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The Investment Advisor Body of Knowledge + Test Bank: Readings for the CIMA Certification


"If you specialize in working directly with clients to develop investment policy, select a portfolio of outside money managers, and evaluate and monitor the portfolio over time, the CIMA program is the best education available. Period."
—Kevin M. Sánchez, CIMA®, CPWA®, CFP®

The curated guide to aid in your studies for the CIMA® qualification and certification exams

The Investment Advisor Body of Knowledge is a comprehensive text designed for anyone preparing for the Certified Investment Management Analyst® (CIMA®) certification process. Content is aligned with the certification's six core topic domains and covers the most relevant subject matter from expert practitioners and academics. Each of the 21 chapters contains learning objectives and summaries to guide you through the preparation process. The readings clearly explain key financial and investment concepts, theories, and applications while highlighting calculations and applications tested on the CIMA qualification exam and the CIMA certification exam.

Supplementary material included with The Investment Advisor Body of Knowledge helps simplify the study process. With practice questions covering each section, the companion website helps readers gather and retain new information.

The Investment Advisor Body of Knowledge was developed specifically to cover CIMA certification curriculum topics, though any investment advisor may use this valuable material to gain an intimate understanding of investment theories and models that may be implemented—and ultimately transformed—into sound investment solutions for clients.


Chapter One: IMCA Code of Professional Responsibility and Standards of Practice

Chapter Two: Regulatory Considerations

Chapter Three:  Statistics and Methods

Chapter Four:  Applied Finance and Economics

Chapter Five: Global Capital Markets History and Valuation

Chapter Six: Attributes of Risk

Chapter Seven: Risk Measurements

Chapter Eight: Performance Measurement and Attribution

Chapter Nine: Traditional Global Investments (Equity and Fixed Income)

Chapter Ten: Fixed-Income Vehicles

Chapter Eleven: Foreign Exchange Market

Chapter Twelve: Alternative Investments

Chapter Thirteen: Options, Futures, and Other Derivatives

Chapter Fourteen: Tools and Strategies Based on Technical Analysis

Chapter Fifteen: Portfolio Theories and Models

Chapter Sixteen: Behavioral Finance Theory

Chapter Seventeen: Client Discovery

Chapter Eighteen: Investment Policy Statement (IPS)

Chapter Nineteen: Portfolio Risk Management Strategies

Chapter Twenty: Manager Search, Selection, and Monitoring

Chapter Twenty-one: Perform Portfolio Review and Revisions Process

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