Education is important and every day is a learning experience. As tax laws, investment dynamics and planning techniques change, we feel that it is vital to invest in the client relationship through continuing educational opportunities. Our firm takes a holistic approach to wealth management. We examine the planning, investment and tax aspects of all client relationships. Through our continuing education efforts, we remain updated on the latest techniques involving institutional consulting, wealth management, investment trends, and best practices in our industry. Education is vital, and experience is priceless.
What is a Certified Investment Management Analyst or CIMA?
Certified Investment Management Analyst (CIMA) professionals provide objective investment advice and guidance to both individuals and institutions. The CIMA professional integrates a complex body of investment knowledge and applies it systematically and ethically to assist clients in making prudent investment decisions.
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. As the premier designation in the industry, the CIMA program offers an intense educational experience focusing on asset allocation, manager search and selection, investment policy, and performance measurement. The CIMA program concludes with IMCA study through the Wharton School of Business, University of Pennsylvania.
All CIMA professionals have completed a background check and a minimum experience requirement. They are educated by the best schools in the nation, pass a comprehensive examination, adhere to a professional code of ethics, and maintain 40 hours of continuing education every two years.
For more information relating to CIMA designees, please download this informational piece from the Investment Management Consultant's Association.
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