Advanced Risk and Portfolio Management (ARPM)

An education firm for modern quantitative finance

ARPM is designed for professionals working or planning to work in one of the following areas: Risk Management, Portfolio Management, Fund Management, Asset Management, Derivatives, Actuary, Hedge Funds, Structuring, Insurance, Quantitative Trading, Trading, Quantitative Analysis, Analytics, Valuation, Model Validation, Quantitative Research, Data Science, Information Technology, Consulting and others.

The ARPM experience will enhance your current role and effectiveness:

  • Portfolio managers and risk managers will learn the core principles behind the techniques that they implement every day, in addition they will gain access, knowledge and understanding of other techniques and approaches employed throughout the industry.
  • Computer/data scientists, who want the ability to deploy their statistical knowledge in the complex world of finance.
  • Derivative quants and quantitative actuaries, who want to evolve current quantitative pricing techniques to include the most current groundbreaking applications of finance.
  • Students pursuing quantitative disciplines who want to learn the dynamic method and approaches in quantitative finance.
  • Academics who wish to do research and teach finance, learning it in the concise way using the rigor to which they are accustomed.

Upcoming Courses, Dates

CFA Institute Certificate in ESG Investing

Learn how to make a difference in your career—and the world.

The CFA Institute Certificate in ESG Investing gives you the knowledge you need to manage investments with a focus on integrating environmental, social, and governance factors. It can help you gain an edge in a fast-moving market.

You’ll develop expertise in a field in high demand by top firms worldwide and become part of the solution to the top issues impacting our world.

Sign up and learn more by following the button below!

Did you know?

As a member of CFA Society New York you are eligible to save 15% on the ESG certification course package from Kaplan Schweser. Follow the link below to secure your discount:

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CFA Institute Certificate in ESG Investing

Start 2022 on the Right Foot

Register for the Certificate in ESG Investing Now and Receive Exclusive Benefits!

Register by February 28, 2022 to receive exclusive access to:

  • 6 webinars led by CFA experts and investment practitioners to augment and guide your learning
  • Real-world examples to apply what you learn and prepare for the future
  • A community cohort of Certificate in ESG Investing candidates

Certificate in Investment Performance Measurement (CIPM®) Program

CFA Society of New York is acting as administrative coordinator for an 8-week live, all-virtual, complimentary program designed to supplement candidates’ self-study for the Level 2 CIPM exam.

The purpose of the program is to allow candidates taking the Level 2 exam to build on their self-study by exposing them to live instruction from a range of practitioners, a number of whom work in areas covered by the CIPM curriculum.

Chartered Alternative Investment Analyst® (CAIA®)

Introducing the CAIA Stackable Credential Program for CFA Charterholders
The CAIA Association and CFA Institute are engaged in the shared mission of excellence in investment education. The CAIA Stackable Credential program allows CFA Charterholders to waive passage of Level I of the CAIA exam and immediately begin preparing for Level II. Upon successfully passing the Level II exam and joining the CAIA Association, the candidate will earn the prestigious CAIA Charter, a mark of distinction in the fast-growing and highly competitive alternative investment industry.

Eligibility for the CAIA Stackable Credential Program »

The minimum criteria for eligibility in the program are as follows. Applicants:

  • Must have no existing CAIA exam history, (examples of exam history include those who have registered for or passed/failed the Level I or Level II exam)
  • Must be a CFA charterholder, in good standing, and
  • Must have a CFA digital badge, verifiable by CAIA Association.

Did you know?

As a member of CFA Society New York you are eligible to save 15% on CAIA study packages from Kaplan Schweser. Follow the link below to secure your discount:

Browse Offerings »

September 2022 CAIA Exam – Registration Dates, ScheduleDate(s)
Registration OPENApr 4, 2022
Early Registration DeadlineMay 16, 2022
Registration CLOSEAug 8, 2022
Level I Exam WindowAug 29, 2022 – Sept 9, 2022
Level II Exam WindowSept 12, 2022 – Sept 3, 2022

Important Dates — September 2021 CAIA Exam

April 5Registration Open
May 17Early Registration Deadline
August 9Registration Closed
August 30 – September 10Level I Exam Window
September 13 – September 24Level II Exam Window

Chartered Market Technician® (CMT®)

The CMT Association is a global credentialing body with nearly 50 years of service to the financial industry. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide.


Tech Skills for Business and Finance Professionals

Learn in-demand technical skills to become more data-driven and efficient at work.

Upcoming Courses, Dates

Kaplan Professional Offerings

For over 80 years, Kaplan has been the leading provider of exam prep for hundreds of thousands of students and business professionals around the world, helping them transform their lives through education.

Learn more about Kaplan’s exam prep offerings by selecting your area of interest below.

Wall Street Prep

Wall Street Prep boot camps provide practical finance career training in an interactive classroom setting

Learn Excel modeling, FP&A, Private Equity, and more. These instructor-led workshops are direct adaptations of Wall Street Prep’s corporate training conducted at top investment banking, private equity, asset management, and Fortune 1000 companies, making Wall Street Prep the ideal choice for those looking to break into finance.

Receive 20% off all Wall Street Prep courses listed on!

Upcoming Courses, Dates

The Private Equity Certificate Program

The Private Equity Certificate Program is a self-paced rigorous online program for professionals pursuing careers in private markets.


  • Registration Deadline: April 30th, 2023
  • Format: Self-Paced & Live Office Hours (8 hours/week)
  • Certificate: Issued by Wharton Online and Wall Street Prep
  • Sponsor Firms: Blackstone, KKR, Carlyle, Thoma Bravo, and Pitchbook
  • Speakers: Dave Rubenstein (Carlyle), Steve Rattner (Willett Advisors), Martin Brand (Blackstone), Scott Graves (Ares), Ali Satvat (KKR) and many others
  • Closing Ceremony: Penn Club in NYC (Attend Live or Virtually)

Enrollment is currently open for the May 1, 2023 cohort. Please note that the program is limited and filled on a first come, first served basis.

Use the code CFANY at checkout to receive $300 off program tuition.

Not a CFANY Member?

If you’d like to learn more, click the button below or book a program intro call with Haylie Miller, Program Enrollment Director.