Investment Advisor Body of Knowledge : Readings for the CIMA Certification

Dobbs, Jim (EDT)

ISBN 10: 1118912322 / ISBN 13: 9781118912324

Editore: Wiley, 2015

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Dati bibliografici

• Titolo: Investment Advisor Body of Knowledge : Readings for the CIMA Certification
• Editore: Wiley
• Data di pubblicazione: 2015
• Lingua: Inglese
• ISBN 10: 1118912322
• ISBN 13: 9781118912324
• Rilegatura: Rilegato
• Condizione: As New

Descrizione articolo

Riassunto

The complete body of knowledge for CIMA candidates and professionals

The 2015 Certified Investment Management Analyst Body of Knowledge + Test Bank will help any financial advisor prepare for and pass the CIMA exam, and includes key information and preparation for those preparing to take the test.

CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual and institutional investors. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. Having the CIMA designation has led to more satisfied careers, better compensation, and management of more assets for higher-net-worth clients than other advisors. The book is laid out based on the six domains covered on the exam:

•  I. Governance
•  II. Fundamentals (statistics, finance, economics)
•  III. Portfolio Performance and Risk Measurements
•  IV. Traditional and Alternative Investments
•  V. Portfolio Theory and Behavioral Finance
• VI. Investment Consulting Process

Informazioni sull?autore

About IMCA
Established in 1985, IMCA is a nonprofit professional association and credentialing organization with more than 10,000 individual members and certificants in the United States and Canada, including 400 international affiliate members. IMCA members collectively manage more than $2.477 trillion, providing investment consulting and wealth management services to individual and institutional clients. Since 1988, IMCA has offered the Certified Investment Management Analyst^® (CIMA^®) certification, which earned accreditation by the American National Standards Institute (ANSI) in April 2011, making it the first financial services credential in the United States to meet international standards (ISO 17024) for personnel certification.
IMCA^® and Investment Management Consultants Association^® are registered trademarks of Investment Management Consultants Association Inc. CIMA®, Certified Investment Management Analyst^®, CIMC^®, CPWA^®, and Certified Private Wealth Advisor^® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.