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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
Sommario
Acknowledgments vii
Introduction xi
CHAPTER 1 IMCA Code of Professional Responsibility and Standards of Practice 1
CHAPTER 2 Regulatory Considerations 37
CHAPTER 3 Statistics and Methods 47
CHAPTER 4 Applied Finance and Economics 105
CHAPTER 5 Global Capital Markets: History and Valuation 235
CHAPTER 6 Attributes of Risk 307
CHAPTER 7 Risk Measurements 321
CHAPTER 8 Performance Measurement and Attribution 333
CHAPTER 9 Traditional Global Investments: Equity and Fixed Income 393
CHAPTER 10 Fixed-Income Vehicles 471
CHAPTER 11 Foreign Exchange Market 547
CHAPTER 12 Alternative Investments 569
CHAPTER 13 Options, Futures, and Other Derivatives 651
CHAPTER 14 Tools and Strategies Based on Technical Analysis 703
CHAPTER 15 Portfolio Theories and Models 759
CHAPTER 16 Behavioral Finance Theory 815
CHAPTER 17 Client Discovery 899
CHAPTER 18 Investment Policy Statement (IPS) 997
CHAPTER 19 Portfolio Risk Management Strategies 1017
CHAPTER 20 Manager Search, Selection, and Monitoring 1049
CHAPTER 21 Perform Portfolio Review and Revisions Process 1083
IMCA 1103
About the Author 1105
Index 1107
Info autore
About IMCA
Established in 1985, IMCA is a nonprofit professional association and credentialing organization with more than 10,000 individual members and certificants in the United States and Canada, including 400 international affiliate members. IMCA members collectively manage more than $2.477 trillion, providing investment consulting and wealth management services to individual and institutional clients. Since 1988, IMCA has offered the Certified Investment Management Analyst
® (CIMA
®) certification, which earned accreditation by the American National Standards Institute (ANSI) in April 2011, making it the first financial services credential in the United States to meet international standards (ISO 17024) for personnel certification.
IMCA
® and Investment Management Consultants Association
® are registered trademarks of Investment Management Consultants Association Inc. CIMA®, Certified Investment Management Analyst
®, CIMC
®, CPWA
®, and Certified Private Wealth Advisor
® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.
