Day: December 10, 2020

Congrats to Chad Odell – CIMA®

Congratulations to Longview’s Chad Odell who recently received the Certified Investment Management Analyst (CIMA®) designation.

CIMA® is an advanced professional certification for investment consultants, which places an emphasis on combining theory and practical application. CIMA® professionals have completed the Investments & Wealth Institute’s Certified Investment Management Analyst certification program, which includes topics such as Modern Portfolio Theory, Asset Allocation, Manager Search and Selection, Investment Policy, and Performance Measurements. Recipients have passed the 4-hour Certification Exam, completed a background check, signed a compliance disclosure, and completed the CIMA® license agreement. It requires 40 hours of continuing education every two years.

This is a huge undertaking and accomplishment. We are so proud of you, Chad!


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