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Overview of CIMA Workshops

Join Investments & Wealth Institute and PIMCO for a complimentary Investment Management Workshop—An Overview of the CIMA Body of Knowledge

These complimentary workshops are designed for financial advisors who are interested in learning about the Certified Investment Management Analyst (CIMA) certification. They are brought to you by Investments & Wealth Institute in partnership with PIMCO.

These complimentary six-hour classroom training programs focus on the key competencies required to deliver relevant investment consulting guidance to individuals and institutions: investment policy development, performance measurement and attribution, risk management, manager selection and portfolio construction. Content provides attendees with an introduction to the Certified Investment Management Analyst (CIMA) certification curriculum. 

  • Gain a better understanding of the curriculum offered through the Investments & Wealth Institute CIMA certification process
  • Improve your investment consulting and portfolio construction skills
  • Complement your self-study efforts in preparing for the certification with live instruction
  •  A financial calculator is required:
    • HP 10b, HP 10bll
    • HP 12C
    • HP 17B
    • TI BA II Plus
For questions please contact workshops@i-w.org.
*If you are already a member of the Investments & Wealth Institute or a holder of the CIMA designation, we have set aside a limited number of reservations. Your attendance will be confirmed in the order that it is received and based on availability.
 
Upcoming Events:

Tuesday, April 2, 2019
8:00 AM to 4:00 PM

Fairmont Dallas
1717 N Akard Street
Dallas, TX 75201

Registration

Dallas Schedule:
  8–8:30 AM
  Registration & Breakfast
  8:30–11:45 AM
  Part 1
  • Capital Markets, Return Calculations, and Risk Measurement
  • Risk Management, Portfolio Construction
  • Performance Measurement & Attribution, Investment Policy Statements
  11:45 AM-1 PM
  Lunch (included)
  1 PM-4:00 PM
  Part 2
  • Manager Search and Selection, Alternative Investments
  • Behavioral Finance, Ethics
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Tuesday, April 23, 2019
8:00 AM to 4:00 PM

The Wharton School
The Aresty Institute of Executive Education
University of Pennsylvania
255 South 38th Street
Philadelphia, PA 19104

Registration
 

Wharton Schedule:

  8–8:30 AM
  Registration & Breakfast
  8:30–11:45 AM
  Part 1
  • Capital Markets, Return Calculations, and Risk Measurement
  • Risk Management, Portfolio Construction
  • Performance Measurement & Attribution, Investment Policy Statements
  11:45 AM-1 PM
  Lunch (included)
  1 PM-2:00 PM
Special Presentation by Richard Marston, Phd, James R. F. Guy Professor of Finance, The Wharton School, University of Pennslyvania
  2 PM-4:00 PM
  Part 2
  • Manager Search and Selection, Alternative Investments
  • Behavioral Finance, Ethics
intro-CIMA-footer-wharton.jpg

Faculty:
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John Nersesian, CFP®, CIMA®, CPWA®, CIS
Head, Advisor Education, US Global Wealth Management, PIMCO


CE:

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This program will provide six (6) hours of CIMA®, CPWA®, RMA®and CFP®CE