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The Investment Advisor Body Of Knowledge
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The Investment Advisor Body Of Knowledge

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定價
:NT$ 5700 元
優惠價
905130
若需訂購本書,請電洽客服 02-25006600[分機130、131]。
商品簡介
作者簡介

商品簡介

The complete body of knowledge for CIMA candidates and professionals

The 2015 Certified Investment Management AnalystR Body of Knowledge + Test Bank will help any financial advisor prepare for and pass the CIMA exam, and includes key information and preparation for those preparing to take the test.

CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. Having the CIMA designation has led to more satisfied careers, better compensation, and management of more assets for higher-net-worth clients than other advisors. The book covers the five core topics of the exam:

  • Making portfolio recommendations based on modern portfolio theory and post-modern portfolio theory
  • Developing and recommending an investment policy for a client
  • Analyzing performance measurement and recommending the selection of managers
  • Analyzing and recommending specific investments
  • Analyzing ethical and legal implications

The 2015 Certified Investment Management AnalystR Body of Knowledge + Test Bank is essential for financial advisors and finance professionals who want to pass the exam and earn CIMA designation.

作者簡介

About IMCA
Established in 1985, IMCA is a nonprofit professional association and credentialing organization with more than 10,000 individual members and certificants in the United States and Canada, including 400 international affiliate members. IMCA members collectively manage more than $2.477 trillion, providing investment consulting and wealth management services to individual and institutional clients. Since 1988, IMCA has offered the Certified Investment Management AnalystR (CIMAR) certification, which earned accreditation by the American National Standards Institute (ANSI) in April 2011, making it the first financial services credential in the United States to meet international standards (ISO 17024) for personnel certification.
IMCAR and Investment Management Consultants AssociationR are registered trademarks of Investment Management Consultants Association Inc. CIMAR, Certified Investment Management AnalystR, CIMCR, CPWAR, and Certified Private Wealth AdvisorR are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.

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優惠價:90 5130
若需訂購本書,請電洽客服 02-25006600[分機130、131]。

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