The Investment Advisor Body of Knowledge + Test Bank

The Investment Advisor Body of Knowledge + Test Bank

Forfatter: IMCA
Forlag: Wiley
Utgave: 1
Utgivelsesår: 2015
ISBN: 9781118912324

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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

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