The Investment Advisor Body of Knowledge + Test Bank

The Investment Advisor Body of Knowledge + Test Bank
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The easy way to prepare for the SAT The College Board has announced a redesign to the SAT in the spring of 2016. There's no doubt that students, parents, and educators are clamoring for a revised and authoritative resource on the latest iteration of this important standardized test. Packed with loads of concept review and practice questions that cover everything you can expect to encounter on the math, reading, and writing sections—and complemented with one-year access to additional SAT practice online—this 2016/2017edition of SAT For Dummies covers everything you need to increase your chances of scoring higher and getting into the college of your dreams. The SAT is administered annually to more than 2 million students at approximately 6,000 test centers located in more than 170 countries. Nearly every college in America accepts the SAT or SAT Subject Test as part of its admission process. Written by veteran For Dummies author and test preparation guru Geraldine Woods, 2016/2017 SAT For Dummies breaks down the topics covered on the redesigned SAT into easily digestible parts and gives you ample practice opportunities to pinpoint where you need more help and go on to master every subject. Offers strategies to stay focused on SAT test day Helps you gauge how you measure up as you prepare for the SAT Includes tips on how to manage your time wisely Provides practice problems and exercises in print and digital formats to take your skills to the next level If the thought of preparing for the SAT makes you sweat, fear not! 206/2017 SAT For Dummies takes the intimidation out of the exam and arms you with the confidence and know-how you need to make it your minion.

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The Investment Advisor Body of Knowledge
Readings for the CIMA Certification
IMCA INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION
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Copyright © 2015 by Investment Management Consultants Association. All rights reserved.

Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

Published simultaneously in Canada.

Excerpts from the following were reprinted with permission:

ActiveBeta Indexes: Capturing Systematic Sources of Active Equity Returns by Khalid Ghayur, Ronan G. Heaney, Stephen A. Komon, Stephen C. Platt, and Andrew W. Lo. Copyright © 2010 by Khalid Ghayur, Ronan G. Heaney, Stephen A. Komon, and Stephen C. Platt. Reproduced with permission of John Wiley & Sons, Inc.

Behavioral Finance and Wealth Management: How to Build Optimal Portfolios That Account for Investor Biases, Second Edition by Michael Pompian. Copyright © 2012 by Michael M. Pompian. Reproduced with permission of John Wiley & Sons, Inc.

“Dynamic Risk-Based Asset Allocation” by Kris Boudt, Joakim Darras, and Benedict Peeters. Copyright © 2013 by Wilmott Magazine Ltd. Reproduced with permission.

Financial Advice and Investment Decisions: A Manifesto for Change by Jarrod W. Wilcox and Frank J. Fabozzi. Copyright © 2013 by John Wiley & Sons, Inc. Reproduced with permission of John Wiley & Sons, Inc.

(Credits continued on page 1135)

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ISBN 978-1-118-91232-4 (Paperback)

ISBN 978-1-118-91241-6 (ePDF)

ISBN 978-1-118-91234-8 (ePub)

Dedicated to My Family:
Sandi, Tyler, Erika, Dylan, and Drew
Mom and Dad: Sue and Curt
Brothers: Mike and Ken

Acknowledgments

IMCA Board of Directors

John Nersesian, CIMA, CFP, CPWA (Chair)

Scott Thayer, CIMA (Vice Chair)

Kevin Sanchez, CIMA, CFP, CPWA (Treasurer)

David Koulish, CPWA, CFP (Secretary)

Betsy Piper/Bach, JD, CIMA, CFP, CTFA (Past Chair)

David Archer, CIMA, AIFA

Dorothy Bossung, CIMA, CFP, CPWA

Bruce Curwood, CIMA, CFA

Tony Davidow, CIMA

Stewart Koesten, CIMA, CFP, AIF

John Moninger, CIMA, CPWA, AIF

Margaret Towle, PhD, CIMA, CPWA

Brett Wright, CIMA, CPWA

Keith Clemens, CIMA, CPWA

Todd Wagenberg, CIMA

CIMA Certification Commission

Jay Shein, PhD, CIMA, CFP (Chair)

David Archer, CIMA, AIFA

Lewis Assaley, PhD, CIMA

David Cordell, PhD, CFP, CFA

Alfred Eaton, CIMA, CFP

Phil Fazio, DBA, CFP, CIMA

Todd Wagenberg, CIMA

Ellen Walsh, CIMA

Deidre Spurlin Waltz, CIMA, CPWA, CFP

Frederick Weiss, CIMA

Grace Wellerts, CIMA, CFP

IMCA Technical Advisory Board

Bruce Curwood, CIMA, CFA

Phil Fazio, DBA, CFP, CIMA

Jonathan Golub, CFA

Nigel Lewis, PhD

Rex Macey, CIMA, CFA, CFP

Ash Rajan, MBA

Jay Shein, PhD, CIMA, CFP

Scott Thayer, CIMA

Margaret Towle, PhD, CIMA, CPWA

IMCA Staff

Sean Walters, CAE (Executive Director)

Ian MacKenzie (Chief Operations Officer)

Gary Diffendaffer, CFP (Chief Certification Officer)

Theresa Bartlett (Director of Certification)



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