As managing director of Tucson, AZ-based NOVA Financial Services, Jake Kagele provides financial services to high net worth clients. To complement his professional experience, Jake Kagele has completed professional education programs at the Wharton School of Business that include the Foundations and Endowments Certificate in addition to the Certified Investment Management Analyst (CIMA) program.
The Wharton School of Business, an educational institution within the University of Pennsylvania school system, has provided executive education and advanced business practices since its founding over 135 years ago. The school serves students across its undergraduate, MBA, and doctoral programs, in addition to professionals enrolled in executive education and online certificate programs like the CIMA program.
An interactive, peer-based learning course, Wharton’s CIMA program enhances knowledge in the areas of portfolio theory, behavioral finance, investments, asset allocation, performance measurement, and investment policy. The course outcomes include preparing students for certification as an investment management analyst through the Investments & Wealth Institute, a leading professional association serving the financial advising profession.
In addition to preparing students for the CIMA exam, Wharton’s program helps students to master advanced investment techniques. Moreover, the course provides an opportunity for students to leverage the expertise of world-renowned faculty while also expanding their professional network.
The Wharton School of Business, an educational institution within the University of Pennsylvania school system, has provided executive education and advanced business practices since its founding over 135 years ago. The school serves students across its undergraduate, MBA, and doctoral programs, in addition to professionals enrolled in executive education and online certificate programs like the CIMA program.
An interactive, peer-based learning course, Wharton’s CIMA program enhances knowledge in the areas of portfolio theory, behavioral finance, investments, asset allocation, performance measurement, and investment policy. The course outcomes include preparing students for certification as an investment management analyst through the Investments & Wealth Institute, a leading professional association serving the financial advising profession.
In addition to preparing students for the CIMA exam, Wharton’s program helps students to master advanced investment techniques. Moreover, the course provides an opportunity for students to leverage the expertise of world-renowned faculty while also expanding their professional network.
