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Spring 2009 Advanced Portfolio Management (APM) Exam

Welcome to the Advanced Portfolio Management Exam home page! Please review all of the information and links provided below.

Advanced Portfolio Management is a written–answer examination offered in the spring of each year.

The syllabus for this exam covers the portfolio management process in detail. The candidate is exposed to the investment management process, types of asset classes, techniques for managing equity, fixed income, and alternative asset portfolios, credit risk modeling and management, performance measurement, and behavioral aspects of portfolio management.

This exam is required for candidates seeking to complete the Investment specialty track for Fellowship.

Syllabus with Learning Objectives/
Outcomes and Readings
Updates–Updated 02.11.09
FSA Exams Book List
Study Note Order Form
Past Exam Questions and Solutions

Rules and Regulations

Registration Information
Online Registration
Application Form
List of Examination Centers
Examination Center Locations
Refunds
Information on Special Centers

Advanced Portfolio Management Exam

Date: Friday, May 1, 2009
Time: 8:30–11:45 a.m. and 1:30–4:45 p.m.
(Includes read–through time)

Deadlines

Registration: Wednesday, March 25, 2009
Refund/Cancelation: Thursday, April 30, 2009

Fees

Admission to Examination Center
Acknowledgement Letter
Approved Calculators
Food and Beverage in Exam Room
Signature on Examination Answer Sheets and Envelopes
Bilingual Examinations in Canada
Arrangements for Candidates with Disabilities

Frequently Asked Questions
Purpose of Learning Objectives/Outcomes
Study Methods
Suggestions for Taking Written–Answer Examinations
Use of the Case Study
Review Seminars and Workshops
Distributors of Textbooks and Study Manuals


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