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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