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3/25/2025 » 3/27/2025
2025 CPM Program @ University of Denver

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"The CPM program, as in business and investing, has a value one must see, unlock
and utilize to advance and grow."

Bruce Douglas, Class of 2012

"The quality of the staff at Columbia sets the tone for what is essentially a
bullet train ride through complex topics that are essential for portfolio
management today. Each and every topic is a "must have" and the ride is by no
means a 20,000 Ft. flyover. It is granular and expansive. It is effective and
complete."

Frank Di Rocco, Class of 2012

"CPM gives validation to my 30 years of work."

Joseph Adamo, Class of 2012

"In our practice we compete against top advisors from across the country for new
business. The principals of the CPM program have helped me better understand
portfolio risk and hone my skills as a portfolio manager. The designation itself
has been a key factor that has led to a significant amount of new business for
our team. We have also seen a large increase in client referrals."

David Himich, Class of 2013

"My clients and team have benefitted from the rigor required to complete the
Certified Portfolio Manager's designation. The daily application of these
learned skilles continues to yield incremental benefits."

Harvey Snider, Class of 2012

"This fantastic program with world-class faculty and speakers, combined with the
powerful heritage of Columbia University, is both rigorous and rewarding. The
CPM program can add value to a financial advisory practice in so many ways. Put
you thinking cap on!"

Bret Cameto, Class of 2014

"I am now better able to enhance portfolio models for our clients, The CPM
program expanded my practical and pragmatic skills through in-depth theory and
insight."

Philip Gagliardi, Class of 2014


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