- Gary L. WardeinExpiration Date: 10/31/2023 Initial Certification: 11/07/2007 Institute ID: 10903

Gary L. Wardein
Expiration Date: 10/31/2023
Initial Certification: 11/07/2007
Institute ID: 10903
Gary L. Wardein
Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction and manager search and selection designation. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisors.
Skills / Knowledge
- Investment Management
- Portfolio Construction
- Applied Finance
- Economics
- Global Capital Markets
- Investment Vehicles
- Equity
- Fixed Income
- Alternative Investments
- Options/Futures
- Real Assets
- Portfolio Theories and Models
- Behavioral Finance Theory
- Attributes of Risk
- Risk Measurement
- Performance Measurement and Attribution
- Client Discovery
- Investment Policy
- Manager Search and Selection
- Portfolio Review and Revisions
- Statistics and Methods
Issued on
November 7, 2007
Expired on
October 31, 2023