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Best senior portfolio manager certifications
The best certifications for a senior portfolio manager are Project Management Professional (PMP), Certified Financial Planner (CFP), and Master Project Manager (MPM).
Senior portfolio manager certifications demonstrate your competency as a senior portfolio manager to employers. However, not all senior portfolio manager certifications provide the same value.
Below is a list of the best senior portfolio manager certifications. Obtaining a senior portfolio manager certification will give you a leg up when you apply for jobs and increase your potential salary.
7 best certifications for senior portfolio managers
| Rank | Senior portfolio manager certification | Organization |
|---|---|---|
| 1 | Project Management Professional (PMP) | PMI |
| 2 | Certified Financial Planner (CFP) | CFP |
| 3 | Master Project Manager (MPM) | AAPM |
| 4 | Certified Commercial Investment Member (CCIM) | CCIM |
| 5 | Certified Management Accountant (CMA) | IMA |
| 6 | Certified Financial Planner (CFP) | ABTrainingCen... |
| 7 | Advanced Project Management Certified Professional | Learning Tree... |
7 best senior 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 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)
3. 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)
4. Certified Commercial Investment Member (CCIM)
A CCIM (Certified Commercial Investment Member) is a recognized expert in the commercial and investment real estate industry. The CCIM lapel pin is earned after successfully completing a designation process that ensures CCIMs are proficient not only in theory, but also in practice. This elite corps of CCIMs includes brokers, leasing professionals, investment counselors, asset managers, appraisers, corporate real estate executives, property managers, developers, institutional investors, commercial lenders, attorneys, bankers, and other allied professionals.
- 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?
5. 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)
6. 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
7. Advanced Project Management Certified Professional
- 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? No
What is the best certification for a senior portfolio manager?
The best senior 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 senior 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 senior portfolio managers?
The most in-demand senior portfolio manager certification is Project Management Professional based on all active job postings. Having this senior portfolio manager certification will give you access to more senior portfolio manager jobs with higher salaries.
The most common combination of senior portfolio manager certifications include: Project Management Professional (PMP), Certified Financial Planner (CFP), and Master Project Manager (MPM).
Online courses for senior 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. 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...
3. Investment Analysis & Portfolio Management with Python
Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Python for Finance / Investing...
4. Project Portfolio Management (PPM) Essentials
Assurance and confidence through portfolio intelligence...
5. 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...
6. 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...
7. Investment Analysis & Portfolio Management - Core Finance
Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets...
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Selecting & Managing The Right Projects...
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Real Estate Asset Management Training From Acquisition, To Ownership, Through Sale For Profitable Real Estate Investing...
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The ultimate course for learning everything about IT Asset Management. Includes free ITAM e Book & free process flows!...
13. Manage Project Risks Impeccably (12 PDUs, RMP - PMP) PMBOK 7
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Compliance risk management CRM for Compliance, Risk Management, Internal Audit and IS Security Professionals...
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16. Project Management Fundamentals: Risk Management
Without risk, there can be no reward. Learn how to your risks it into your allies...
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A practical guide on how to build and run PMO on the level of top consulting firm Mc Kinsey, BCG, Bain, Pw C...
18. Risk Management for Cybersecurity and IT Managers
The management's guide to understanding Risk Management decisions in cybersecurity and information technology (IT)...
19. Informed Risk Taking: Risk Management Process - Analysis
Risk Management Strategies : Risk Analysis Techniques : Risk Management Principles : Risk Management Process : Methods...
20. Master Course in Project Management 2.0
Project Management, PMP, Agile project management, Project manager, Prince2, Scrum, Project Planning, Project risk cost...