02/11/2020
PRESS RELEASE – FOR IMMEDIATE DISTRIBUTION
Rocky Byrd earns Certified Investment Management Analyst® (CIMA®) Certification.
Hoffman Estates, Illinois – Clearwater Capital Partners is pleased to announce that Rocky Byrd has earned the Certified Investment Management Analyst® (CIMA®). The CIMA® certification is provided by Investment Management Consultants Association® (IMCA®) which was established to deliver premier investment consulting and wealth management credentials and world class educational offerings. According to the IMCA® website, only half of first-time testers who start the CIMA® certification process will successfully pass.
“Continuing to develop the advanced knowledge base required to serve clients in a rapidly changing financial world is a priority for every associate at Clearwater Capital Partners,” said John Chapman, Managing Partner and Chief Executive Officer. “The Certified Investment Management Analyst® (CIMA®) designation is one of the most respected certifications in the industry and is one of the most rigorous to earn and maintain. As such, we’re very proud of Rocky’s achievement.”
About the CIMA Certification®
Candidates for the CIMA® certification must complete a rigorous course of study encompassing portfolio performance, risk measurement, portfolio theory, investment consulting, global capital markets, and other investment related topics. As part of the certification process, Rocky completed advanced investment consulting coursework at the Booth School, University of Chicago. Additionally, those who earn the certification must agree to meet ongoing continuing education requirements and adhere to IMCA®’s Code of Professional Responsibility and Standards of Practice.
In 2011, the American National Standards Institute (ANSI®) recognized the CIMA® certification as the first financial services credential in the United States to earn accreditation under an international personnel certification standard.
About Clearwater Capital Partners
Clearwater Capital Partners is an independent Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). The firm was founded in 2006, by John Chapman, as a locally owned, privately held independent advisor. The firm provides comprehensive wealth management services to successful individuals and families through its Private Client Practice. The firm’s Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.