Investment Management Theory & Practice
offered by Yale University

Private University
1075 acre campus
Estd. 1701

Investment Management Theory & Practice
at
Yale University
Overview

Build your business with Yale's comprehensive and convenient path to CIMA certification

Duration	6 months
Total fee	₹3.42 Lakh
Mode of learning	Online
Course Level	UG Certificate

Investment Management Theory & Practice
at
Yale University
Highlights

Earn a certificate of completion from Yale University

Investment Management Theory & Practice
at
Yale University
Course details

Skills you will learn

Valuation Fixed Income Wealth Management Statistics

Who should do this course?

For investment advisors
For investment consultants
For financial advisors
For financial planners
For asset and wealth manager
For financial services
For professionals

What are the course deliverables?

Perform client discovery more efficiently
Develop investment policy statements for individual and institutional clients
Identify and measure performance and risk more accurately
Analyze and recommend appropriate traditional and alternative investments
Perform successful manager search and selection
Manage investment portfolios more effectively
Use research in behavioral finance to better manage client expectations, decisions, and relationships
Develop a formal review and revisions process

More about this course

The prestigious Certified Investment Management Analyst (CIMA) certification can be a key advantage for investment professionals
Crafted for investment professionals pursuing the CIMA certification, the Investment Management Theory and Practice is an online course for those who value the high-caliber education of Yale and the convenience of digital learning

Investment Management Theory & Practice
at
Yale University
Curriculum

Fundamentals

Statistics and Methods

Applied Finance and Economics

Global Capital Markets History and Valuation

Investments

Investment Vehicles

Equity

Fixed Income

Alternative Investments

Options, Futures, and Other Derivatives

Real Assets

Portfolio Theory and Behavioral Finance

Portfolio Theories and Models

Behavioral Finance Theory

Investment Philosophies and Styles

Tools and Strategies

Risk and Return

Risk

Risk Measures

Performance Measurement and Attribution

Portfolio Construction and Consulting Process

Investments & Wealth Institute Code of Professional Responsibility

Client Discovery

Investment Policy

Portfolio Construction

Manager Search, Selection, and Monitoring

Portfolio Review and Revisions

Investment Management Theory & Practice
at
Yale University
Faculty details

Jim Dobbs

Jim Dobbs has worked with certification education providers on programs including CIMA, CPWA, CFP, and others for the last 20 years. He brings to Yale School of Management his unique history and experience in helping thousands of candidates through the certification process.

Tobias J. Moskowitz

Tobias “Toby” Moskowitz was named the inaugural Dean Takahashi ’80 B.A., ’83 M.P.P.M. Professor of Finance at Yale SOM in 2016. He was previously the Fama Family Professor of Finance at the University of Chicago Booth School of Business, where he had taught since 1998.

John Nersesian

John Nersesian currently serves PIMCO as head of advisor education and was formerly managing director of wealth management services at Nuveen Investments, where his group provided wealth management and practice development education and consulting support to advisors.

Roger Ibbotson

Roger G. Ibbotson is Professor in the Practice Emeritus of Finance at Yale School of Management. He is also chairman and CIO of Zebra Capital Management, LLC, an equity investment and hedge fund manager. He is the founder, advisor, and former chairman of Ibbotson Associates, now a Morningstar Company.