Our very own portfolio manager, Grant Ball, has passed the Certified Investment Management Analyst® (CIMA®) exam! The CIMA® Certification is one of the most respected, yet difficult to achieve, professional investment certifications in our industry.
The CIMA® certification is uniquely designed to provide a useful and relevant balance of theory and practical knowledge. It goes well beyond the fundamentals, with deep dives into advanced portfolio management, portfolio construction, and risk management techniques. The CIMA® certification program provides a systematic process that professional money managers can use to put their clients’ strategies into action.
Here are just some of the topics covered in the certification coursework:
Congratulations, Grant! This was a big accomplishment and will be a huge asset to our clients.
