CFP Launches New Designation for Financial Advisors

The College for Financial Planning announced today the availability of a new designation for financial advisers.  

According to the announcement, the Accredited Portfolio Management Advisor or AMPA, is an education program for financial advisors who are interested in investment management theory, security valuation, and overall portfolio design and management. 

The program’s core curriculum was designed with help from Ameriprise Financial to educate their financial advisors in portfolio management, and will be open to financial professionals nationwide starting July 1.  

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Students must complete a two-part program to earn the AMPA designation. The first, a self-study or six-week online instructor-led Mentor classroom program, focuses on core concepts. The second is a four-week online classroom that teaches direct application of those core concepts, including the construction of a class-managed portfolio based on real-time market data. Program graduates will also receive credit for one of the courses in the College’s CFP Certification Education Program, and three hours of graduate degree credit in the College’s Master of Science degree program.  

Investment Innovation Resource Launches

Retirement plan advisers looking to keep up with the latest developments in alternative investment funds have a new resource.

 

Strategic Insight, an Asset International company, has just launched its Managing Investment Fund Innovation website, featuring ongoing commentary on the latest developments in alternative investment funds.

With findings on new fund launches, investment strategies, marketing initiatives, regulatory changes, net new flows, assets, blockbuster funds and more, clients can stay informed of recent industry changes in the alternatives investment space.

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The latest commentaries include perspectives on “Keeping Up with Alternatives, Ucits and Newcits,” “Alternatives to Greater Losses,” and video from a presentation by Jag Alexeyev and Daniel Enskat at the ICI General Membership Meeting in Washington D.C. on “Absolute Returns: Carmignac vs Hedge Funds.”

More information is available at http://www.StrategicInsightGlobal.com/innovation/blog

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