{"product_id":"the-investment-advisor-body-of-knowledge-test-bank-isbn-9781118912324","title":"The Investment Advisor Body of Knowledge + Test Bank","description":"\u003cp\u003e\u003cb\u003eThe complete body of knowledge for CIMA candidates and professionals\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003ci\u003eThe 2015 Certified Investment Management Analyst\u003c\/i\u003e\u003ci\u003e \u003c\/i\u003e\u003ci\u003eBody of Knowledge + Test Bank\u003c\/i\u003e\u003ci\u003e \u003c\/i\u003ewill help any financial advisor prepare for and pass the CIMA exam, and includes key information and preparation for those preparing to take the test.\u003c\/p\u003e \u003cp\u003eCIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual 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 is laid out based on the six domains covered on the exam:\u003c\/p\u003e \u003cul\u003e \u003cli\u003e I. Governance\u003c\/li\u003e \u003cli\u003e II. Fundamentals (statistics, finance, economics)\u003c\/li\u003e \u003cli\u003e III. Portfolio Performance and Risk Measurements\u003c\/li\u003e \u003cli\u003e IV. Traditional and Alternative Investments\u003c\/li\u003e \u003cli\u003e V. Portfolio Theory and Behavioral Finance\u003c\/li\u003e \u003cli\u003eVI. Investment Consulting Process\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eAcknowledgments vii\u003c\/p\u003e \u003cp\u003eIntroduction xi\u003c\/p\u003e \u003cp\u003eChapter 1 IMCA Code of Professional Responsibility and Standards of Practice 1\u003c\/p\u003e \u003cp\u003eChapter 2 Regulatory Considerations 37\u003c\/p\u003e \u003cp\u003eChapter 3 Statistics and Methods 47\u003c\/p\u003e \u003cp\u003eChapter 4 Applied Finance and Economics 105\u003c\/p\u003e \u003cp\u003eChapter 5 Global Capital Markets: History and Valuation 235\u003c\/p\u003e \u003cp\u003eChapter 6 Attributes of Risk 307\u003c\/p\u003e \u003cp\u003eChapter 7 Risk Measurements 321\u003c\/p\u003e \u003cp\u003eChapter 8 Performance Measurement and Attribution 333\u003c\/p\u003e \u003cp\u003eChapter 9 Traditional Global Investments: Equity and Fixed Income 393\u003c\/p\u003e \u003cp\u003eChapter 10 Fixed-Income Vehicles 471\u003c\/p\u003e \u003cp\u003eChapter 11 Foreign Exchange Market 547\u003c\/p\u003e \u003cp\u003eChapter 12 Alternative Investments 569\u003c\/p\u003e \u003cp\u003eChapter 13 Options, Futures, and Other Derivatives 651\u003c\/p\u003e \u003cp\u003eChapter 14 Tools and Strategies Based on Technical Analysis 703\u003c\/p\u003e \u003cp\u003eChapter 15 Portfolio Theories and Models 759\u003c\/p\u003e \u003cp\u003eChapter 16 Behavioral Finance Theory 815\u003c\/p\u003e \u003cp\u003eChapter 17 Client Discovery 899\u003c\/p\u003e \u003cp\u003eChapter 18 Investment Policy Statement (IPS) 997\u003c\/p\u003e \u003cp\u003eChapter 19 Portfolio Risk Management Strategies 1017\u003c\/p\u003e \u003cp\u003eChapter 20 Manager Search, Selection, and Monitoring 1049\u003c\/p\u003e \u003cp\u003eChapter 21 Perform Portfolio Review and Revisions Process 1083\u003c\/p\u003e \u003cp\u003eIMCA 1103\u003c\/p\u003e \u003cp\u003eAbout the Author 1105\u003c\/p\u003e \u003cp\u003eIndex 1107\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAbout IMCA\u003cbr\u003e\u003c\/b\u003eEstablished 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 Analyst\u003csup\u003e®\u003c\/sup\u003e (CIMA\u003csup\u003e®\u003c\/sup\u003e) 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.\u003cbr\u003eIMCA\u003csup\u003e®\u003c\/sup\u003e and Investment Management Consultants Association\u003csup\u003e® \u003c\/sup\u003eare registered trademarks of Investment Management Consultants Association Inc. CIMA®, Certified Investment Management Analyst\u003csup\u003e®\u003c\/sup\u003e, CIMC\u003csup\u003e®\u003c\/sup\u003e, CPWA\u003csup\u003e®\u003c\/sup\u003e, and Certified Private Wealth Advisor\u003csup\u003e®\u003c\/sup\u003e 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.