Table of Contents

About the Instructor vii Welcome CIMA Qualification Exam Candidates ix Fundamentals 1 Statistics and Methods 3 Applied Finance and Economics 19 Global Capital Markets History and Valuation 39 Investments 45 Investment Vehicles 47 Equity 53 Fixed Income 63 Alternative Investments 71 Options, Futures, and Other Derivatives 81 Real Assets 87 Portfolio Theory and Behavioral Finance 93 Portfolio Theories and Models 95 Behavioral Finance Theory 103 Personal Investment Philosophies and Styles 111 Tools and Strategies Based on Technical Analysis 117 Risk and Return 119 Attributes of Risk 121 Risk Measurements 125 Performance Measurement and Attribution 129 Portfolio Construction and Consulting Process 137 Investments & Wealth Institute Code of Professional Responsibility 139 Client Discovery 151 Investment Policy 155 Portfolio Construction 161 Manager Search, Selection, and Monitoring 165 Portfolio Review and Revisions 177

About the Author

Wiley empowers learners, researchers, universities, and corporations to achieve their goals in an ever-changing world. For over 200 years, Wiley has been helping people and organizations develop the skills and knowledge they need to succeed. Wiley develops digital education, learning, assessment, and certification solutions to help universities, businesses, and individuals move between education and employment and achieve their ambitions. By partnering with learned societies, we support researchers to communicate discoveries that make a difference. Our online scientific, technical, medical, and scholarly journals, books, and other digital content build on a 200-year heritage of quality publishing.