I am excited to announce that I completed University of Yale’s Investment Management program and passed the Certified Investment Management Analyst®️ exam administered by Investments & Wealth Institute.
It’s been a long ride: hours of lectures with renowned economists and practitioners, months of studying a 1,000-page course book and 1,200-page slide deck, countless quizzes, practical assignments, and a 5 hour final exam.
But it was worth it. I’ve definitely deepened my theoretical knowledge of macroeconomics, statistics, investment theories, portfolio creation strategies and use of various vehicles, behavioral finance & psychology, and history of investment markets. I’ve also sharpened my analytical skills.
I hope to use all that to better educate my clients and help them in achieving their financial goals.