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EXPIRED ON NOVEMBER 30, 2024 This credential has expired and is no longer valid.
CIMA® Certification

Certified Investment Management Analyst® (CIMA®)

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Kelly Ann Stefanowicz

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

December 4, 2020

Expired on

November 30, 2024