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Best portfolio manager certifications
The best certifications for a portfolio manager are Project Management Professional (PMP), Certified Property Manager (CPM), and Certified Manager of Community Associations (CMCA).
Portfolio manager certifications demonstrate your competency as a portfolio manager to employers. However, not all portfolio manager certifications provide the same value.
Below is a list of the best portfolio manager certifications. Obtaining a portfolio manager certification will give you a leg up when you apply for jobs and increase your potential salary.
13 best certifications for portfolio managers
| Rank | Portfolio manager certification | Organization |
|---|---|---|
| 1 | Project Management Professional (PMP) | PMI |
| 2 | Certified Property Manager (CPM) | IREM |
| 3 | Certified Manager of Community Associations (CMCA) | NBCCAM |
| 4 | Certified Aviation Manager (CAM) | NBAA |
| 5 | Master Project Manager (MPM) | AAPM |
| 6 | Certified Management Accountant (CMA) | IMA |
| 7 | Certified Financial Planner (CFP) | CFP |
| 8 | Bloomberg Market Concepts - Bloomberg Certification (BMC) | Bloomberg |
| 9 | Certified Financial Planner (CFP) | ABTrainingCen... |
| 10 | International Accredited Business Accountant (IABA) | ACAT |
| 11 | Certified Investment Management Analyst (CIMA) | IMCA |
| 12 | Certified in Financial Management | IMA |
| 13 | Certified Financial Risk Manager (FRM) | GARP |
13 best portfolio manager certifications
1. Project Management Professional (PMP)
The PMP designation following your name tells current and potential employers that you have demonstrated a solid foundation of knowledge from which you can competently practice project management.To be eligible for a PMP Credential, you must first meet specific educational and project management experience requirements and agree to adhere to a code of professional conduct. The final step to becoming a PMP is passing a rigorous multiple-choice examination designed to objectively assess and measure your ability to apply project management knowledge in the following six domains: initiating the project, planning the project, executing the project, monitoring and controlling the project, closing the project, and professional and social responsibility. This computer-based examination is administered globally with translation aids in 10 languages.
- More than two years of education or training after high school required? No
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? Every 3 year(s)
2. Certified Property Manager (CPM)
- More than two years of education or training after high school required? No
- More than two years of work experience required? No
- Oral or written exam required? Yes
- Renewal required?
3. Certified Manager of Community Associations (CMCA)
The Certified Manager of Community Associations (CMCA) is the only national certification program designed exclusively for managers of homeowner and condominium associations and cooperatives. The CMCA recognizes individuals who have demonstrated the fundamental knowledge required to manage community associations.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? No
- Oral or written exam required? Yes
- Renewal required? Every 2 year(s)
4. Certified Aviation Manager (CAM)
NBAA's Certified Aviation Manager (CAM) Program identifies qualified professionals to lead flight departments and companies that use business aircraft. Join the ranks of esteemed aviation professionals who have already been recognized as Certified Aviation Managers and apply for the CAM Exam today.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? Every 3 year(s)
5. Master Project Manager (MPM)
If you have 3+ years of Project Management Experience, you may apply for MPM™ Master Project Manager Board Certification.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? Every 2 year(s)
6. Certified Management Accountant (CMA)
The CMA (Certified Management Accountant) is the advanced professional certification specifically designed to measure the accounting and financial management skills that drive business performance.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? Every 1 year(s)
7. Certified Financial Planner (CFP)
The CFP certification process, administered by CFP Board, identifies to the public that those individuals in the U.S.who have been authorized to use the CFP certification mark have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? Every 2 year(s)
8. Bloomberg Market Concepts - Bloomberg Certification (BMC)
Boost your skill set — and super-charge your marketability — with a Bloomberg Certification. The quickest way to do this is with our eight-hour self-directed e-learning course, Bloomberg Market Concepts (BMC). With modules on Economics, Fixed Income, Equities, Currencies and using the Bloomberg Terminal, BMC will help you emerge with an edge.
- More than two years of education or training after high school required? No
- More than two years of work experience required? No
- Oral or written exam required? No
- Renewal required? No
9. Certified Financial Planner (CFP)
The Certified Financial Planner designation covers investments, income taxation, insurance and financial planning, and retirement and estate planning.Individuals must complete the following required curriculum and pass the CFP exam to earn this designation.HS 300: Financial Planning HS 311: Fundamentals of Insurance Planning HS 321: Income Taxation HS 326: Planning for Retirement Needs HS 328: Investments HS 330: Fundamentals of Estate Planning
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? No
10. International Accredited Business Accountant (IABA)
ACAT seeks to ensure that all accredited individuals possess both the theoretical knowledge and the practical knowledge necessary to be successful practitioners. For that reason, candidates for accreditation must satisfy an experience requirement before becoming fully credentialed: three years of related work experience, up to two of which may be satisfied through college credit. Related work experience includes verifiable experience in accounting, financial services, or other field requiring a practical and theoretical knowledge of the subject matter covered on the ACAT Comprehensive Examination for the International Accredited Business Accountant. Those who pass the exam but who have not met the experience requirement may market themselves as having passed the ACAT Comprehensive Examination for International Accredited Business Accountant, but are not entitled to use the IABA designation.