\u003c\/p\u003e \u003cp\u003eAs today's complex investing landscape continues to evolve, investors need guidance from well-trained, certified advisors now more than ever. The Certified Investment Management Analyst\u003csup\u003e®\u003c\/sup\u003e (CIMA\u003csup\u003e®\u003c\/sup\u003e) certification program is the \u003ci\u003eonly\u003c\/i\u003e certification designed specifically for financial professionals seeking advanced skills and knowledge required to serve retail and institutional clients' sophisticated investment needs.\u003c\/p\u003e \u003cp\u003eThe CIMA certification is also the only internationally accredited financial services certification in the United States. In April 2011, the American National Standards Institute (ANSI) awarded international accreditation to CIMA certification, setting it apart from the hundreds of designations in the opaque financial services credentialing marketplace. Simply put, CIMA certification is regarded as \u003ci\u003ethe standard\u003c\/i\u003e for investment advice.\u003c\/p\u003e \u003cp\u003eInternational accreditation is one of many reasons CIMA certification directly contributes to advisors' success. CIMA professionals report being more satisfied with their careers, earning better compensation, and managing more assets for higher-net-worth clients than other advisors, according to research conducted by the Aite Group.\u003c\/p\u003e \u003cp\u003eWhether you're beginning the CIMA certification process or seeking to further your investment advisory expertise, \u003ci\u003eThe Investment Advisor Body of Knowledge\u003c\/i\u003e is an invaluable resource to help you advance your career and become a better investment advisor.\u003c\/p\u003e   \u003cp\u003e\"If you specialize in working directly with clients to develop investment policy, select a portfolio of outside money managers, and evaluate and monitor the portfolio over time, the CIMA program is the best education available. Period.\"\u003cbr\u003e \u003cb\u003e—Kevin M. Sánchez,\u003c\/b\u003e CIMA\u003csup\u003e®\u003c\/sup\u003e, CPWA\u003csup\u003e®\u003c\/sup\u003e, CFP\u003csup\u003e®\u003c\/sup\u003e  \u003c\/p\u003e\u003cp\u003e\u003cb\u003eThe curated guide to aid in your studies for the CIMA\u003csup\u003e®\u003c\/sup\u003e qualification and certification exams\u003c\/b\u003e\u003cbr\u003e \u003c\/p\u003e\u003cp\u003e\u003ci\u003eThe Investment Advisor Body of Knowledge\u003c\/i\u003e is a comprehensive text designed for anyone preparing for the Certified Investment Management Analyst® (CIMA®) certification process. Content is aligned with the certification's six core topic domains and covers the most relevant subject matter from expert practitioners and academics. Each of the 21 chapters contains learning objectives and summaries to guide you through the preparation process. The readings clearly explain key financial and investment concepts, theories, and applications while highlighting calculations and applications tested on the CIMA qualification exam and the CIMA certification exam.  \u003c\/p\u003e\u003cp\u003eSupplementary material included with \u003ci\u003eThe Investment Advisor Body of Knowledge\u003c\/i\u003e helps simplify the study process. With practice questions covering each section, the companion website helps readers gather and retain new information.  \u003c\/p\u003e\u003cp\u003e\u003ci\u003eThe Investment Advisor Body of Knowledge\u003c\/i\u003e was developed specifically to cover CIMA certification curriculum topics, though any investment advisor may use this valuable material to gain an intimate understanding of investment theories and models that may be implemented—and ultimately transformed—into sound investment solutions for clients.\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47990269640933,"sku":"NP9781118912324","price":150.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9781118912324.jpg?v=1761787140","url":"https:\/\/k12savings.com\/es\/products\/the-investment-advisor-body-of-knowledge-test-bank-isbn-9781118912324","provider":"K12savings","version":"1.0","type":"link"}