The Investment Advisor Body of Knowledge
Readings for the CIMA Certification
Gebonden Engels 2015 9781118912324Samenvatting
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
Specificaties
Lezersrecensies
Inhoudsopgave
<p>Acknowledgments vii</p>
<p>Introduction xi</p>
<p>CHAPTER 1 IMCA Code of Professional Responsibility and Standards of Practice 1</p>
<p>CHAPTER 2 Regulatory Considerations 37</p>
<p>CHAPTER 3 Statistics and Methods 47</p>
<p>CHAPTER 4 Applied Finance and Economics 105</p>
<p>CHAPTER 5 Global Capital Markets: History and Valuation 235</p>
<p>CHAPTER 6 Attributes of Risk 307</p>
<p>CHAPTER 7 Risk Measurements 321</p>
<p>CHAPTER 8 Performance Measurement and Attribution 333</p>
<p>CHAPTER 9 Traditional Global Investments: Equity and Fixed Income 393</p>
<p>CHAPTER 10 Fixed–Income Vehicles 471</p>
<p>CHAPTER 11 Foreign Exchange Market 547</p>
<p>CHAPTER 12 Alternative Investments 569</p>
<p>CHAPTER 13 Options, Futures, and Other Derivatives 651</p>
<p>CHAPTER 14 Tools and Strategies Based on Technical Analysis 703</p>
<p>CHAPTER 15 Portfolio Theories and Models 759</p>
<p>CHAPTER 16 Behavioral Finance Theory 815</p>
<p>CHAPTER 17 Client Discovery 899</p>
<p>CHAPTER 18 Investment Policy Statement (IPS) 997</p>
<p>CHAPTER 19 Portfolio Risk Management Strategies 1017</p>
<p>CHAPTER 20 Manager Search, Selection, and Monitoring 1049</p>
<p>CHAPTER 21 Perform Portfolio Review and Revisions Process 1083</p>
<p>IMCA 1103</p>
<p>About the Author 1105</p>
<p>Index 1107</p>
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