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2019 CIMA Overview Dallas

April 02, 2019
The Fairmont Dallas

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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. 

  • Gain a better understanding of the curriculum offered through the Investments & Wealth Institute CIMA certification process
  • Improve your investment consulting and portfolio construction skills
  • Compliment your self-study efforts in preparing for the certification with live instruction

Why Become A Member?

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.

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