Chartered Asset Manager (CAM)

What is a licensed asset manager?

A Chartered Asset Manager (CAM) is a financial professional who takes an accredited certification program developed for those who need to know asset management, but not necessarily on a day-to-day basis.

Understanding Chartered Asset Manager (CAM)

The Chartered Asset Manager (CAM) program is a very intensive program for professionals with at least three years of experience in financial planning and consists of the following five courses.

Fundamentals of Asset Management and Financial Strategy is an introduction to the asset management process and the skills required for any competent licensed asset manager. This course explores how to develop an asset management practice: including the current economic environment, regulation, reporting, compliance, etc.

Investment Management & Managed Funds deals with risk and return, formulas for analyzing investment strategies and modern portfolio theories.

The Key Financial Decisions module focuses on capital budgeting, dividend policies, and capital structure policy from a market and political perspective.

Risk management explains the risks individuals and businesses face and how to successfully develop a plan to spot and minimize them.

Asset Management Strategies and Case Studies departs from other courses by actively engaging students in the classroom. The aim is to develop their own asset management plans and present them to their peers.

Those who complete the courses receive the academic title of Chartered Asset Manager. Additionally, anyone registered with the Global Academy of Finance and Management (GAFM) can use one of two designations on a resume or business card: either CAM or Registered Financial Specialist (RFS). The reason, according to the GAFM, is that a handful of legal jurisdictions prohibit certain professionals from using the word certified after their name.

Here are the attributes that the GAFM says applicants will be able to accomplish with the CAM designation:

  • Define the elements of a good asset management practice.
  • Identify the roles and responsibilities of the asset.
  • Distinguish between “best practices” in terms of reporting and monitoring.
  • Discuss the pros and cons of managing your own portfolio.
  • Add GAFM membership and certification to your CV.
  • Be published on the GAFM website as a certified member.

The GAFM is a global institution that offers candidates certification to improve their knowledge and credentials in financial management. The GAFM Standards Council was originally founded in 1996 by a merger of the Founders Advisory Committee of the Original Tax and Estate Planning Law Review and the American Academy of Financial Management & Analysts.

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