The Investment Advisor Body of Knowledge + Test Bank
eBook - ePub

The Investment Advisor Body of Knowledge + Test Bank

Readings for the CIMA Certification

,
  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

The Investment Advisor Body of Knowledge + Test Bank

Readings for the CIMA Certification

,

About this book

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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Information

Publisher
Wiley
Year
2015
Print ISBN
9781118912324
eBook ISBN
9781118912348
Edition
1
Subtopic
Finance

Table of contents

  1. Cover
  2. Title Page
  3. Copyright
  4. Dedicated
  5. Acknowledgments
  6. Introduction
  7. Chapter 1: IMCA Code of Professional Responsibility and Standards of Practice
  8. Chapter 2: Regulatory Considerations
  9. Chapter 3: Statistics and Methods
  10. Chapter 4: Applied Finance and Economics
  11. Chapter 5: Global Capital Markets: History and Valuation
  12. Chapter 6: Attributes of Risk
  13. Chapter 7: Risk Measurements
  14. Chapter 8: Performance Measurement and Attribution
  15. Chapter 9: Traditional Global Investments: Equity and Fixed Income
  16. Chapter 10: Fixed-Income Vehicles
  17. Chapter 11: Foreign Exchange Market
  18. Chapter 12: Alternative Investments
  19. Chapter 13: Options, Futures, and Other Derivatives
  20. Chapter 14: Tools and Strategies Based on Technical Analysis
  21. Chapter 15: Portfolio Theories and Models
  22. Chapter 16: Behavioral Finance Theory
  23. Chapter 17: Client Discovery
  24. Chapter 18: Investment Policy Statement (IPS)
  25. Chapter 19: Portfolio Risk Management Strategies
  26. Chapter 20: Manager Search, Selection, and Monitoring
  27. Chapter 21: Perform Portfolio Review and Revisions Process
  28. IMCA
  29. About the Author
  30. Index
  31. Advert
  32. Acces Code
  33. EULA