Membership & Publications
Are You an Exceptional Advisor? Communicate Your Value
CIMA Sample Letter for Clients
Sample Client Letter – CIMA
Suggested personal statement of reference here, such as: I enjoyed seeing you recently at my office, I hope you have enjoyed our quarterly newsletter, etc., before transitioning into information on CIMA certification brochure.
As you may recall, I am a Certified Investment Management Analyst
) 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.
Recently, the standards and education organization that oversees my certification changed their name, from the Investment Management Consultants Association
to the Investments & Wealth Institute
. They have recently released updated information on the CIMA certification and so I thought now would also be an appropriate time to update you, my valued clients, on what it means to you to have a CIMA
certified financial advisor.
I urge you to review the enclosed
, which outlines what the CIMA certification is and what it takes to earn certification, including the four “E’s”: education, ethics, experience, exam. What I would like to highlight to you is the Continued Competency aspect of my CIMA certification and my professional practice in general. Not only do I fulfill forty hours of continuing education credit hours necessary for my CIMA certification, but I also maintain (
fill in additional certifications, designations, insurance, and/or securities licenses etc which may require even more education hours).
It’s important to me as your advisor that you know the time and commitment that is dedicated to keeping abreast of the latest trends, strategies, and laws so that I can serve you with the most advanced investment management knowledge possible.
I welcome any questions you may have about my professional certifications like CIMA. If you would like to learn more about the international organization behind the certification, visit the website of the Investments & Wealth Institute
or for investor resources,
Finish with personalized statement, such as “I look forward to seeing you at our next quarterly meeting”