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