Financial Management Theory Amp; Practice

[Concordia Zentner]

CIMAcandidates who have already completed a CIMA-registered education course but have not yet passed the CIMA certification exam may enroll in the Yale CIMA program for $4,500. All candidates must complete the education course requirements before being allowed access to the test-prep material, even if they have already completed the course at another university. Interested parties should reach out to Yale Executive Education's registrar, Jaime Willadsen (somexeced...@yale.edu), to receive the appropriate enrollment form.

Outcome: By completing CIMA certification, you will gain a better understanding of investment theory, behavioral finance, portfolio construction, and client management to serve clients more effectively and grow your business.

Crafted for investment professionals pursuing the CIMA certification, the Investment Management Theory and Practice is an online course for those who value the high-caliber education of Yale and the convenience of digital learning.

Built around the Certified Investment Management Analyst (CIMA) certification curriculum and approved by the Investments & Wealth Institute as a registered education program, this course fulfills the education requirement for CIMA certification. This course includes comprehensive coverage of the topics and learning objectives found in the CIMA Certification Detailed Content Outline (core topics list).

This program, led by Yale Professor Tobias J. Moskowitz and financial certification specialist and Program Director Jim Dobbs, includes comprehensive coverage of the topics and learning objectives found in the CIMA Certification Detailed Content Outline.

It has been developed to help you better understand the concepts, calculations, and applications found in the CIMA core topics list; help you prepare for and pass the Yale School of Management course tests and CIMA certification exam; and help you take your practice to the next level.

Investment Management Theory and Practice walks you through the core topics and learning objectives found in the CIMA certification curriculum line-by-line. The faculty team helps participants navigate the complex and sometimes confusing world of investment thought and application.

Jim Dobbs has worked with certification education providers on programs including CIMA, CPWA, CFP, and others for the last 20 years. He brings to the Yale School of Management his unique history and experience in helping thousands of candidates through the certification process. Jim Dobbs specializes in designing, developing, and managing financial training and certification programs. Mr. Dobbs served the Investments & Wealth Institute as director of education where he helped create the Certified Private Wealth Advisor certification program.

Prior, Mr. Dobbs founded and managed the CFP Board registered financial planning certificate programs at Southern Methodist University in Dallas and The University of Texas at Austin where he was program director. Later he served Certified Financial Planner Board of Standards, Inc. as director of education.

Mr. Dobbs was a financial advisor for 27 years and created Dobbs Wealth Management Group, LLC, a registered investment advisory company that offered financial planning and investment management services from 1998 through 2017. Before founding Dobbs Wealth, he worked for several financial services firms, including Mercer; IDS (now Ameriprise); Harris, Webb & Garrison (now SMH Group); and Citigroup.

Roger G. Ibbotson is Professor in the Practice Emeritus of Finance at the Yale School of Management. He is also chairman of Zebra Capital Management, LLC, an equity investment and hedge fund manager. He is founder and former chairman of Ibbotson Associates, now a Morningstar Company. He has written numerous books and articles including Stocks, Bonds, Bills, and Inflation with Rex Sinquefield (updated annually) which serves as a standard reference for information on capital market returns.

Professor Ibbotson conducts research on a broad range of financial topics, including popularity, liquidity, investment returns, mutual funds, international markets, portfolio management, and valuation. He has recently co-authored Popularity: A Bridge between Classical and Behavioral Finance and Lifetime Financial Advice. He has also written two books with Gary Brinson, Global Investing and Investment Markets. He is a regular contributor and editorial board member to both trade and academic journals.

"I am happy to announce I was able to pass my exam and make it through the CIMA certification process. I would like to thank Jim Dobbs and the Yale School of Management team for efficiently overpreparing me. If anybody is considering taking the plunge, I cannot imagine there is a team who makes the education component more fascinating, and adds more value to the preparation phase. A big thank you to Jim, Kevin, and Professors Moskowitz, Ibbotson, Zauberman, and Neresian! You have a passionate advocate for life." - Ryan D.

"I completed the Yale coursework and took the CIMA certification exam the following Monday. I passed and it was a great feeling. I wanted to personally thank you for everything. The course did a tremendous job of helping me prepare for the exam and apply my new skills in practice as well. I can honestly say I enjoyed every step of the way. Thank you for making everything easy to comprehend and guiding me through the course." - Brandon H.

"Thank you! The course and exam prep materials were great given the breadth of the topics the test covers. I have already recommended it to a couple other people contemplating the exam! We have generally pushed employees toward the CFA. After going through the course, I think CIMA will be a good fit (if not better!) alternative for our client facing teams." - Richard P.

"I took the Certification Exam on Friday and passed. I found the Yale exams to be more difficult than the certification exam, which helped me to be much more prepared. And more importantly, I got a lot from the material and lectures that I can apply in my career. You have a great program; I won't hesitate to recommend it if I have a colleague ask about doing the CIMA." - Kevin C.

"Wanted to let you know that I passed the CIMA certification exam today! Cannot thank you enough for being such a great resource throughout this process. The practice questions on the quizzes and tests in your program were BY FAR the most helpful tool for studying and preparing. Yale School of Management was an excellent experience and I appreciate all your help!" - Kyle Z.

"I probably didn't, but I felt that I scored 95+% on the certification exam. I know without a doubt, it was the Yale program that put me in that position of confidence. The way the Yale course and curriculum makes you think about the information completely prepares you for answering the cert-exam questions. One just truly has to commit to studying the concepts, but also interpret what is being asked. I am so glad I chose Yale's offering over the others!" - Ian F.

"I passed my CIMA certification exam yesterday and wanted to thank the entire group for the help. Yale was difficult in the material studied but easy in the method to study at my pace and schedule, which made it the perfect combination to pass the three levels quickly. When I started studying in early January my timetable was to pass by May for the birth of my child in July. Yale allowed me to focus my study efforts and pass all three levels in less than 3 months through focused effort. Thank you for allowing me this opportunity." - Jeff W.

The MMA-Suffolk Municipal Finance Management Seminar provides an overview of Massachusetts municipal finance, including the operational aspects of finance structure, systems and processes in Massachusetts cities and towns.

Students will learn about the structure and purpose of local government, municipal budgeting systems and sources of revenue, financial reporting and record keeping, financial management, principles of property assessment, the intersection of human resources and financial resources, and best practices in local government finance.

The Massachusetts Municipal Management Association established the Rocco Longo Scholarship in 2021. This scholarship will be awarded to one participant in the MMA-Suffolk Municipal Finance Management Seminar each session and covers the full program fee.

The Municipal Human Resources Seminar reviews human resources management, policies and practices specific to Massachusetts cities and towns. Key topics will include hiring and onboarding, benefits administration, policy development, collective bargaining, and employee reviews and evaluations. Students will also review relevant labor laws and best practices in municipal human resources management.

The seminar is designed for municipal employees interested in furthering their career in municipal human resources, employees who are new to municipal human resources, and employees who work in a municipal function with human-resources-adjacent tasks.

More than 20 centers and initiatives bring professionals and academics together to advance the future of business. Each one focuses on a critical part of industry, from supply chain management to blockchain and beyond.

Major topics in the corporate core class include time value of money, project selection methods (NPV and IRR), and the basics of capital markets and pricing risky capital, all with a heavy emphasis on the use of excel spreadsheet models. On completion of the core corporate class students will be able to calculate the present and future value of cash flow streams, model projects and calculate project selection metrics such as NPV and IRR, and estimate discount rates for use in project analysis and valuation.

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