Top 5 Benefits of Earning the APMA® Designation

Discover how you can become an expert in portfolio management and improve your career with the APMA® designation.

The APMA® designation is recognized as the industry-benchmark for portfolio management credentials and is endorsed by the top financial firms.

APMA® designees receive credit for the completion of FP513 in our CFP® certification education program or receive credit for an elective in our MS in Personal Financial Planning program. This allows you to save both time and money while pursuing multiple credentials.

Financial planning professionals working in a financial planning role both the year before and year after receiving their most recent specialized professional designation such as the APMA® designation reported an average 16% earnings increase in the year after earning that professional designation.

For CFP® professionals who must complete continuing education requirements as part of certification renewal, program completion fulfills 28 hours of continuing education.

If you currently hold a professional designation from the College, completion of a new professional designation program fulfills 16 hours of continuing education as part of the renewal of your current designation. 

Develop a comprehensive knowledge in topics like modern portfolio theory and behavioral finance. This allows you to help both your clients and your own career.


"This program gave me information I was able to apply in my practice immediately. I’d recommend it to anyone in this space."— Curt S.

16% Earnings Increase: Earnings increases are dependent on numerous factors other than, or in addition to, completion of the specialized financial designation including specific employment conditions and individual experience. The College for Financial Planning®—a Kaplan Company does not guarantee any earnings increase resulting directly from such designation. Results are the findings of a quantitative survey conducted by the College for Financial Planning between June 27 and August 7, 2023. For this survey, a sample of 951 2022 and 2023 graduates of the College for Financial Planning was interviewed online in English. This earnings increase was based on 366 graduates with a specialized financial designation (AAMS®, ABFP®, ADPA®, APMA®, AWMA®, CRPC®, CRPS®, CSRIC®, FPQP®, SE-AWMA®, WMS) who were employed in a financial planning role both the year before and year after receiving their most recent professional designation.