IDEAS
The following are resources that may be helpful for candidates preparing for the Qualification Examination:
- A text on investments (e.g., Bodie, Kane, and Marcus, Essentials of Investments, or Gitman and Joehnk, Fundamentals of Investing)
- A text on behavioral finance (e.g., Nofsinger, The Psychology of Investing)
- A text on asset allocation (e.g., Gibson, Asset Allocation)
- A text on investment management consulting (e.g., Shein, Investment Planning Answer Book)
- Readings or textbook chapters on regulations (e.g., Haas and Howard, Adviser Regulation in a Nutshell; Hazen, Securities Regluation in a Nutshell; Hallman and Rosenbloom, Private Wealth Management; IMCA's Code of Professional Responsibility)
- Financial Math Formula Sheet (available on IMCA Web site; additional texts to describe formula application may be necessary if the formulae are not familiar to the candidate)
- Text or textbook chapters on investment policy development (e.g., Boone and Lubitz, Creating an Investment Policy Statement; Burroughs, Investment Policy Guidebook for Trustees; IMCA, Introduction to CIMA® Certification Program: Self-Study Texts)
- Text or textbook chapters on manager search and selection (e.g., Travers, Investment Manager Analysis: A Comprehensive Guide to Portfolio Selection, Monitoring, and Optimization; IMCA, Introduction to CIMA® Certification Program: Self-Study Texts)
- Text or textbook chapters on performance measurement (e.g., Lawton and Jankowski, Investment Performance Measurement: Evaluating and Presenting Results; IMCA, Introduction to CIMA® Certification Program: Self-Study Texts)
- Text or textbook chapters on taxation (e.g., Meyerowitz, 2011 Tax Facts on Investments; 2011 Tax Facts on Insurance & Employee Benfits)
