Certified Investment Management Analyst Certification - CIMA

Unrivaled knowledge that generates confidence. Industry-leading expertise that inspires trust. It’s what investors want from their financial advisor. Distinguish yourself as an advanced investment consultant.

Certified Investment Management
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Dates: March 16-20, 2015


Location: Carnegie Mellon University 

Tepper School of Business 

Executive Education Center 

Pittsburgh, PA 15213


Fee:  $5,800

Fee discounts apply:

- $5,100; register by 1/1/15

- $4,900; hold spot prior to Qualification Exam

- Additional group discounts apply


Increased Competence, Confidence, Compensation and Credibility – What are you waiting for?


Leveraging the intellectual excellence of its world-class faculty, the Tepper School of Business joins with the Investment Management Consultants Association® to prepare investment professionals to attain the industry’s most respected credential – the Certified Investment Management Analyst® (CIMA®) certification.


The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as advanced investment consultants.  CIMA professionals integrate a complex body of investment knowledge to provide objective investment advice and guidance to individuals and institutions.


This program covers five core topic areas including Portfolio Theory, Asset Allocation, Performance Measurement, Manager Selection, and Investment Policy.


As a result of this program, participants will gain:


- Knowledge and tools to effectively manage investment portfolios for individual and institutional clients.

- Ability to recommend portfolio strategies based on modern portfolio theory and post-modern portfolio theory.

- Practical application of fund management  with the understanding of empirical and theoretical fundamentals of risk and return.

- Tools to analyze and interpret asset performance forecasts.

- Understanding of legal regulations, implications, and compliance.

  • Program Overview

    The Carnegie Mellon program is structured for small group interaction. We limit the number of participants to allow for direct interaction with industry experts and renowned faculty instructors. This model enables participants to best prepare for the CIMA examination but also provides each with direct and immediately applicable skills.

    Unlike other programs that extend into the weekend, ours runs Monday morning through Friday afternoon allowing for Friday travel. Coursework is divided across the five-day program with daily review sessions and a comprehensive final exam.

    Program Topics include:

    - Governance: Code of Conduct

    - Fundamentals: Statistics & Methods, Applied Finance, Global Markets & Valuation

    - Portfolio Performance & Risk Measurements

    - Traditional and Alternative Investments: Fixed Income Vehicles, Foreign Exchange Market, Alternatives

    - Portfolio Theory & Behavioral Finance

    - Investment Consulting Process

     

    For a detailed program schedule, download the program brochure.

  • Benefits of CIMA Certification

    The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as advanced investment consultants. The benefits of certification are many:

    Earn More: One-third of CIMA professionals report earnings more than $380,000 a year, compared to only 6% of other advisors

    Manage More Assets: Both solo and team practices with CIMA professionals manage twice the assets per client and generate twice the revenue per client compared to other practices.

    Advise More Affluent Clients: 52 percent of practices with more than one CIMA professional advise high-net-worth and ultra-high-net-worth clients.

    Capture Additional Assets: 70 percent of practices with a CIMA professional attract 75% or more of their clients’ investment assets.

    Gain Higher Satisfaction: CIMA professionals are nearly twice as likely to be “very satisfied” with their careers than other advisors.

     

    Invest in your future. Register today.

  • Participants

    This program is designed for financial professionals that have passed the IMCA Qualification Exam. Tepper School of Business offers the education component of the five step certification process. Candidates who have passed the Qualification Exam are ready to enroll with Carnegie Mellon. If you are currently working in the industry, the Qualification Exam would be a review of your industry knowledge.

    Steps to Earning the Certification:

    Step 1 – Submit CIMA Certification Application

    Step 2 – Pass Qualification Examination

    Step 3 – Complete Registered Education Program at Carnegie Mellon

    Step 4 – Pass Certification Examination

    Step 5 - Licensing

     

    If you have not yet submitted an application to IMCA, please visit their website to begin the process. 

