Investment Management Theory and Practice: A CIMA® Certification Registered Education Program (online)

Dates: There are no upcoming dates scheduled for this program

This online course is built around the Certified Investment Management Analyst® (CIMA) certification curriculum and is approved by the Investment Management Consultants Association® (IMCA®) as a registered education program thus fulfilling the initial education requirement for CIMA certification.

Please note this program is being redesigned and future dates will be posted once available. Please sign up below if you would like to receive email updates on the program.

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Investment Management Theory and Practice: A CIMA® Certification Registered Education Program (online)
Certificate Track: Management and Leadership
Location: Online
Tuition: $3,995
Program Days (for certificate credit): 5

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Investment Management Theory and Practice is an online course for investment professionals pursuing the prestigious CIMA certification. Candidates take this course entirely online over a 60-day period immediately preceding a CIMA certification exam testing window. There is no need to travel or spend a week out of the office as this course was built with busy schedules in mind. Participants may study at any time they choose (i.e., weekends, evenings or during the day).

This course, led by industry pioneer Andrew Lo and financial certification specialists, includes comprehensive coverage of the topics and learning objectives found in the CIMA Certification Exams Detailed Content Outline (aka: core topics list). This course has been developed to help you better understand the concepts, calculations, and applications found in the CIMA core topics list; help you prepare for and pass the MIT course exam and CIMA certification exam; and help you take your practice to the next level.

Investment Management Theory and Practice walks you through the core topics and learning objectives found in the CIMA certification curriculum line-by-line. This online course uses several learning methods to help participants succeed including: classroom lecture videos, learning modules, exercises and applications, quizzes and a sample test.

Topic coverage includes: ethics and regulation, a review of financial fundamentals (including statistics, time value of money, and economic analysis), risk management, performance measurement and analysis, traditional and alternative investments, portfolio theory and models, behavioral finance, and the investment consulting process (including client discovery, investment policy, portfolio construction and management, manager search and selection, and portfolio review).

This online course reviews financial and investment concepts, theories, models, and strategies. Participants will develop the skills and resources needed to build and manage successful investment portfolios. The faculty team help participants navigate the complex and sometimes confusing world of investment thought and application. Participants will learn to develop investment strategies and portfolios based on client goals and objectives, time horizon, and risk tolerance.

Successful completion of this course satisfies the CIMA certification education requirement.

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In this short video, Rob Dietel, Program Director, gives an overview of the new Investment Management Theory and Practice: A CIMA® Certification Registered Education Program.

Watch: Investment Management Theory and Practice Course Overview

View this information session with Jim Dobbs on the Investment Theory and Practice course (27 minute video)

Alternatives Monthly: Andrew Lo’s Strategy

In this Barron's article, the MIT professor uses behavioral science to build strategies at AlphaSimplex Group. Read more. (A subscription may be required.)