|
|
|
 | With the financial crisis still a recent memory, individuals and institutional investors seek advice from financial professionals they can trust. They look to advisors for competence, credibility, and expertise. Fortunately, a credential exists for financial professionals to communicate to clients that they are committed to providing objective investment advice and have the technical know-how to do it.
The Certified Investment Management AnalystSM (CIMA®) certification is the only credential of its kind for those who want to attain a high level of competency as an advanced investment consultant. Administered through the Investment Management Consultants Association® (IMCA®), the CIMA certification certifies that the CIMA professional has completed a rigorous process to achieve a high level of competency, professionalism, and investment expertise.
Chicago Booth Executive Education has been approved by IMCA to offer the educational component of the CIMA certification program. The Booth program leverages years of experience as the exclusive provider of IMCA’s Certified Private Wealth Advisor® (CPWA®) certification. It also combines the expertise of leading Booth finance faculty, several of whom recently designed groundbreaking investable indexes for the Center for Research in Security Prices and who continue to blend academic theory with real-world relevance.
During this program, you will learn to: Make portfolio recommendations based on modern portfolio theory and post-modern portfolio theoryDevelop and recommend an investment policy for a client (individual or institutional)Analyze performance measurement and recommend the selection of managersAnalyze and recommend specific investmentsAnalyze ethical and legal implications |
| | Certified Investment Management AnalystSM (CIMA®) Certification Program Outline: | This program has been designed to maximize your time spent in Chicago, with the first session beginning at 8:00 am on Monday and the final review session concluding by 8:30 pm on Friday. Evening computational review sessions have been incorporated into the schedule to help you apply, process, and retain the information. These sessions will give you the opportunity to ask questions as well as work through sample problems. Focused case studies have also been incorporated into the syllabus to bring the content to life.
On Saturday, there will be an exam to measure your mastery of the program topics. Those who pass the exam will have successfully completed the Booth educational component in the CIMA certification process and will be thoroughly prepared to take the Certification Examination.
Topics covered during the program include:
Risk, Return, Understanding ReturnsPortfolio Theory and Mean-Variance AnalysisThe CAPM and the Index ModelMulti-factor ModelsMarket Anomalies and Market EfficiencyPerformance Measurement, Attribution, Appraisal- Practitioner Session: Writing Investment Policy Statements
Formulating Tax-Efficient StrategiesBehavioral FinanceFixed Income MarketsAlternative Investing: Derivatives, Hedge Funds and Private EquityPractitioner Session: Manager Search and SelectionPractitioner Session: Ethical and Legal ImplicationsInternational InvestingDynamic Portfolio Selection and Time Varying ReturnsEvaluating Risk |
| | Certified Investment Management AnalystSM (CIMA®) Certification Prerequisites: | The CIMA® certification program requires that candidates meet all eligibility requirements, including experience, education, examination, and ethics. Before attending the Chicago Booth program, there are two steps that you must complete first through IMCA:
1. Submit the CIMA Certification Program Application, fee, and undergo a background check
2. Pass the Qualification Examination If you have completed these steps and are ready to register for the educational component at Chicago Booth, please complete the registration form on this site.
If you have not begun the CIMA certification process or would like more information about IMCA's advanced certification qualifications, please contact IMCA directly at +1.303.770.3377 or visit their website at www.imca.org. |
| | Who Should Attend: | | The educational component offered by Chicago Booth Executive Education is for those that have already submitted an application to IMCA and have passed the Qualification Examination. |
| Certified Investment Management Analyst (CIMA®) Certification Program Faculty
| | | John C. Heaton |  John C. Heaton studies asset pricing, portfolio allocation, and time-series economics. He first became drawn to this area because he was "intrigued by the idea of understanding economic phenomena both to guide policy and to help people make better decisions." His research in these areas has earned him numerous fellowships, including an Alfred P. Sloan Research Fellowship from 1993 to 1995, a National Science Foundation Fellowship from 1993 to 1998, and a Provost Fund Fellowship from Massachusetts Institute of Technology (MIT) from 1989 to 1992.
