James Whalen of Blue Rock Financial earns CIMA certification
Blue Rock Financial Group recently announced James Whalen has successfully completed the requirements for the CIMA certification, Certified Investment Management Analyst, through the Investment & Wealth Institute.
Whalen attended The University of Chicago Booth School of Business to complete the certification, which identifies individuals who have met extensive experience and ethical requirements, and successfully completed advanced investment management consulting coursework provided through select top-20 business schools in the United States. His studies culminated with him passing the rigorous five-hour certification exam.
CIMA certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. Those who earn the certification must agree to meet ongoing continuing education requirements and adhere to the institute’s Code of Professional Responsibility.
CIMA advisors have completed a rigorous process and demonstrated knowledge and competency in a variety of investment management and portfolio construction topics. The CIMA advisor learns sophisticated, technical investment concepts and how to apply them for both individual and institutional clients.
“It’s an honor to earn the CIMA designation. It has provided me with the experience and knowledge to provide additional value to both my clients and colleagues,” said Whalen.
Blue Rock Financial Group leaders support team members to seek out educational opportunities that will support their roles at the firm and enhance their careers.
Blue Rock Financial Group specializes in customized, fee-based, comprehensive financial planning services targeted toward business owners, pre-retirees, retirees and executives. Blue Rock Financial Group applies a holistic approach to wealth management to help clients plan confidently for their financial futures.
For more information, go to bluerockfg.com or call 302-PLANNER (752-6637).
