Junior Investment Analyst Exam Details

The JIA Certificate program is designed for those working in financial analysis and those working for firms involved in financial analysis, investment management, and investment-related activities. The curriculum is focused on both the tools of analysis and their real-world applications. Upon mastering the JIA curriculum and passing the JIA exam, candidates are awarded the JIA Certificate and the right to use the JIA certification by the Schweser Institute.

Who Will Benefit?
The JIA certification provides evidence of competency in several key areas of investment valuation, financial analysis, economics, and ethical practice. Banks, brokers, money managers, investment management consultants and performance evaluation firms, hedge funds, and mutual funds all will have employees who can benefit by increasing their investment knowledge and analytic skills. By offering the JIA Certificate to their employees, corporations will benefit not only from a more educated workforce, but from being able to identify those employees who are most able to profit from further training in financial analysis. For individuals, the JIA Certificate provides a way to distinguish themselves within their firms as well as the knowledge and skills necessary to pursue further financial training and financial designations.

The JIA exam is a 3-hour proctored examination. There are 120 multiple-choice questions. No written material or scratch paper is permitted at the exam. The passing score is set by the JIA Board of Directors after each exam. Note that a passport or other government-issued photo ID is required for exam admittance.

Approximate Exam Topic Weightings:

  • Ethical Standards - 10%
  • Quantitative Methods - 15%
  • Economics - 12%
  • Financial Statement Analysis - 20%
  • Analysis and Valuation of Equity Securities - 5%
  • Portfolio Theory - 5%
  • Corporate Finance - 8%
  • Structure and Operation of Securities Markets - 5%
  • Debt Securities - 10%
  • Derivative Securities - 5%
  • Alternative Assets - 5%

Inquiries

Call 608.779.2999

Middle East JIA Inquiries:
Ms. Layal El Sabe’
Phone: 00961-1-366535
Fax: 00961-1-366535
Address: Ain Mreisseh, Tina Towers Center, 1st Floor, Beirut, Lebanon

Website: www.ifamena.com
Email: jia@ifamena.com; info@ifamena.com