Joseph Carlton Morse, IIExpiration Date: 11/30/2025 Initial Certification: 12/19/2007 Institute ID: 36317
Joseph Carlton Morse, II
Expiration Date: 11/30/2025
Initial Certification: 12/19/2007
Institute ID: 36317
Joseph Carlton Morse, II
Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction and manager search and selection designation. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisors.
Skills / Knowledge
- Investment Management
- Portfolio Construction
- Applied Finance
- Economics
- Global Capital Markets
- Investment Vehicles
- Equity
- Fixed Income
- Alternative Investments
- Options/Futures
- Real Assets
- Portfolio Theories and Models
- Behavioral Finance Theory
- Attributes of Risk
- Risk Measurement
- Performance Measurement and Attribution
- Client Discovery
- Investment Policy
- Manager Search and Selection
- Portfolio Review and Revisions
- Statistics and Methods
Issued on
December 19, 2007
Expires on
November 30, 2025