The Certified Applied Equity Analysis and Portfolio Management Professional (CAEAPMP) program is a prestigious certification designed to equip individuals with advanced knowledge and expertise in equity analysis and portfolio management. This certification focuses on the in-depth analysis of individual stocks, the construction and management of investment portfolios, and the application of investment strategies to achieve financial goals. The CAEAPMP program offers a comprehensive curriculum that covers equity valuation, portfolio theory, risk management, and ethical standards, ensuring that graduates are well-prepared to excel in roles that demand precision and proficiency in equity analysis and portfolio management.

Certification Program Objectives:

Upon completing the Certified Applied Equity Analysis and Portfolio Management Professional (CAEAPMP) program, participants will be able to:

• Equity Analysis: Conduct thorough and systematic analysis of individual stocks, including financial statement analysis, valuation, and risk assessment.
• Portfolio Construction: Develop diversified and well-structured investment portfolios tailored to meet specific financial objectives and risk tolerance.
• Risk Management: Implement strategies to effectively manage and mitigate portfolio risks, including techniques like asset allocation and hedging.
• Investment Strategies: Apply various investment strategies, including value investing, growth investing, and income investing, to achieve financial goals.
• Ethical Standards: Adhere to the highest ethical standards in equity analysis and portfolio management, considering the interests of clients and stakeholders.

Certification Requirements:

• Bachelor’s Degree

And/or

• 2 – 5 years of relevant work experience

Certifying Examination:

• To be certified as CAEAPMP, student should take up a 1.5 hours online exam conducted by AIBM.
• The qualifying exam would consist of 50 multiple choice questions, testing core certification modules.
• Professionals with relevant experience and other qualifying criteria may be exempted from the examination.

Certification Modules:

1. Foundations of Equity Analysis
2. Advanced Equity Valuation Techniques
3. Portfolio Construction and Management
4. Risk Management Strategies
5. Behavioral Finance in Equity Analysis
6. Quantitative Methods in Portfolio Management

* The modules of the certification are constantly updated and are subject to change.

Who Should Do This Certification:

The Certified Applied Equity Analysis and Portfolio Management Professional (CAEAPMP) certification is highly beneficial for professionals across various roles and industries, including:

• Financial Analysts: Those seeking to enhance their equity analysis and portfolio management skills for career advancement.
• Portfolio Managers: Investment professionals responsible for managing portfolios on behalf of clients or organizations.
• Asset Managers: Professionals managing assets, such as mutual funds, exchange-traded funds (ETFs), or pension funds, who require expertise in portfolio management.
• Investment Advisors: Individuals providing investment advice to clients and managing their portfolios.
• Financial Planners: Professionals helping clients achieve their financial goals by constructing and managing investment portfolios.
• Hedge Fund Managers: Those involved in managing hedge funds and alternative investments that demand advanced equity analysis and portfolio management skills.
• Wealth Managers: Wealth management professionals assisting high-net-worth clients in building and preserving wealth.
• Financial Consultants: Individuals providing investment consulting and advisory services.
• Entrepreneurs and Business Owners: Business owners interested in optimizing their personal or corporate investments.

Earning the CAEAPMP certification demonstrates your proficiency in equity analysis and portfolio management, critical skills in the financial services industry. Whether you work in asset management, investment advisory, wealth management, or corporate finance, this certification equips you with the knowledge and skills needed to excel in the competitive world of equity analysis and portfolio management, enabling you to help clients and organizations achieve their financial objectives.