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Academy Of Certified Portfolio Managers

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 272200721 ✦ Eastlake, CO ✦ Designated as a 501(c)(3)

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Overview

What is Academy Of Certified Portfolio Managers?

The Academy of Certified Portfolio Managers is a nonprofit organization situated in Eastlake, Colorado. Its primary mission is to set up instructional standards and testing requirements for individuals seeking to earn the Certified Portfolio Manager (CPM) designation. The organization also establishes the continuing education requirements to maintain this designation. Its purpose is to ensure that portfolio managers possess the necessary knowledge and skills to manage investment portfolios effectively. The Academy of Certified Portfolio Managers plays a crucial role in upholding professional standards within the investment management industry.


Official website here: www.academyofcpm.org

Is Academy Of Certified Portfolio Managers legitimate?

Academy Of Certified Portfolio Managers is a legitimate nonprofit organization registered as a 501(c)(3) entity. Academy Of Certified Portfolio Managers submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.academyofcpm.org

What is the mission statement of Academy Of Certified Portfolio Managers?

The Academy of Certified Portfolio Managers' mission is centered around establishing academic instructional criteria and testing standards necessary to obtain the Certified Portfolio Manager (CPM) designation. Furthermore, they establish the continuing education requirements for maintaining the CPM designation. In essence, their mission is to set the educational benchmarks and assessments required to earn the CPM title and ensure its upkeep through ongoing education.


Official website here: www.academyofcpm.org

Who is the CEO of Academy Of Certified Portfolio Managers?

Patrick Mcfadden is the Director of Academy Of Certified Portfolio Managers.


Official website here: www.academyofcpm.org

What is the revenue of Academy Of Certified Portfolio Managers?

Academy Of Certified Portfolio Managers's revenue in 2022 was $446,904.


Official website here: www.academyofcpm.org

Who are the executives of Academy Of Certified Portfolio Managers and what are their salaries?


Here are 11 key members and their salaries:


Paul Ganun (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Bill Rice Iii (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
William Lewis Jr (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Corey May (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Patrick Mcfadden (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ann Mcnaughton (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kelly Rushing (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Anthony Valente (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Linda Weitz-Stone (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Timothy Lynch (Vice Preside)
  • Compensation: $0
  • Related: $0
  • Other: $0
Harvey Snider (President)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.academyofcpm.org

Where can I find the form 990 for Academy Of Certified Portfolio Managers?

Academy Of Certified Portfolio Managers's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.academyofcpm.org

Learn more at the official website: www.academyofcpm.org

Mission Statement of Academy Of Certified Portfolio Managers

The Academy of Certified Portfolio Managers is committed to setting up academic instructional criteria and testing standards necessary for professionals to obtain the Certified Portfolio Manager (CPM) designation. Additionally, this organization establishes the continuing education requirements for maintaining the CPM designation. By doing so, the Academy aims to uphold rigorous educational standards and ongoing professional development in the field of portfolio management. These measures help ensure that certified portfolio managers possess the necessary expertise and skills to effectively manage investments and make informed decisions for their clients.

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Impact




October, 2024

The Academy of Certified Portfolio Managers significantly influences the finance and investment sectors by establishing rigorous academic instructional criteria and testing standards necessary for earning the Certified Portfolio Manager (CPM) designation. This ensures that professionals in the field possess a proficient level of knowledge and skill in portfolio management, ultimately raising the standards for practice within the industry.

Through its commitment to continuous education, the Academy also plays a vital role in ensuring that CPM holders remain up-to-date with the latest developments and best practices in portfolio management. This ongoing professional development not only enhances individual competencies but also contributes to the overall integrity and effectiveness of financial management practices.

By facilitating a structured pathway for education and certification, the Academy promotes a culture of excellence and accountability among portfolio managers, benefiting both professionals and their clients. As a result, the Academy's impact extends to fostering greater trust and confidence in financial advisory services, which is essential for the stability and growth of the investment landscape.




This information is meant to be a general summary of Academy Of Certified Portfolio Managers. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$446,904 (2022)
Expenses
$391,925 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Program Service Revenue: $295,654
  • Gross Receipts: $446,904

Assets and Liabilities:

  • Total Assets: $222,308
  • Total Liabilities: $89,194
  • Net Assets: $133,114

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

PROGRAMS

Revenue

$131,000

PRIOR YEAR PROGRAMS

Revenue

$86,354

ANNUAL CONFERENCE

Revenue

$78,300

Organization Details

Founding Year

2010

Principal Officer

Patrick Mcfadden

Main Address

P O BOX 275, EASTLAKE, CO, 80614

NTEE Category

Code: B90 - Education

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