Founding Partner | Artifex Financial Group. Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm. With his extensive experience in the industry, Kinsey sheds light on the importance and meaning behind various financial certifications.
From CPAs to CFAs, and ChFCs to IARs, you need to understand what the most common financial certifications actually mean. This article aims to provide clarity on the Certified Investment Management Analyst (CIMA) certification and its significance in the financial industry.
The Investments & Wealth Institute announced today that it has named April Ferrell, CIMA®, as Managing Director of Business Development and... This recent announcement highlights the growing recognition and demand for professionals with CIMA certification.
Dave has been a Wealth Management Advisor with Merrill since 1989. He has earned several designations, including Certified Financial... While there are various financial certifications, the CIMA certification holds a unique value in the field of investment management.
This guide decodes the types of financial advisors, what to look for, and how to choose the best one, whether you need advice on investing... Understanding the different types of financial advisors is crucial in selecting the right professional who possesses the necessary expertise, such as CIMA certification.
Knowing how to choose the right person to manage your money can be a complex process. This article aims to simplify the selection process by emphasizing the importance of certifications like CIMA in investment management.
UBS Wealth Management USA announced today that Financial Advisors Timothy McNutt and Narayan Pallavur have joined the firm's Westlake... The addition of CIMA-certified financial advisors to UBS Wealth Management reflects the industry's recognition of the value these professionals bring to the table.
SACO -- John Mueller has been hired by S&B Financial Services. With nearly 20 years of experience in financial planning, he joins the team... The hiring of John Mueller, a CIMA-certified professional, by S&B Financial Services underlines the industry's preference for individuals with such qualifications.
Raymond James has picked up a wirehouse breakaway team in Guam that includes two advisors who managed $287 million at their old firm. The inclusion of CIMA-certified advisors in Raymond James' team signifies the firm's commitment to providing comprehensive investment management services.
