Frank Kautzky of Chicago Oakbrook Financial Group earns CIMA designation

  • Frank Kautzky, CIMA®, ChFC®, AIF®

    Frank Kautzky, CIMA®, ChFC®, AIF®

 
Submitted by Kristin Johnson
Updated 11/8/2019 9:41 PM

Chicago Oakbrook Financial Group congratulates our very own Frank Kautzky for recently earning his Certified Investment Management Analyst® certificate (CIMA®).

Kautzky has been working rigorously toward this goal over the past year.

                                                                                                                                                                                                                       
 

The CIMA certification identifies individuals who have met extensive experience and ethical requirements and successfully completed graduate level investment management consulting coursework provided through one of three top-20 business schools in the United States.

Kautzky chose to complete the Investment Management Theory & Practice program from the Yale School of Management.

CIMA professionals must also pass a certification exam covering a wide range of in-depth investment topics. Additionally, those who earn the certification must agree to meet ongoing continuing education requirements and adhere to the Institute's Code of Professional Responsibility.

Fewer than two percent of financial services professionals hold CIMA certification,1 which is delivered by Investments & Wealth Institute® (Institute) and is the only credential designed specifically for financial advisors and investment consultants.

Investments & Wealth Institute® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. RMA®and Retirement Management Advisor® are marks owned by Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute.

1. As of March 2016, Financial Industry Regulatory Authority (FINRA) regulates 641,157 registered reps, and 7,290 professionals hold CIMA certification. Visit www.finra.org.

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