Revolutionize Your Career with IWI's Hybrid CIMA Certification Program

Posted by Allison Edmondson, Director of Communications

Jan 28, 2019 3:00:00 PM

Denver, CO — January 28, 2019Investments & Wealth Institute® and the University of Chicago Booth School of Business announced a new registered education program for advanced financial advisors pursuing CIMA® certification – Chicago Booth CIMA Education Program.  This program allows candidates to learn the CIMA curriculum at their own pace, while also providing an opportunity to engage with Chicago Booth faculty through a combination of live-online and video on-demand instruction. In addition, candidates may elect to attend a two-day intensive CIMA® exam preparation workshop which will be offered in-person beginning May 2019.

Program benefits include:

  • A new flexible format delivered over three months.

  • A personalized study schedule that includes pre-reading, lectures, practice problem solving, online reviews and quizzes in an easy-to-use state-of-the-art learning platform.

  • Continuous feedback from faculty on quiz and problem-solving exercises through online learning tools and live online review sessions.

  • Learning designed around a cohort experience, which allows participants to build community, learn from each other, and expand their network.

  • Led by a team of top Chicago Booth faculty and experienced practitioners who are dedicated to providing thorough and rigorous education for CIMA certification.

“We have a long-established relationship with Chicago Booth and are excited to have them offer CIMA candidates a premier-quality education using a unique and practical learning modality,” said Sean R. Walters, CAE®, Investments & Wealth Institute chief executive officer.

The Investments & Wealth Institute has administered the CIMA certification program for 30 years as the premier international, technical portfolio construction program for advisors, planners and consultants. The process for earning the CIMA certification includes a comprehensive background check, three-years minimum experience, completion of a registered executive education program, adherence to a Code of Professional Responsibility, and passing a 140 question, 5 hour examination.

CIMA certification is one of only a handful of designations worldwide that has earned accreditation under an international standard for personnel certification (ANSI/ISO 17024).
“We are pleased to bring together top faculty and experienced practitioners in a flexible format designed to help advisors achieve CIMA certification,” said Mark Lewis, Executive Director, Executive Education at Booth.

“Our approach provides candidates with clear instruction, real-world examples, ample practice, and access to a curriculum designed for success in their careers and on the CIMA certification exam,” said Kathleen Fitzgerald, Chicago Booth Adjunct Associate Professor of Strategic Management, Co-Faculty Director for Chicago Booth CIMA Education Program.

The Chicago Booth CIMA Education Program and the two-day CIMA Exam Prep Workshop are available to a wide range of financial professionals from all advisory channels.  The workshop will also be available to CIMA candidates who are enrolled in other education programs but interested in additional certification exam prep.

Immediately upon acceptance as a CIMA candidate, financial professionals may enroll in the Chicago Booth CIMA Education Program at a cost of $4,750, which includes tuition for the online course and two-day workshop. The first cohort will be held 19 February through 10 May, 2019.


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