Introducing an online executive education program for advisors who want to earn CIMA® certification

CHICAGO BOOTH CIMA® EDUCATION PROGRAM

OFFERED IN AN ONLINE FORMAT

2 UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS

LEARN FROM THE LEADING MINDS IN MODERN FINANCE

The University of Chicago Booth School of Business has a long history of groundbreaking advancements that have revolutionized the financial industry.

Booth is home to nine Nobel laureates who have helped define the study of economics and the nature of today’s financial markets—including 2013 recipient Eugene F. Fama, widely recognized as the “father of modern finance” and 2017 recipient Richard H. Thaler, a “founding father” of behavioral economics.

The school is the alma mater of countless alumni in the investment management industry—making Booth the ideal setting for financial professionals who want to elevate their understanding of investment management and portfolio construction, gain access to Booth faculty experts, and expand their clientele.

Consistently ranked among the top business schools, Chicago Booth has been a leader

in finance research and education.

#1 Full-Time MBA

Economist, 2019

#1 Part-Time MBA US News, 2020

#1 Business School

Forbes, 2019

#1 Executive MBA US News, 2019

• • • •

Chicago Booth is the only program to offer complimentary enrollment to a CIMA Certification Exam Prep Workshop that features live instruction for additional test preparation.

CHICAGO BOOTH CIMA® EDUCATION PROGRAMBringing together top faculty, experienced practitioners, and a comprehensive curriculum to help you achieve CIMA certification and excel in your investment practice.

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WHY CIMA CERTIFICATION?Today’s complex and global financial world requires sophisticated solutions from advisors in retail and institutional capacities. Against this backdrop, CIMA certification signals that an investment professional has completed a rigorous program to achieve a high level of competency, professionalism, and investment expertise.

WHAT IS THE CHICAGO BOOTH CIMA

EDUCATION PROGRAM?The Chicago Booth CIMA Education Program is a CIMA Certification Registered Education course that offers an online learning experience for your convenience. This flexible format allows you to work at your own pace within a beneficial study structure and provides an opportunity to engage with Booth faculty through a live, recorded virtual classroom environment.

WHY BOOTH?Our CIMA Education Program provides education that goes beyond test preparation by covering important investment concepts at an in-depth level. Our approach provides clear instruction, real-world examples, ample practice, and access to a curriculum designed for your success.

WHO SHOULD ATTEND?CIMA certification is beneficial for experienced financial professionals from a variety of backgrounds and business models, including financial advisors, investment consultants, analysts, wealth management professionals, national and regional broker-dealer representatives, and bank/trust employees. The Booth program is open to CIMA candidates in good standing.

PROGRAM HIGHLIGHTS• A flexible format delivered over three months.

• A personalized study schedule that includes pre-reading,lectures, practice problem solving, online reviews andquizzes in an easy-to-use, state-of-the-art learningplatform.

• Continuous feedback from faculty on quiz and problem-solving exercises through online learning tools and live-online review sessions.

• Learning designed around a cohort experience, whichallows participants to build community, learn from eachother, and expand their network.

• Led by a team of top Chicago Booth faculty andexperienced practitioners who are dedicated to providingthorough and rigorous education for CIMA certification.

MULTIPLE PROGRAM FORMATSA true hybrid program, our CIMA Education Program offers a combination of live online preparation and review sessions, on-demand recorded content sessions, and a recommended Certification Exam Prep Workshop.

1. Online, Live Instruction (required)These sessions are recorded for offline viewing, but we highly recommend you attend theselive sessions to stay on our recommended study schedule.

Foundations: We start the program with four live, online foundation sessions (Modules 1–4) that cover the nuts and bolts of what you need to know to progress through the program. We will develop the theories and work through practice problems together.

Weekly Review and Practice Problem Solving: In these sessions (Modules 5–12), we review the main concepts covered in the weekly lectures, connect the current to prior lectures, apply the concepts in real-time through practice problem solving, provide answers to your questions, and keep your study on track.

2. Online, On-Demand Instruction (required)Watch video lectures taught by a mix of tenured faculty and practitioners who are expertsin their field. These videos capture each instructor’s unique style and are formatted into aseries of short, digestible segments for maximum impact.

