CIMA® Certified Investment Management Analyst at UC Berkeley
Today, the industry recognizes the CIMA designation as the highest standard in consulting expertise. The CIMA designation belongs to an elite few in the investment profession. It represents the highest level of credibility, integrity, and most importantly, knowledge. Clients seek consultants who reflect the highest level of professionalism combined with financial expertise—all of which the CIMA designation indicates.
Program Description
The Certified Investment Management Analyst designation enhances your professionalism by placing you in the company of exceptional colleagues and demonstrating your commitment to continuing your education and increasing your knowledge. Add the CIMA designation to your name as the recognized standard for the highest quality consulting in the industry.
Learn more about the CIMA designation at the Investment Management Consultant's Association.
Who Should Attend
CIMA applicants must demonstrate that in three (3) of the past ten (10) years they have a material level of client-centered investment management consulting experience. Client-centered experience is defined as having a significant involvement in the investment consulting process for a meaningful number of clients or responsibility for significant assets on a recurring or ongoing basis. This involvement includes, but is not limited to, the following:
- Conducting manager search and due diligence
- Overseeing performance measurement and monitoring
- Designing investment policies or guidelines
- Structure asset allocation strategies
Tutoring
Tutoring is available for individuals and groups to prepare for the class and the exam. Contact Pierre Lemaire, below, or visit our tutoring page for more details.
Pierre Lemaire, CAIA®, ABD
President, Beta Educational Services, LLC
Pierre@BetaEducation.com
www.betaeducation.com
+1856.866.1555
