Certified Investment Management Analyst (CIMA®)

 

A Financial Advisor who has earned the Certified Investment Management Analyst™ or CIMA® designation provides objective investment advice and guidance to both individuals and institutions. CIMA professionals apply state-of-the-art investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions. Every investment consultant who has earned the CIMA certification has passed an extensive background check, and has completed a demanding educational program from a top-tier business school. CIMA certificants must acquire specialized knowledge, including the following:
 

  • Investment strategies
  • Risk and return theories and practices
  • Asset selection and allocation
  • Modern portfolio theory
  • Investment manager evaluation
  • Portfolio performance measurement and attribution
  • Tax efficiency
  • Fixed income management
  • International financial markets
  • Alternative investments and derivatives
  • Behavioral finance
  • Ethical and legal considerations
  • Economic environment
  • Investment policy statements
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals