Todd Perry, Senior Financial Planner at Vintage Financial Services, obtained the Certified Investment Management AnalystSM designation. The CIMA designation, delivered by Investment Management Consultants Association (IMCA), is the only advanced designation designed specifically for investment consultants.
The CIMA marks identify those individuals who have met the experience and ethical requirements, have successfully completed advanced investment management coursework taught in conjunction with The Wharton School, University of Pennsylvania, and have passed a rigorous examination covering the following areas: investment policy, asset allocation, risk management, tax efficiency, alternative investments, international financial markets, measuring return on a portfolio, and due diligence.