The CIMA offers an educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement. Candidates for the designation must successfully complete a course of study offered by the Investment Management Consultants Association. They must also
Coffee quality is workshop focus
Kona Coffee Farmers Association is sponsoring a workshop on “Coffee Wetmill Practices — How They Affect Your Coffee Quality” from 2 to 4 p.m. Sunday at Cornerstone Farms on Painted Church Road.
The workshop is free to associated members and $10 for nonmembers.
Contact Ken Sheppard to register and for parking and other details at kensheppard@hawaii.rr.com or 329-7239.
Easley, Suezaki earn certifications
Taylor Easley, a financial adviser in Morgan Stanley’s Global Wealth Management Group office in Kailua-Kona, has been awarded the certified financial planner certification.
Easley has worked at Morgan Stanley since 2000. In addition to providing financial planning services, he provides a variety of other advisory and nonadvisory financial services, including brokerage services to clients who seek such services.
The certified financial planner designation identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework and have passed the certified financial planner certification examination covering the following areas: financial planning, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. Certified financial planner certificants must also agree to meet ongoing continuing education requirements and to uphold the Certified Planner Board of Standards Inc.’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
Dale L. Ishida Suezaki, a senior consultant and financial adviser in the firm’s Global Wealth Management Group office, has been awarded the Certified Investment Management Analyst, or CIMA, professional designation. Suezaki has worked at Morgan Stanley since 2000.
The CIMA offers an educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement. Candidates for the designation must successfully complete a course of study offered by the Investment Management Consultants Association. They must also adhere to the IMCA Code of Professional Responsibility and are required to undertake continuing education requirements to maintain the certification.
