April 02, 2019
The Fairmont Dallas
This six hour classroom training program focuses 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.
Head, Advisor Education, US Global Wealth Management
Membership is an invitation to excel in a highly challenging profession. Our advanced education and certifications enable you to give your clients the highest-quality advice and service.