The Investment Advisor Body of Knowledge: Readings for the CIMA Certification

  • 25h 40m
  • IMCA Investment Management Consultants Association
  • John Wiley & Sons (US)
  • 2015

The 2015 Certified Investment Management Analyst Body of Knowledge 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

In this Book

  • Introduction
  • IMCA Code of Professional Responsibility and Standards of Practice
  • Regulatory Considerations
  • Statistics and Methods
  • Applied Finance and Economics
  • Global Capital Markets—History and Valuation
  • Attributes of Risk
  • Risk Measurements
  • Performance Measurement and Attribution
  • Traditional Global Investments—Equity and Fixed Income
  • Fixed-Income Vehicles
  • Foreign Exchange Market
  • Alternative Investments
  • Options, Futures, and other Derivatives
  • Tools and Strategies Based on Technical Analysis
  • Portfolio Theories and Models
  • Behavioral Finance Theory
  • Client Discovery
  • Investment Policy Statement (IPS)
  • Portfolio Risk Management Strategies
  • Manager Search, Selection, and Monitoring
  • Perform Portfolio Review and Revisions Process
  • IMCA