An accomplished investments advisor, Ernest Montford founded the independent investments consulting firm Montford Associates in 1989 and served as the firm’s CEO until 2010. Ernest Montford earned the Certified Investment Management Analyst (CIMA) designation in 1989 after completing the final work and passing the certification exam at Wharton School of Business.
The CIMA designation is a one-of-kind credential for finance professionals. It is recognized by the financial services industry as the gold standard for advanced investment consulting. Holders of the CIMA designation have distinguished themselves from other finance professionals in terms of quality, credibility, professionalism, competency and expertise in investments.
World-renowned experts in finance handle the education component of the CIMA credential done at Wharton. These instructors utilize field-based research and strategic insights in portfolio management and investment alternatives prevalent in today’s investment practices, such as hedge funds and private equity.
The CIMA designation program at Wharton is divided into three segments. The first segment is a 60-hour self study segment where the students complete mandatory reading assignments, a math review, an exclusive quiz on investment math knowledge, and some tutorials. After two months, the students proceed to the second segment, including live online classroom instruction for two weeks. The third segment involves studying review materials and specific sections of the “Investment Advisor Body of Knowledge,” a reviewer published by Wiley and the Investment and Wealth Institute. This segment, which runs between 50 to 100 hours, will prepare the students for the CIMA exam.
The CIMA designation is a one-of-kind credential for finance professionals. It is recognized by the financial services industry as the gold standard for advanced investment consulting. Holders of the CIMA designation have distinguished themselves from other finance professionals in terms of quality, credibility, professionalism, competency and expertise in investments.
World-renowned experts in finance handle the education component of the CIMA credential done at Wharton. These instructors utilize field-based research and strategic insights in portfolio management and investment alternatives prevalent in today’s investment practices, such as hedge funds and private equity.
The CIMA designation program at Wharton is divided into three segments. The first segment is a 60-hour self study segment where the students complete mandatory reading assignments, a math review, an exclusive quiz on investment math knowledge, and some tutorials. After two months, the students proceed to the second segment, including live online classroom instruction for two weeks. The third segment involves studying review materials and specific sections of the “Investment Advisor Body of Knowledge,” a reviewer published by Wiley and the Investment and Wealth Institute. This segment, which runs between 50 to 100 hours, will prepare the students for the CIMA exam.
