Download INVESTMENT WORKSHOP SERIES: PREPARATION FOR CIMA

INVESTMENT
WORKSHOP SERIES:
PREPARATION FOR
CIMA® EXAMS
PROGRAM DETAILS
DATES
ONLINE WORKSHOPS
7–8:15 p.m. CDT
June 20, 23, 29 and July 7, 12, 17, 21, 26
CHICAGO CAPSTONE WORKSHOP
Gleacher Center
450 North Cityfront Plaza Drive
Chicago, IL 60611-4316
1–5 p.m. Friday, July 29
9 a.m.–3 p.m. Saturday, July 30
OPTIONAL OFFICE HOURS
3–5 p.m. Saturday, July 30
FEE
$1,250 – Workshop series
Receive a $300 credit toward the Oct. 3-8,
2016 Booth CIMA® Education Program
INSTRUCTOR
Kathleen Fitzgerald, Adjunct Assistant
Professor of Management, Chicago Booth
Professor Fitzgerald has conducted more
than 75 review sessions to prepare CIMA®
candidates for the Booth Final Exam and
the Certification Exam.
REGISTER
Visit ChicagoBooth.edu/CIMA
Rebecca Meyer
Associate Director, Executive Education
P 312.423.8037 F 312.464.8769
E [email protected]
Incorporate this series into your Qualification Exam or Certification Exam study
game plan. The series will help you prepare for the CIMA® exams by combining
online and in-person workshops.
WHO SHOULD ATTEND?
CIMA® candidates who are preparing for the Qualification or Certification
Exam. This workshop series is applicable to a wide range of financial
professionals, including independent advisors, investment consultants, national
and regional broker-dealer representatives, and bank/trust employees.
KEY FEATURES
•Eight convenient online workshops to lay the foundation
•Ability to ask questions in real-time and play back all recorded classes
at your convenience
•Two-day intensive capstone workshop in Chicago
•Numerous practice problems and access to an online Q&A platform
•18 hours of live instruction
OUTLINE
ONLINE WORKSHOPS
• Measuring and calculating returns
•TVM and financial calculators
•Descriptive statistics and measurement of risk
•Probability
• Linear regression
• Portfolio theory
• Performance measurement
• Performance attribution
CHICAGO CAPSTONE WORKSHOP
• Statistics and methods
•Applied finance and economics
•Global capital markets history and valuation
•Attributes of risk and risk measurements
•Equity, fixed income, foreign exchange market, alternative investments, options,
futures, and other derivatives
LEARN MORE AT: CHICAGOBOOTH.EDU/CIMA E [email protected] P 312.464.8732
• Technical analysis
• Portfolio theory and models
• Behavioral finance
• Governance
• Investment consulting process
INVESTMENT WORKSHOP SERIES: PREPARATION FOR CIMA® EXAMS
SCHEDULE
The following calendar summarizes the dates and times of the workshop series. In addition, some other
important dates are included to help you with your study plan.
If you are using this workshop series to prepare for the Certification Exam, the next testing window is in the
month of August.
JUNE
JULY
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19 20 21 22 23 24 25
17 18 19 20 21 22 23
26 27 28 29 30
24 25 26 27 28 29 30
31
Online Workshops — June 20, 23, 29
Online Workshops — July 7, 12, 17, 21, 26
Chicago Capstone Workshop — July 29–30
OTHER IMPORTANT DATES
AUGUST
SEPTEMBER
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OCTOBER
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August 22 — Booth CIMA®
Program Registration Deadline*
August 29–October 2
Prep for Booth CIMA® Program
*Please note: It is possible to reserve a seat in the October Booth CIMA® Program before having
completed the Qualification Exam requirement, so long as you pass the QE before the program
starts. We recommend taking the QE before September 3 to give yourself a month to prepare for
the Booth program.
October 3–8 — Booth CIMA® Program
November — Certification Exam
testing window