- More than two years of education or training after high school required? No
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? No
11. Certified Investment Management Analyst (CIMA)
The CIMA offers an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? No
- Oral or written exam required? Yes
- Renewal required?
12. Certified in Financial Management
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? Every 1 year(s)
13. Certified Financial Risk Manager (FRM)
The FRM program is rigorous and is designed to measure a candidate's grasp of the latest technical and industry knowledge; successful completion of the program signifies a candidate's ability to keep pace with a rapidly changing financial landscape.
- More than two years of education or training after high school required? Yes
- More than two years of work experience required? Yes
- Oral or written exam required? Yes
- Renewal required? Every 5 year(s)
What is the best certification for a portfolio manager?
The best portfolio manager certification is Project Management Professional (PMP). The Project Management Professional (PMP) is awarded by the Project Management Institute. The advanced certification is for more experienced employees as it often requires some work experience to acquire.
Here's a bit more background on how to obtain this portfolio manager certification:
- To become a certified Project Management Professional (PMP), you need to pass the exam.
- This certificate requires more than two years of work experience.
- Renew certification every 3 year.
What are some of the most in-demand certifications for portfolio managers?
The most in-demand portfolio manager certification is Project Management Professional based on all active job postings. Having this portfolio manager certification will give you access to more portfolio manager jobs with higher salaries.
What certifications can impact a portfolio manager career and salary?
The Certified Financial Risk Manager certification will help you to secure a vice president and portfolio manager position, which will increase your pay and career trajectory. A vice president and portfolio manager's average salary is $165,172 whereas portfolio managers make an average salary of $114,671.
The most common combination of portfolio manager certifications include: Project Management Professional (PMP), Certified Property Manager (CPM), and Certified Manager of Community Associations (CMCA).
Online courses for portfolio managers to earn certifications
1. Portfolio and Risk Management
In this course, you will gain an understanding of the theory underlying optimal portfolio construction, the different ways portfolios are actually built in practice and how to measure and manage the risk of such portfolios. You will start by studying how imperfect correlation between assets leads to diversified and optimal portfolios as well as the consequences in terms of asset pricing. Then, you will learn how to shape an investor's profile and build an adequate portfolio by combining...
2. Investment and Portfolio Management
In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing.\n\nAll investors – from the largest wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world...
3. Investment Analysis & Portfolio Management with Python
Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Python for Finance / Investing...
4. Investment Analysis & Portfolio Management - Core Finance
Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets...
5. Portfolio Selection and Risk Management
When an investor is faced with a portfolio choice problem, the number of possible assets and the various combinations and proportions in which each can be held can seem overwhelming. In this course, you’ll learn the basic principles underlying optimal portfolio construction, diversification, and risk management. You’ll start by acquiring the tools to characterize an investor’s risk and return trade-off. You will next analyze how a portfolio choice problem can be structured and learn how to...
6. Market Risk Management: Frameworks & Strategies
This course provides the foundation for understanding the frameworks used to develop market risk management strategies. You will identify the market risks associated with each type of financial instrument. You will be introduced to techniques for estimating the risk associated with each class of investments. By the end of the course, you will be able to select the most effective derivatives for managing risk of a single asset and a portfolio of assets, develop asset selection strategies for...
7. Project Portfolio Management (PPM) Essentials
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8. Real Estate Asset Management 101
Real Estate Asset Management Training From Acquisition, To Ownership, Through Sale For Profitable Real Estate Investing...
9. Investment Management
In this Specialization, you will understand how investment strategies are designed to reach financial goals in a global context. You will learn the theory that underlies strong investment decisions, as well as practical, real-world skills that you can apply when discussing investment proposals with your advisor, managing your personal assets or your client’s investment portfolio. You will start by developing a global understanding of financial markets and what impacts rational and irrational...
10. Practical Project Portfolio Management
Selecting & Managing The Right Projects...
11. [2023] IT Asset Management (ITAM)- Software Asset Management
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14. IT Asset Management (ITAM) - Hardware Asset Management (HAM)
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15. Hardware Asset Management in ServiceNow
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16. Master Course in Project Management 2.0
Project Management, PMP, Agile project management, Project manager, Prince2, Scrum, Project Planning, Project risk cost...
17. Project Management Fundamentals: Risk Management
Without risk, there can be no reward. Learn how to your risks it into your allies...
18. Risk Management for Cybersecurity and IT Managers
The management's guide to understanding Risk Management decisions in cybersecurity and information technology (IT)...
19. The Agile Methodology for Project Risk Managers
The Agile Project Management and Risk Management for Project Professionals Full Course...
20. Informed Risk Taking: Risk Management Process - Analysis
Risk Management Strategies : Risk Analysis Techniques : Risk Management Principles : Risk Management Process : Methods...