Certified Funds Manager

A Certified Funds Manager is a person who is responsible for implementing a fund's investing strategy and managing its portfolio trading activities.

A fund can be managed by one person, by two people as co-managers and by a team of three or more people. A Certified Funds Manager is a person who is responsible for the overall management, control and supervision of a number of (Real Estate) investments with the aim of maximising the rate of return and minimising risk.

The Funds Manager is responsible for optimising the return on the entire range of investments while recognising the level of risk that the investor is prepared to accept.

All applicants for Associate Membership with Certified Funds Manager are required to meet the API’s Educational and Experience requirements and provide work samples for review and sit a professional interview.   

Assessment Requirement
EducationalAll applicants must meet the API’s academic entry criteria
ExperienceAll applicants must have at least two years of full time or equivalent property experience in property development achieved within the four years immediately prior to the date of application
CompetenceAll applicants are required to sit for and successfully pass a Professional Interview
Future Property Professionals (FPP)Not required

Associate Members are identified by the post-nominal AAPI.  A Certified Funds Manager is also entitled to use their certification of Certified Funds Manager.

Associate Members receive unrestricted access to the Institute’s full range of services including member rates on all of our professional development and networking events.


Applicants with existing membership of an organisation which has a reciprocity agreement with the API may have a shortened pathway to membership.  For more information, please visit our Membership via Reciprocity page.

What documents will you need to complete your application? 

1.Academic Transcript
 A copy of your official Academic Transcript which shows your course completion.  
 Three Referees are required.  Each of your Referees will need to complete a Referee Report which can either be returned direct to the API or to the applicant to submit with their application.  Referee Reports must be dated within the three months prior to the date of application.
3.Work Samples
 a.Three examples (work samples) of the applicant’s work are to be submitted.
 b.Each work sample must have been completed within the six months prior to the date of application.
 c.Confidential information can be removed from the work samples, however, please note that all information supplied is treated confidentially by the API and its examiners.
 d.Examples of reports or files that can be submitted are outlined below:
  i.Feasibility Report / Development Proposal  
  ii.Research Report  
  iii.Property Due Diligence Report  
  iv.Property Marketing Report  
  v.Property Business / Asset Plan  
  vi.Annual Report (e.g. performance against budget)  
  vii.Finance Submission   
  viii.Transaction File for the Lease Purchase Transaction or for Sale of Property – the file needs to document the process undertaken for the transaction to occur or, if the file is confidential, a one-page summary prepared on the process  
  ix.Renewal / Rent Review Negotiation File  
  x.Property Investigation File (investigation undertaken, however, the project did not proceed to a full feasibility study or due diligence stage)  
  xi.Files or examples of the applicant’s progress through a commercial property law matter  
 e.If the required reports or files cannot be supplied from the applicant's recent work, then the applicant may be required to prepare these documents.  
 f.Work samples are required to be uploaded during the application process.  Please upload your work samples as pdf files.  Hard copy work samples are not required.  
4.Experience Journals
 Applicants must log at least two years of experience relevant to the Certification being applied for. A new Experience Journal needs to be commenced when your supervisor changes or each quarter, whichever comes first.  Applicants are required to record valuation/task/job from the most recently undertaken and work backwards to cover the required experience period.

What steps are involved in applying for Associate Membership? 

1.Click Apply Now (below).
2.Add the Associate Application to your Cart on the following screen.
3.Once you have completed any other purchases you may wish to make, go to your Cart and Checkout.
4.Open My Portal where the steps required to complete your Associate application will appear, including:
 a.Supplying information related to your application
 b.Uploading your:
  i.Academic Transcript
  ii.Referee Reports
  iii.Work Samples
  iv.Experience Journals
5.Once all of the steps listed in your My Portal have been completed, submit your application.
6.The API will contact you with further information detailing the remaining steps, including your Professional Interview, once a review of your application has been completed.

Apply Now

To apply online for Associate Membership with Certified Funds Manager, please click Apply Now (below) to be taken to the Associate Membership page where you can purchase your application.

Remember to return to your My Portal after purchasing your Application and making payment to complete your application




Do you have a question that is not answered on this page or in our Frequently Asked Questions?  Please email membership@api.org.au or contact your local API office for assistance.