The Certified Applied Equity Analysis and Portfolio Management Professional (CAEAPMP) program is designed to provide learners with comprehensive knowledge and practical skills required to succeed in equity analysis and portfolio management. The program covers a wide range of topics from active and passive money management to macro-finance environment analysis, valuation, expected returns, and historical performance analysis. This certification program is intended for professionals who want to enhance their expertise in equity analysis and portfolio management.

Certification Program Objectives:

• Understand the concepts of active and passive money management and their implications for investors.
• Analyze the macro-finance environment, including economic indicators and their impact on investment decisions.
• Learn about valuation methods and expected returns using the dividend discount model.
• Perform historical performance analysis of stocks and portfolios, including financial statement analysis and ratio calculations.

Certifying Examination:

• To be certified as CAEAPMP, student should take up a 1.5 hours exam at the designated examination centers.
• 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.

Modules:

1. Active and Passive Money Management
2. Macro-Finance Environment Analysis
3. Valuation and Expected Returns
4. Historical Performance Analysis