Certified Investment Management Analyst® certification
I am proud to announce obtaining CIMA® certificate (Certified Investment Management Analyst® certificate) which will contribute to even more efficient servicing of High-net-worth individual clients.
The study program was perfectly balanced with an emphasis on the practical side. The diagram above shows the core topics which are:
- Fundamentals
- Investments
- Behavioral Finance, Portfolio Theory and Construction
- Performance Analysis
- Portfolio Implementation and Consulting Process
Moreover, there were plenty of maths in the program, approx 50 formulas on the formula sheet and other around 40 formulas which should be memorized.
What is CIMA® certification?❓
🟢 CIMA® mark = Certified Investment Management Analyst® certificant
🟢 It is the highest level of investment education for client-facing advisors
🟢 Program for advanced investment professionals such as advisors, consultants or analysts who work with U/HNWIs
🟢 The certification program was introduced in 1988
🟢 More than 9,000 certificants around the world
🟢 Administered by Investments & Wealth Institute
Why did I choose CIMA® certificate?❓
There are several certifications for investment management professionals (CFA, CAIA, CFP, CEFA, CIPM and some others) so here are the main reasons why CIMA® certificate is a great choice from my point of view:
✅ Educational program provided by Yale School of Management
✅ Very practical and updated curriculum without unnecessary theory
✅ Possibility to study fully online and setting your own individual study plan
✅ Mandatory continuing education of 40 hours / every 2 years which is a commitment to the industry to follow the current trends and lifelong learning journey (rare in the industry to this extent)
✅ Only 1 challenging exam (4 hours long)