Introduction to the CIMA Coursework
Presented by John Nersesian, CIMA, CFP®, CIS
Managing Director
Nuveen Investments Wealth Management Services
This is a comprehensive training session designed to assist advisors in their preparation
for the Certified Investment Management Analyst (CIMA) designation.
The Workshop Covers
- Return Calculations
- Risk Measurement Techniques
- Risk Management
- Portfolio Construction
- Performance Measurement & Attribution
- Manager Search & Selection
- Derivatives
- Hedge Funds
- Behavioral Finance
- Investment Policy Statements (IPS)
- Ethics (IMCA Code of Responsibilities)
- Sample Questions
