Certified Investment Management Analyst® Certification Program
It’s not easy for investors to make their own quality financial decisions today. Successful long-term investment planning is too complex, specialized and challenging to be an avocation for a population of do-it-yourselfers and day-traders.CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors 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.
I. Governance
- IMCA Code of Professional Responsibility and Standards of Practice
- Regulatory Considerations
II. Fundamentals
- Statistics and Methods
- Applied Finance and Economics
- Global Capital Markets History and Valuation
III. Portfolio Performance and Risk Measurements
- Attributes of Risk
- Risk Measurements
- Performance Measurement and Attribution
IV. Traditional and Alternative Investments
- Traditional Global Investments (Equity and Fixed Income)
- Fixed-Income Vehicles
- Foreign Exchange Market
- Alternative Investment
- Options, Futures, and Other Derivatives
- Tools and Strategies Based on Technical Analysis
V. Portfolio Theory and Behavioral Finance
- Portfolio Theories and Models
- Behavioral Finance Theory
VI. Investment Consulting Process
- Client Discovery
- Investment Policy Statement (IPS)
- Portfolio Risk Management Strategies
- Manager Search, Selection, and Monitoring
- Perform Portfolio Review and Revisions Process