Imca

The Investment Advisor Body of Knowledge + Test Bank (eBook, ePUB)

Readings for the CIMA Certification

• Format: ePub

Produktbeschreibung

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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Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 1152
• Erscheinungstermin: 5. März 2015
• Englisch
• ISBN-13: 9781118912348
• Artikelnr.: 42509959

Autorenporträt

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.

Inhaltsangabe

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