Experienced financial planner Jake Kagele currently serves as the managing director of NOVA Financial Services in Tucson, AZ, where he serves high-net-worth clients and organizations. Skilled in tailoring financial plans and investments for individual clients, Jake Kagele also holds Certified Investment Management Analyst (CIMA) certification through the Wharton School of Business at the University of Pennsylvania.
The CIMA educational program at Wharton operates within the school’s executive education suite of academic offerings. A peer-based course, Wharton’s CIMA program provides students with advanced knowledge in topics that range from modern portfolio theory and behavioral finance to investments and asset allocation. Moreover, students participate in daily review sessions and have access to pre- and post-program educational content.
Upon completion of Wharton’s CIMA educational program and exam, students may take the CIMA certification examination. The exam, which is administered by the Investment and Wealth Institute, includes 140 multiple-choice questions. The exam is computer based and must be completed at a local Pearson VUE testing center.
The CIMA educational program at Wharton operates within the school’s executive education suite of academic offerings. A peer-based course, Wharton’s CIMA program provides students with advanced knowledge in topics that range from modern portfolio theory and behavioral finance to investments and asset allocation. Moreover, students participate in daily review sessions and have access to pre- and post-program educational content.
Upon completion of Wharton’s CIMA educational program and exam, students may take the CIMA certification examination. The exam, which is administered by the Investment and Wealth Institute, includes 140 multiple-choice questions. The exam is computer based and must be completed at a local Pearson VUE testing center.
