2019 CIMA Overview Dallas

The Investments & Wealth Institute, in partnership with PIMCO and Yale School of Management, invites you to attend a complimentary workshop designed for financial advisors interested in learning about the Certified Investment Management Analyst® (CIMA®) certification.

  • Tuesday
    April 02, 2019

Tuesday, April 02

Session Speakers
8:00–8:30 a.m.

Registration & Breakfast

    8:30–11:45 a.m.

    Part 1

    • Capital Markets, Return Calculations, and Risk Measurement
    • Risk Management, Portfolio Construction
    • Performance Measurement & Attribution, Investment Policy Statements

    11:45 a.m.–12:45 p.m.

    Lunch (included)

      1:00–4:00 p.m.

      Part 2

      • Manager Search and Selection, Alternative Investments
      • Behavioral Finance, Ethics