1. High school diploma (DES or global equivalent) or the CAPM® certification, and at least 10,500 hours of experience in portfolio management gained in the last 15 years.
2. Four-year degree (bachelor’s or global equivalent) and at least 6,000 hours of experience in portfolio management gained in the last 15 years.
Since portfolio management relies on strategic investment and high-level decision making, it is also mandatory to have at least 8 years of professional experience in the business world.
The exam is held at a Pearson Vue centre in your area.
The cost of the exam is US$800 for members and US$1,000 for non-members.