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Booth School of Business

Certified Investment Management Analyst (CIMA) Certification

Sep 4—Dec 6, 2019
6 days
Chicago, Illinois, United States
USD 4850
USD 808 per day

How it works

Disclaimer

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Description

CIMA® certification is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment advisor or consultant. Chicago Booth is a Registered Education Provider for the education program requirement in the certification process.

THE BOOTH ADVANTAGE

Program format - a hybrid approach

For a comprehensive learning experience, candidates will gain access to course content in multiple formats: live online, on demand, and in person. You will begin the program by attending several pre-course sessions live online before launching into the on-demand content. Woven throughout the course, live problem-solving sessions online allow you to apply concepts in real-time, get your questions answered, and keep your study on track. The program concludes with an optional last chance boot camp, a 2-day session in downtown Chicago.

Valuable mix of top Booth faculty and experienced practitioners

Given the extensive CIMA curriculum, our program assembles seven experts to cover the content–a number that is unmatched by any other education provider. The program is taught by top Booth faculty as well a CIMA professional.

The Chicago Approach™

Our faculty will challenge you to question assumptions, separate fact from fiction, and analyze information – and to recognize when it’s time to reevaluate. You will receive clear instruction and access to a curriculum designed to build a solid understanding. It is an approach with a proven track record: more than 85% of candidates who have studied at Chicago Booth have earned their CIMA.

PROGRAM OUTLINE

Precourse Content (Live online and recorded)

  • Time value of money
  • Basic statistics
  • Calculating returns
  • Risk measures and risk versus return basics
  • Applied finance and economics
  • Global capital markets history and valuation

Course Content (On demand)

  • Portfolio theory and models
  • Investment vehicles
  • Investment philosophies and styles
  • Options, futures, and other derivatives
  • Fixed income
  • Behavioral finance
  • Formulating tax-efficient strategies
  • Performance measurement
  • Portfolio construction and consulting process

Problem-Solving Sessions (Live online and recorded)

  • Held weekly over approximately eight weeks

Optional Last Chance Boot Camp (In person)

  • Held quarterly over a weekend in downtown Gleacher Center campus
  • Offered just prior to a CIMA exam period

About CIMA®

Since April 2011, CIMA® certification has been recognized as the only financial services credential in the US to meet an international standard for personnel certification (ISO 17024) and earn accreditation by the American National Standards Institute.

Administered through the Investments & Wealth Institute®, CIMA® certification is the only credential designed specifically for advanced investment consultants. CIMA certification signals that a professional has completed the rigorous program and has achieved a high level of competency, professionalism, and investment expertise. Chicago Booth is a Registered Education Provider for the education program requirement in the certification process.

Steps to Certification:

The CIMA certification program requires that candidates meet all eligibility requirements, including experience, education, examination, and ethics.

  • Step 1: Submit CIMA Certification program application to the Investments & Wealth Institute
  • Step 2: Complete Booth CIMA education program
  • Step 3: Pass certification examination
  • Step 4: Sign licensing agreement and adhere to the Investments & Wealth Institute Code of Professional Responsibility and Rules and Guidance for use of the marks

Who should attend

CIMA candidates who are preparing for the Qualification or Certification Exam. This workshop series is applicable to a wide range of financial professionals, including independent advisors, investment consultants, national and regional broker-dealer representatives, and bank/trust employees.

Experts

John Nersesian is managing director of wealth management services at Nuveen Investments, where his group provides wealth management and practice development education and consulting support to advisors. His experience includes work as a financial advisor to corporate executives, affluent families...
John C. Heaton studies asset pricing, portfolio allocation, and time-series econometrics. He first became drawn to this area because he was "intrigued by the idea of understanding economic phenomena both to guide policy and to help people make better decisions." His research in these areas has ea...
Lubos Pastor is Charles P. McQuaid Professor of Finance at the University of Chicago Booth School of Business. At Chicago Booth, he also serves as co-director of the Fama-Miller Center for Research in Finance and a member of the CRSP Indexes Advisory Council. Outside Chicago Booth, he is a member...
Pietro Veronesi is the Roman Family Professor of Finance at the University of Chicago, Booth School of Business. He is also the faculty director of Booth Ph.D. program, a director of the American Finance Association, a research associate of the National Bureau of Economic Research and a research ...
Ira Weiss specializes in tax strategy, financial accounting, mutual fund taxation, and private equity investing. He teaches advanced MBA courses in both tax strategy and entrepreneurship at Chicago Booth, and helps support the entrepreneurial community through his work as the Faculty Director of ...
Kathleen Fitzgerald is known at the University of Chicago as a superb educator. She brings a remarkably wide array of experience as an educator and a practitioner to the classroom. She has taught courses in Investments, Corporate Finance, Financial Accounting, Money and Banking, International Fin...
Veronica Guerrieri studies macroeconomics, search theory, labor and financial market frictions, dynamic contracting, and growth theory. "Coming from Europe, the malfunctioning of labor markets has always attracted my attention," she says. "My research explores frictional labor markets and other m...
Devin Pope studies a variety of topics at the intersection of economics and psychology. He has published work in top economics outlets such as the American Economic Review, Quarterly Journal of Economics, Journal of Political Economy, and Review of Economic Studies. He has also published in psych...

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Next dates

Sep 4—Dec 6, 2019
6 days
Chicago, Illinois, United States
USD 4850
USD 808 per day

How it works

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