The Impact of the CIMA Certification on Investment Advisory Practices

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The Certified Investment Management Analyst (CIMA) program is a technical portfolio creation program for client-facing advisors such as financial advisers, analysts, wealth management specialists, and investment consultants. It is a fiduciary procedure that outlines a framework for asset allocation, manager selection, and portfolio rebalancing.

Economy & Finance

The Impact of the CIMA Certification
on Investment Advisory Practices

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