FinSyn Insights

Weekly insights on the markets, economy, and financial planning

Grant Ball Passes CIMA® Exam!

Our very own portfolio manager, Grant Ball, has passed the Certified Investment Management Analyst® (CIMA®) exam! The CIMA® Certification is one of the most respected, yet difficult to achieve, professional investment certifications in our industry.

The CIMA® certification is uniquely designed to provide a useful and relevant balance of theory and practical knowledge. It goes well beyond the fundamentals, with deep dives into advanced portfolio management, portfolio construction, and risk management techniques. The CIMA® certification program provides a systematic process that professional money managers can use to put their clients’ strategies into action.

Here are just some of the topics covered in the certification coursework:

Certified Investment Management Analyst®

 

Congratulations, Grant! This was a big accomplishment and will be a huge asset to our clients.

 

Mike Minter

Mike develops investment portfolio allocations, handles trading and rebalancing, and conducts research and analysis as a Portfolio Manager and Financial Advisor for the firm. As a perpetual student of investing and the markets, Mike considers himself obsessed with the subject. Mike has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Fund Specialist® designations. He is also an active member of the Houston chapter of the Financial Planning Association (FPA).   Read Mike’s Profile HereRead More Articles by Mike

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