  • Faculty

    Distinguished Program Faculty include:

    Burton Hollifield
    PNC Profesor of Finance - Tepper School of Business, Carnegie Mellon University

    Burton Hollifield holds the PNC Professorship of Finance as a Professor of Financial Economics. Professor Hollifield received his Ph.D. from Carnegie Mellon, Masters degree from Queen’s University at Kingston and Bachelor degree from the University of Calgary.Research interests include asymmetric information in financial markets, insider trading, limit order markets, portfolio theory, asset pricing.

     

    Michael Gallmeyer
    Associate Professor Commerce, McIntire School of Commerce, University of Virginia

    Professor Gallmeyer specializes in studying how market imperfections influence security prices and trade. His current research focuses on taxation, trading constraints, liquidity, and monetary policy. Before joining the McIntire faculty, Professor Gallmeyer was on the faculty at the Mays Business School at Texas A&M University and the Tepper School of Business at Carnegie Mellon University. He has published in leading academic journals such as Journal of Financial Economics; Journal of Monetary Economics; Review of Finance; Mathematical Finance; and Journal of Economic Dynamics and Control. He has also presented his research at numerous universities and conferences. Professor Gallmeyer serves as an associate editor for Mathematics and Financial Economics.

     

    Bryan Routledge
    Associate Professor of Finance, Tepper School of Business, Carnegie Mellon University

    Bryan R. Routledge is an Associate Professor of Finance and a member of Carnegie Mellon’s Center for Computational Finance. He completed his Ph.D. at The University of British Columbia, holds a Bachelor of Commerce from Queen’s University, and is a chartered accountant. His research covers a broad array of topics in financial economics. Recent research has focused on the link between individual and asset market behavior. For example, understanding the link between ambiguity and market liquidity and the implication of downside risk for equity returns.Professor Routledge’s teaching includes corporate finance and venture capital and private equity to the MBA students in the Tepper School of Business at Carnegie Mellon. He has twice received the George Leland Bach Teaching Award for excellence in the Master’s Program. Professor Routledge is also an experienced executive education presenter, conducting customized finance programs for companies in industries such as energy, retail and pharmaceuticals.

     

    Roger Gibson, CFA

    Roger Gibson  is best known as the author of the investment classic, Asset Allocation: Balancing Financial Risk (McGraw-Hill). First published in 1989, it was released recently in its fifth edition and remains a best-selling book on asset allocation. Investment Advisor magazine awarded Gibson the Dow Jones Portfolio Management Award in the category of book publication for this work. The award is given to individuals who have “contributed significantly to the art and science of portfolio management.”  The book has been published in German, Japanese, Korean, Chinese, Indian, and Russian editions.Gibson has been a frequent speaker at national conferences for investment professionals for over 25 years. Financial Planning magazine recognized him as one of the “movers and shakers” of the financial services industry. He is a steering group member and a past Chairman of the Committee for the Fiduciary Standard, a group of leading financial advisors working to uphold stricter standards for all of those who provide investment advice. Gibson earned his MBA from Carnegie Mellon University.  He is the Chief Investment Officer of Gibson Capital, LLC, a Registered Investment Advisor serving high net worth individuals and institutional clients nationwide.

     

    Christopher J. Sidoni, CFA, CFP

    Christopher J. Sidoni, CFA, CFP® is the Director of Investment Research and Partner of Gibson Capital, LLC, located in Wexford, Pennsylvania. Sidoni has professional experience ranging from high net worth portfolio management to comprehensive financial planning. As an investment advisor with Gibson Capital, Sidoni manages all aspects of client relationships. As Director of Investment Research, he directs the firm’s investment research and due diligence efforts. Sidoni is a contributor to the fifth edition of Roger C. Gibson's book, Asset Allocation: Balancing Financial Risk, published by McGraw-Hill. He speaks at educational conferences for professional audiences on the topics of asset allocation, portfolio design, and investor behavior. Sidoni earned his Master of Business Administration degree from the Tepper School of Business at Carnegie Mellon University. He holds the professional designations of Chartered Financial Analyst (CFA) and Certified Financial Planner® (CFP®).