Complete biography | | Lubos Pastor |  Lubos Pastor is Charles P. McQuaid Professor of Finance at the University of Chicago Booth School of Business. He is also a Research Associate at the National Bureau of Economic Research and a Research Fellow at the Centre for Economic Policy and Research. In addition, he serves as an Associate Editor of the Journal of Finance, Journal of Financial Economics, and Review of Financial Studies.
Complete biography | | Kathleen Fitzgerald |  Kathleen Fitzgerald is known at the University of Chicago as a superb educator. She teaches pre-MBA accounting and analytical methods at the University of Chicago Business School and Financial Accounting at the University of Chicago Law School. She holds the position as one of the few global Directors of Academic Support at the University Of Chicago Booth School of Business in London and Singapore in which she prepares members of the Booth Executive MBA program for the rigors of Chicago's quantitative approach to finance, economics, statistics, and marketing.
Complete biography | | Scott G. Thayer, CIMA® |  Scott Thayer is an Institutional Consulting Director - Investments with Graystone Consulting in Santa Rosa California. Scott started his career at EF Hutton in 1983 after leaving his position at Chico State University lecturing in Finance and Investments. Scott is focused predominantly on the advice and management of Non-Profit Foundations, both in the US and abroad. Throughout his career, he has been recognized both by the industry and his peers as a thought leader.
Complete biography | | Pietro Veronesi |  Professor Pietro Veronesi has been a part of the University of Chicago's teaching faculty since 1997, and currently is the Roman Family Professor of Finance and Robert King Steel Faculty Fellow. Veronesi conducts research that focuses on asset pricing, stock and bond valuation under Bayesian uncertainty and learning, and equilibrium models of return predictability. Veronesi is a research associate of the National Bureau of Economic Research and a research fellow of the Center for Economic and Policy Research. Veronesi teaches both masters- and PhD-level courses. He created a popular MBA course entitled "Cases in Financial Risk Management" which he teaches in addition to an MBA/PhD course on "Fixed Income Asset Pricing.” In 2009, he won the prestigious McKinsey award for excellence in teaching.
Complete biography |
| | In the News: | Chicago Booth Ranks #1 in the BusinessWeek Biennial Ranking of Full-Time MBA Programs
On November 15, 2012, Chicago Booth was ranked #1 by BusinessWeek. In the previous ranking, Chicago Booth also ranked first.
The Investment Management Issue, published by Chicago Booth May 2012
This issue showcases recent research on investment management by Chicago Booth faculty – including CIMA professors John Heaton and Lubos Pastor. The selected works feature empirical analysis based on CRSP data as well as new theoretical developments. A distinguishing feature of all the works is the insights they provide for the practice of investment management. The lessons range from new perspectives on the measurement and management of long-run risk and return, the evaluation of mutual fund performance and active management, and the impact of high water marks on the incentives of hedge fund managers.
Chicago Booth to Offer Certified Investment Management Analyst (CIMA) Designation
By Janet Aschkenasy, eFinancialCareers.com, February 2, 2012
IMCA Brings CIMA Certification Program to Chicago Booth
By Joyce Hanson, AdvisorOne, January 31, 2012
IMCA Introduces the University of Chicago Booth School of Business as a Registered Education Provider for CIMA Certification
By Ryan Hoffman, IMCA, January 30, 2012
CRSP Launches Investable Indexes: How Booth faculty helped create new groundbreaking products
By Patricia Houlihan and Diane Treuthart, Chicago Booth Magazine, Winter 2011 |
|
|
|
|
| Register Now |
| Oct 14-Oct 19 2013 | $5,800.00 |  |
|
|
|
The fee includes tuition, course materials, continental breakfast, lunches, refreshments, and all dinners. Lodging and transportation costs are not included.
The University of Chicago Booth School of Business has reserved a limited block of rooms at the InterContinental Chicago hotel. Single or double rooms are available at a discounted rate. |
|
|
|
| CIMA® Program Information Request |
| Thank you for your interest in Certified Investment Management AnalystSM (CIMA®) Certification. Please fill out the information below, and we will be in touch with you shortly. If you wish, you can subscribe to our quarterly newsletter describing all of the Chicago Booth Executive Education offerings--simply check the appropriate box below. |
|
|
|
|
|