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If you are a member of our email club, chances are you’ve already heard the news! After months of studying, our very own Zachary Bouck has passed his exam and earned the new designation of Certified Investment Management Analyst(CIMA®).
If you are not a member of our email club and would like to receive DWM news, updates, and economic insights, signup on our website. This week on the podcast, Zak discusses his new certification and what it means to have the CIMA certification.
What is the CIMA? [0:25]
Why get your CIMA? [1:03]
What do you learn about? [3:32]
- Why do things work the way they do?
Taking a look at portfolio metrics [4:56]
Why is this important for you? [6:07]
Putting on a different hat [6:37]
What designation is next? [9:02]
Thank you for tuning into another episode of the Mind of a Millionaire podcast. This episode was a little different, so as Zak mentioned, let us know if you like this format more/less/the same. We always love hearing your feedback.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
No strategy assures success or protects against loss.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.