Sample Prospect Email – CIMA

[Prospect Salutation]:

 
Suggested personal statement of reference here, such as: I enjoyed seeing you recently at my office, I was referred to you by Mr/Mrs. Client, etc., before transitioning into information on CIMA certification.
 
In your search for a financial advisor, you might be wondering what the difference is between advisors and what all the initials at the end of their names mean.  If you are interested, here is a handy reference to most of the financial service industry designations compiled by FINRA, a licensing and regulatory body. As you can see, there are many designations and many differences in the education and experience needed to obtain each one.
 
What makes me different? I am a Certified Investment Management Analyst® (CIMA®) professional. The CIMA certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge.
 
As a CIMA professional, I have taken the time, expense, and dedication to stay abreast of the latest trends, strategies, and laws so that I can serve you with the most advanced investment management knowledge possible. And because continuing education is a requirement of the CIMA certification program, I stay abreast of the latest trends, strategies, and laws so that I can serve you with the most sophisticated investment management knowledge possible. I have invested in executive education at a graduate level, instructed by ivy-league quality instructors, who have guided my education in both theory and practical application.
  
I urge you to review this information (Optional attachment or linkCIMA Client One-Pager or CIMA Client Brochure, which outlines what the CIMA certification is and what it takes to earn the certification, including the four “E’s”: education, ethics, experience, exam.
 
I welcome any questions you may have about my professional CIMA certification. If you would like more information about the international organization behind the certification, visit the website of the Investments & Wealth Institute www.investmentandwealth.org  or for investor resources, www.investmenthelp.org.
 
Finish with personalized statement, such as “I look forward to seeing you at our next quarterly meeting”