Our study guide is organized by our expert author as a review of key topics and concepts you will need to pass. Focused on the CIMA® program from the Investments and Wealth Institute to ensure you are grasping the important, related concepts as efficiently as possible.
Created by our expert instructor to help you connect topics across the curriculum and focus on the key weighted areas. This Study Guide breaks down the difficult concepts enabling you to learn more efficiently. Proven to help candidates understand, retain and master the CIMA curriculum.
Includes:
- All learning objectives and definitions for the key terms contained in the CIMA® Examination 2019.
- Material organized to reflect CIMA 2019 content.
Table of Contents:
About the Instructor
Welcome CIMA Qualification Exam Candidates vii
Fundamentals 1
Statistics and Methods 3
Applied Finance and Economics 19
Global Capital Markets History and Valuation 39
Investments 45
Investment Vehicles 47
Equity 53
Fixed Income 63
Alternative Investments 71
Options, Futures, and Other Derivatives 81
Real Assets 87
Portfolio Theory and Behavioral Finance 93
Portfolio Theories and Models 95
Behavioral Finance Theory 103
Personal Investment Philosophies and Styles 111
Tools and Strategies Based on Technical Analysis 117
Risk and Return 119
Attributes of Risk 121
Risk Measurements 125
Performance Measurement and Attribution 129
Portfolio Construction and Consulting Process 137
Investments & Wealth Institute Code of Professional Responsibility 139
Client Discovery 151
Investment Policy 155
Portfolio Construction 161
Manager Search, Selection, and Monitoring 165
Portfolio Review and Revisions 177
