Chartered Investment Manager

Gain mastery in portfolio management, valuation, and global investment strategies with our specialized 50-question exam, designed for professionals pursuing the Chartered Investment Manager designation from the Global Academy of Finance and Management (GAFM).

This program provides advanced expertise in investment analysis, risk management, and sustainable finance—equipping learners to manage portfolios, evaluate opportunities across asset classes, and anticipate future investment trends in a dynamic global economy.

Course Format

• Total Modules: 10

• Duration: 35 minutes

• Assignment: Case study evaluations, portfolio simulations, and market analysis projects

• Question Types:

  • True/False: Test knowledge of investment management principles, asset allocation, and ESG considerations.

  • Multiple Choice: Evaluate understanding of risk management, valuation models, and global investment trends.

  • Single Choice: Select the most effective investment strategies for various market conditions.

Modules Overview

1. Investment Management Fundamentals – Principles of Portfolio and Asset Management
   Understand the foundations of investment management, focusing on diversification, return optimization, and asset performance.

2. Financial Markets & Instruments – Stocks, Bonds, Derivatives, and Alternatives
   Analyze financial markets and instruments, learning how equities, bonds, derivatives, and alternatives function in portfolios.

3. Investment Risk Assessment & Mitigation – Managing Market, Credit, and Operational Risks
   Apply risk frameworks to identify, measure, and mitigate exposure in investment strategies.

4. Portfolio Construction & Asset Allocation – Optimizing Risk-Adjusted Returns
   Design and optimize portfolios to achieve balanced returns aligned with client or institutional objectives.

5. Behavioral Finance & Market Psychology – Understanding Investor Behavior
   Examine how biases and psychological factors influence market dynamics and investor decision-making.

6. Ethical Investment & ESG Considerations – Sustainable and Responsible Investing
   Explore ESG frameworks, sustainable finance strategies, and the role of ethics in modern investment decisions.

7. Private Equity & Venture Capital Investments – Evaluating High-Growth Opportunities
   Study investment strategies in private equity and venture capital, including deal structures and exit planning.

8. Fixed Income & Equity Valuation Techniques – Financial Statement Analysis and Pricing Models
   Learn valuation methods, including DCF, comparables, and fundamental analysis for equity and fixed-income securities.

9. Hedge Funds & Alternative Investments – Non-Traditional Investment Strategies
   Explore hedge fund strategies, commodities, and alternative asset classes to diversify investment portfolios.

10. Global Investment Trends & Future Outlook – AI-Driven Strategies and Digital Assets
    Investigate future-oriented themes, including digital assets, algorithmic trading, and AI in investment management.

Target Audience

• Investment Managers: Professionals responsible for portfolio construction and performance.

• Financial Analysts: Specialists in valuation, equity research, and investment decision-making.

• Risk Managers: Experts ensuring portfolios balance return with effective risk control.

• Wealth Managers & Advisors: Professionals designing investment strategies for individual or institutional clients.

• Private Equity & VC Practitioners: Analysts and managers exploring high-growth investment opportunities.

• Sustainability Specialists: Professionals integrating ESG considerations into investment portfolios.

Benefits

• Portfolio Excellence: Gain advanced skills in asset allocation, valuation, and alternative investment strategies.

• Risk Control: Apply proven frameworks to mitigate market, credit, and operational risks.

• Sustainable Expertise: Build credibility by integrating ESG and ethical principles into investment decisions.

• Future-Oriented Skills: Understand AI, digital assets, and global investment trends shaping tomorrow’s markets.

• Global Recognition: Achieve a respected designation that strengthens credentials across financial markets worldwide.

The Chartered Investment Manager certification prepares professionals to deliver superior investment performance through technical expertise, ethical responsibility, and strategic vision—positioning them at the forefront of global financial markets.