Certificate In Portfolio Management

Certificate in Portfolio Management (CPM) is an advanced, instructor-led program designed to develop a better understanding of the various concepts/principles related to investment analysis and portfolio management.
This program will equip you to develop core competencies in portfolio management, learn how to conduct portfolio performance measurement and attribution and last but not the least review portfolio strategies for a variety of asset classes.

Topics Covered:

• Objectives of Investment Decisions
• Financial Markets
• Fixed Income Securities
• Capital Market Efficiency
• Financial Analysis and Valuation
• Modern Portfolio theory
• Valuation of Derivatives
• Investment Management

Reference Book

The Suggested/Recommended reference books for this course are:
• Investment Analysis and Portfolio Management (English, Paperback, Prasanna Chandra, 5th edition, ISBN 9789385965579)
• A Practitioner′s Guide to Asset Allocation (Wiley Finance) Hardcover – Import, 7 Jul 2017 by Harry M. Markowitz (Foreword),‎ William Kinlaw (Author),‎ Mark P. Kritzman (Author),‎ David Turkington (Author)
• Students can buy the recommended reference book directly from the Market for the said course.

Training Calendar: 

You can find the upcoming training schedule for CPM program here

Exam Details

Equalifi is offering the CPM examination on an external, remote-proctored platform. Candidates can schedule an exam by paying the exam fee. Once the exam fee payment is done and exam registration is confirmed, the exam platform sends out the exam link by email to the candidates. Candidates can appear for the exam anytime any day within the next 1 year through this exam link from any place. Candidates need a good internet connection and a functional camera on their PC/ Laptop to appear for this exam.


Sr. No. Name of Module Type of Questions Test Duration No. of Questions Maximum Marks Pass Marks (%) Negative Marking
1 Certificate in Portfolio Management (CPM) MCQ 2 Hrs 100 100 50 20%

Registration Process:

Candidates can register for Equalifi Academy’s Certification programs through any of the following modes:

Member Mode

Under this mode, candidate first needs to sign up as an Equalifi Individual Member. As a member, a candidate gets complimentary access to study resources, tutorials (live and recordings) and various other member benefits round the year.

Equalifi Membership is for a year. Candidate can study for any of Equalifi’s education programs during membership tenure. To appear for any exam, a candidate needs to register for the particular exam and appear within a year from the date of exam registration.

Exam Mode

Under this mode, a candidate can directly register for the certification exam of his choice. Once registered for the exam,  candidates will receive the exam link by email within 7 working days. Candidates can appear for the exam anytime from anywhere on a remote proctored platform within 1 year from the date of exam registration.

Candidates registering under the exam mode do not get access to any study material or training.

Equalifi regularly conducts exam preparation training for various certification exams. Candidates who wish to attend live training, can either pay and register for each training or sign up as an Equalifi Member to get complimentary access to all study resources for a year.

Upcoming training programs are listed here- Skill-Building Programs

Membership details are given here- Equalifi Individual Memberships

Candidate Audit:

Equalifi will randomly audit a percentage of applications on a regular basis. Candidates will be responsible for providing the requested supporting documentation to verify their education and professional background as mentioned in the registration form. Equalifi’s practice is not to contact employers or educational institutions to obtain verification documentation on the candidate’s behalf. Failure to comply with the audit, falsification or misrepresentation of requested information and/or any unprofessional conduct will result in denial/cancellation of the exam registration and/or revocation of the program certificate. Candidates subject to audit will be notified by e-mail and will have 10 business days to respond. Once selected for audit, candidates will be required to satisfy the audit requirements before being able to receive the final certificate. Failure to comply with the audit will result in forfeiting all fees. Additionally, a candidate who does not comply with the audit will be subject to audit if reapplying for a future testing window.

Fee Details:

Certificate In Portfolio Management

Member Mode

Exam Mode


  • Access to all Equalifi education programs and member benefits for 1 Year
  • Access to course-specific tutorials (live and recordings), mock tests, instructor ppts and notes
  • Exam Fee

Exam Fee


INR 9,440

INR 3,540

*Fee mentioned is inclusive of GST. Exam fee is applicable for one attempt.

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