3. In-Person Instruction (recommended)*For additional test prep, you are strongly encouraged to attend the Chicago BoothCertification Exam Prep Workshop. This workshop is free to those enrolled in the CIMAEducation Program. This review is delivered in a two-day session in downtown Chicagoat Gleacher Center. You will review exam topics, connect topics to the formula sheet, andperform practice problems.

Note: This session is a supplement to our CIMA Education Program; it is not a substitute for the education program.

*The April 2021 workshop will be conducted virtually with live instruction.

INVESTMENTS & WEALTH INSTITUTE® is a registered mark of Investment Management Consultants Association Inc. (“IMCA”) doing business as The Investments & Wealth Institute (“The Institute”). CIMA® and CERTIFIED INVESTMENT MANAGEMENT ANALYST® are registered certification marks of IMCA d/b/a The Institute. As described in the CIMA Candidate Handbook, completion of an executive education program offered through a Registered Education Provider does not result in attainment of the CIMA certification nor does it award use of the certification marks. Completion of an executive education program results in a candidate becoming eligible to sit for the CIMA Certification Exam and thereafter to complete the remaining steps for certification.

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PROGRAM OUTLINEFoundations: Modules 1–4 (live-online and recorded)• Module 1: Time Value of Money• Module 2: Calculating Realized Returns• Module 3: Statistics and Probability• Module 4: Risk and Return

Course Content: Modules 5–12 (on demand)• Module 5: Portfolio Theory• Module 6: Capital Asset Pricing Model (CAPM),

Multifactor Models• Module 7: Behavioral Finance, Market Efficiency,

Market Anomalies• Module 8: Performance Measurement, Tax Efficient

Strategies, Socially Responsible Investing• Module 9: Applied Economics, Global Capital Markets

History and Valuation• Module 10: Fixed Income• Module 11: Alternative Investments• Module 12: Hedge Funds, Portfolio Construction,

and Consulting Process

Weekly Review and Problem-Solving Sessions (live-online and recorded)• Held once per week during Modules 5–12

Chicago Booth Final Assessments (online)• Candidates must pass five final quizzes and a final

exam online before taking the CIMA Certification Exam• The quizzes are accessible after all materials from

Modules 1–12 have been completed• The final exam is available after all five final

quizzes have been passed

Recommended: Chicago Booth CIMA Certification Exam Prep Workshop• A free add-on to the Chicago Booth CIMA

Education Program• Intensive review for the CIMA Certification Exam• Workbooks are mailed prior to the workshop• Includes three bonus problem-solving sessions

(live-online) after the workshop concludes

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This program is approved for 28 hours of CE credit for CFP® certification. The Investments & Wealth Institute is a CE Quality Partner of CFP Board and the sponsor of the education.

“I had a great experience studying for the CIMA exam through the University of Chicago Booth School of Business Education Program. I was amazed at the quality of the content, the ex-pertise of the professors, and the structure of the program. I encourage anyone who is taking the CIMA exam to consider Chicago Booth for your preparatory course.”

— Logan Jones, CFP®, CIMA®, Financial Advisor, Everhart Advisors

Kathleen FitzgeraldAdjunct Associate Professor of Strategic Management, Chicago Booth

• MBA, University of Chicago• Director of academic support, Executive MBA Program• Teaching experience includes accounting, finance,

taxation, and strategy at the University of Chicago andother universities in the US and Europe

• Professional experience includes auditing and taxconsulting at Ernst & Young, LLP and forensicaccounting consulting at Chicago Partner

Veronica GuerrieriRonald E. Tarrson Professor of Economics and Willard Graham Faculty Scholar, Chicago Booth

• PhD in economics, MIT• Research associate of the National Bureau of Economic

Research since 2013• Consultant at the Federal Reserve Bank of Chicago

since 2014• Recipient of multiple awards including the Bernácer

Prize in 2015 for the best European economist under40 in macroeconomics and finance and the ExcellenceAward in Global Economic Affairs

John C. Heaton Joseph L. Gidwitz Professor of Finance, Chicago Booth

• PhD, University of Chicago• Has earned numerous fellowships in economic research• Previous experience as faculty at Northwestern Kellogg

School of Management and MIT Sloan• Research associate with the National Bureau of

Economic Research

John A. Nersesian, CIMA®, CPWA®, CIS, CFP®Head of Advisor Education, PIMCO

• BS in business and economics, Lehigh University

• Previously served as managing director of wealthmanagement services for Nuveen Investments

• Former chairman of the board, Investments &Wealth Institute

• Frequent speaker in the areas of investment consultingand financial planning, and contributor to a variety ofmedia outlets

Learn from Renowned Faculty

CORE FACULTY TEAM

9Nine faculty members at Chicago Booth have won the Nobel Prize.

