Description

Book Synopsis

The complete body of knowledge for CIMA candidates and professionals

The 2015 Certified Investment Management AnalystBody of Knowledge + Test Bankwill 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<

    Table of Contents

    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

The Investment Advisor Body of Knowledge Test

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      Publisher: John Wiley & Sons Inc
      Publication Date: 24/04/2015
      ISBN13: 9781118912324, 978-1118912324
      ISBN10: 1118912322
      Also in:
      Management accounting and auditing

      Description

      Book Synopsis

      The complete body of knowledge for CIMA candidates and professionals

      The 2015 Certified Investment Management AnalystBody of Knowledge + Test Bankwill 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<

        Table of Contents

        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

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