The Investment Advisor Body of Knowledge + Test Bank: Readings for the CIMA Certification.pdf
The complete body of knowledge for CIMA candidates and professionals The 2015 Certified Investment Management Analyst (R) 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 investors 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 covers the five core topics of the exam: Making portfolio recommendations based on modern portfolio theory and post-modern portfolio theory Developing and recommending an investment policy for a client Analyzing performance measurement and recommending the selection of managers Analyzing and recommending specific investments Analyzing ethical and legal implications The 2015 Certified Investment Management Analyst (R) Body of Knowledge + Test Bank is essential for financial advisors and finance professionals who want to pass the exam and earn CIMA designation.
Introduction Chapter One: IMCA Code of Professional Responsibility and Standards of Practice Chapter Two: Fiduciary Responsibilities Chapter Three: Statistics and Methods Chapter Four: Applied Finance and Economics Chapter Five: Global Capital Markets History and Valuation Chapter Six: Attributes of Risk Chapter Seven: Global Capital Markets History and Valuation Chapter Eight: Performance Measurement and Attribution Chapter Nine: Traditional Global Investments (Equity and Fixed Income) Chapter Ten: Fixed-Income Vehicles Chapter Eleven: Foreign Exchange Market Chapter Twelve: Alternative Investments Chapter Thirteen: Options, Futures, and Other Derivatives Chapter Fourteen: Tools and Strategies Based on Technical Analysis Chapter Fifteen: Portfolio Theories and Models Chapter Sixteen: Behavioral Finance Chapter Seventeen: Client Discovery Chapter Eighteen: Investment Policy Statement (IPS) Chapter Nineteen: Portfolio Risk Management Strategies Chapter Twenty: Manager Search, Selection, and Monitoring Chapter Twenty-one: Manager Perform Portfolio Review and Revisions Process About the Author Index