Chicago Booth has nine current and former faculty members who have won the Nobel Prize, and their knowledge and research help shape our Executive Education programs and data-driven approach.

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The Chicago Booth CIMA Education Program is taught by top Booth professors. Throughout the program, you’ll have access to a faculty member who can assist with questions you have about the curriculum, helping to ensure your personal success.

Lubos PastorCharles P. McQuaid Professor of Finance and Robert King Steel Faculty Fellow, Chicago Booth

• PhD in finance, the University of PennsylvaniaWharton School

• Director of the Center for Research in Security Prices,the Fama-Miller Center for Research in Finance,and the American Finance Association

• Member of the Bank Board of the National Bankof Slovakia

Devin G. PopeProfessor of Behavioral Science and Economics, Chicago Booth

• PhD in economics, UC Berkeley• Published work in top economics outlets such as

the American Economic Review, Quarterly Journal ofEconomics, Journal of Political Economy, and Review ofEconomic Studies

• Studies how psychological biases play out in fieldsettings and economic markets

Pietro VeronesiDeputy Dean for Faculty and Chicago Board of Trade Professor of Finance, Chicago Booth

• PhD in economics, Harvard University• Former director of the American Finance Association,

research associate of the National Bureau of EconomicResearch, and research fellow of the Center forEconomic Policy and Research

• Recipient of the McKinsey Award for Excellencein Teaching

• Awarded numerous prizes for research such as theAQR Insight Award and two Smith Breeden Prizes

Ira S. WeissClinical Professor of Accounting and Entrepreneurship, Chicago Booth

• MBA and PhD, Chicago Booth• Specializes in tax strategy, financial accounting,

entrepreneurship, and private equity investing• Partner at Hyde Park Venture Partners, a Chicago-based

venture capital firm• Research and published work has appeared in the

Wall Street Journal and on CNN

“The University of Chicago has a well-planned approach to teaching the CIMA curriculum. All of the important concepts are covered in a clear, concise format. The professors really want to make sure you understand the material and go to great lengths to provide intuition behind some of the math concepts. The class is very interactive and the faculty make themselves easily accessible throughout the class. I strongly recommend this program to anyone considering attaining the designation.”

—Todd Muentzer, CIMA®, ETF Specialist

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CIMA EDUCATION PROGRAM (ONLINE)

DATESMay 12–August 6, 2021September 8-December 3, 2021

INVESTMENT$4,950

CIMA CE WORKSHOP

DATESApril 7–10, 2021 (online) Online workshop is spread across 1.5 hour increments.

August 5–6, 2021 (in person, Chicago) December 2-3, 2021 (in person, Chicago) Learn more about the workshop and view the full schedule at ChicagoBooth.edu/CIMA

INVESTMENTComplimentary for participants enrolled in the CIMA Education Program

$1,125 (fee only applicable for non-participants of the CIMA Education Program)

LOCATION Chicago Booth Gleacher Center, Chicago, IL

REGISTRATIONRegister at ChicagoBooth.edu/CIMA

“ Booth has discovered a formula for success and strikes a good balance between helping you understand the information from an academic perspective while knowing key focus areas for the exam.

Also, I felt the material was extremely relevant to working with clients and immediately applicable in my own job. It is great to have a class that you spend months with that has diverse experiences and roles within our industry. This allows us to network and build out lifelong connections after the program is over.”

— Greg Goin, CFP®, CIMA®, CLU®, CRPC® Advisory Solutions Director

LEARN MORE ABOUT EXECUTIVE EDUCATION AT THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS

ChicagoBooth.edu/execed

GROUP ENROLLMENT BENEFITSWe offer group enrollment benefits and discounts to organizations that send multiple participants to the program. For a consultation on group benefits, please contact us at exec.ed@chicagobooth.edu, +1 312.464.8732.