I believe my practice has improved greatly since attending the CIMA program. I’m now able to demystify portfolio management by better setting client expectations and moderating their behavior through financial education. Read about Alex's experience »
—Alexander DiMartini, CIMA®, Managing Director at SoundView Wealth Management Group LLC
I am very happy to report that I passed the CIMA exam! Although I was part of the educational program at another school, there is no way I could have passed without the Chicago Booth review program and having been also granted access to the Chicago Booth CIMA program educational materials and live session videos. Kathleen’s voice was a constant companion as I listened to classes driving and even while on family vacation. Thank you so very much!
—Alan P. Jesiel, CFP®, CIMA®, Vice President, Senior Relationship Strategist, PNC Wealth Management
The University of Chicago has a well-planned approach to teaching the CIMA curriculum. All of the important concepts are covered in a clear, concise format. The professors really want to make sure you understand the material and go to great lengths to provide intuition behind some of the math concepts. The class is very interactive and the faculty make themselves easily accessible throughout the class. I strongly recommend this program to anyone considering attaining the designation.
—Todd Muentzer, CIMA®, ETF Specialist
This was a great overall experience. Kathleen does a great job presenting and reviewing the content. It was also beneficial to connect with other students preparing for the exam.
—Jon Maldonado, Financial Advisor, UBS Financial Services
Excellent program with in-depth analysis of calculation needed for course material.
—Robert Filetti, Robert Baird
This class was far above my expectations. This is a great value for the cost.
—Alicia Frye, Regional Business Consultant, Symmetry Partners
I got the passing score I needed to finally achieve my CIMA credentials. I was and am still ecstatic about this accomplishment and absolutely credit it to the Chicago Booth workshop and team for helping me get here. I would tell anyone interested in the CIMA program or who is trying to finish the certification process that the Booth workshop is the way to go.
—Jen Litton, CDFA, CIMA®
Having the two day review class at Booth is a major differentiator from the other education programs. Having a two day intensive review upon completion of the material helped me identify areas of weakness that I needed to focus on before the test and embolden my confidence in the material I knew well coming into the exam.
—Greg Goin CFP®, CIMA®, CLU®, CRPC® Advisory Solutions Director
Marcie has over seventeen years of experience and specializes in wealth management for affluent families. Marcie is a member of one of Merrill Lynchs highest recognition clubs, Circle of Excellence, and she has been named one of the Top 50 Advisors in Registered Rep Magazine. In 2008 Marcie was named to the Top 50 Advisors in Massachusetts by the Boston Business Journal, and she was recently named to Barrons Top 100 Women Financial Advisors in 2010.Marcies unique experience gained from managing public stock compensation plans has established her as an expert in concentrated stock strategies and the related wealth management needs of high net worth individuals. She embraces each relationship with an emphasis on financial planning, tax minimization strategies, and trust and wealth transfer throughout the investment management process. Her client base consists mainly of senior executives, business owners, and professional athletes.Marcie has accumulated an impressive client list and established herself as a financial expert within the community by contributing columns to several local papers and appearing regularly on NECN and FOX 25 News. Marcie has presented several times to the NBA Wives Associations Behind the Bench.Marcie has earned the Certified Investment Manager Analyst designation and has attended advanced investment programs at the Wharton School of Business. Prior to joining Merrill Lynch, Marcie practiced as a CPA with Price Waterhouse in their Financial Services division.
AG School Negombo which was established in 2003 to provide quality professional education in Negombo has announced plans to launch the CIMA Certificate in Business Accounting study course with a new teaching module that will enable students to prepare themselves better and face examinations with confidence.
The CIMA Certificate in Business Accounting (CBA) provides students with a fundamental grounding in the basics of business and finance and is beneficial to all students irrespective of the career path they decide to take.
The CIMA Certificate in Business Accounting can be entered at any stage in a career, either straight after school or college, after studying at University or if you are interested in a career change. The CBA which is a six month programme is a stepping stone towards the CIMA Professional Qualification. This qualification offers students the opportunity to build and develop their business and financial knowledge which will go a long way in enhancing and shaping their career.
AG School was set up at a time when there was a great need for a fully fledged business school in the region to serve students in and around the Negombo belt. The establishment of this school has enabled students from this region to acquire an internationally recognized qualification without the hassle of traveling to Colombo. AG School is well known in the education field and has the complete infrastructure to cater to the demands of the students including a well equipped library, computer centre and air conditioned class rooms. The school also has an eminent panel of dedicated lecturers to train the students.
Speaking on the launch, CEO of AG School Mr Gayan Perera said "we are honoured to be recognized as a CIMA Listed College and we have taken on with pride the responsibility of tutoring this world acclaimed professional qualification maintaining high standards.
AG School is a member of the Camillus Group of Companies.
I believe my practice has improved greatly since attending the CIMA program. I’m now able to demystify portfolio management by better setting client expectations and moderating their behavior through financial education. Read about Alex's experience »
—Alexander DiMartini, CIMA®, Managing Director at SoundView Wealth Management Group LLC
I am very happy to report that I passed the CIMA exam! Although I was part of the educational program at another school, there is no way I could have passed without the Chicago Booth review program and having been also granted access to the Chicago Booth CIMA program educational materials and live session videos. Kathleen’s voice was a constant companion as I listened to classes driving and even while on family vacation. Thank you so very much!
—Alan P. Jesiel, CFP®, CIMA®, Vice President, Senior Relationship Strategist, PNC Wealth Management
The University of Chicago has a well-planned approach to teaching the CIMA curriculum. All of the important concepts are covered in a clear, concise format. The professors really want to make sure you understand the material and go to great lengths to provide intuition behind some of the math concepts. The class is very interactive and the faculty make themselves easily accessible throughout the class. I strongly recommend this program to anyone considering attaining the designation.
—Todd Muentzer, CIMA®, ETF Specialist
This was a great overall experience. Kathleen does a great job presenting and reviewing the content. It was also beneficial to connect with other students preparing for the exam.
—Jon Maldonado, Financial Advisor, UBS Financial Services
Excellent program with in-depth analysis of calculation needed for course material.
—Robert Filetti, Robert Baird
This class was far above my expectations. This is a great value for the cost.
—Alicia Frye, Regional Business Consultant, Symmetry Partners
I got the passing score I needed to finally achieve my CIMA credentials. I was and am still ecstatic about this accomplishment and absolutely credit it to the Chicago Booth workshop and team for helping me get here. I would tell anyone interested in the CIMA program or who is trying to finish the certification process that the Booth workshop is the way to go.
—Jen Litton, CDFA, CIMA®
Having the two day review class at Booth is a major differentiator from the other education programs. Having a two day intensive review upon completion of the material helped me identify areas of weakness that I needed to focus on before the test and embolden my confidence in the material I knew well coming into the exam.
—Greg Goin CFP®, CIMA®, CLU®, CRPC® Advisory Solutions Director
