Math for Investment Consultants Certificate Program

Math for Investment Consultants

The Math for Investment Consultants certificate program is designed for financial services professionals seeking to enhance their fundamental knowledge of the mathematical concepts that support the investment consulting process. The program covers fundamental concepts and applications including: the mathematics of managing money and building portfolios. This program will help students prime their knowledge for the CIMA certification program.

Participants must pass five quizzes during the 5-module learning path for successful completion of the program.

Topic Highlights

  • Module 1: Algebra and Statistics: Calculate mathematical problems using common notation, simple algebra, and basic statistics
  • Module 2: Time Value of Money and Rates of Return: Perform time value of money calculations and learn to calculate different rates of return
  • Module 3: Fixed Income-Duration and Yield: Perform various bond calculations
  • Module 4: Measuring Risk: Calculate risk using different models and formulas
  • Module 5: Performance Measurement: Measure a portfolio’s composite performance and risk

Registration type

Registration Fee

Register

IMCA Member

$195

Register

Join and Learn

$395

Register

IMCA e-Campus

IMCA’s e-campus offers access to the Math for Investment Consultants Certificate Program. Click here to log into IMCA’s e-campus.

Continuing Education
This program provides 5 hours of continuing education (CE) credit for CIMA/CPWA/CIMC certifications and CFP certification. IMCA is registered with NASBA as a sponsor of continuing professional education. Please note that this is a certificate program and successful completion does not result in a professional designation or credential.

Frequently Asked Questions 

Are there registration discounts for large groups?
Yes. E-mail Lara Davies or call 303.850.3081 (east coast companies) or e-mail Suzie Byrnes/call 303.850.3093 (west coast/mid-west companies) for more information on pricing.

Can this certificate program be customized for large groups?
Yes. E-mail Lara Davies or call 303.850.3081 (east coast companies) or e-mail Suzie Byrnes/call 303.850.3093 (west coast/mid-west companies) for more information about customization capabilities and pricing.