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Sophisticated Investment Expertise. Delivered.
When you’re ready to advance your career—and retain more high-net-worth clients—choose the Certified Investment Management Analyst® certification.Apply Now
Have questions about CIMA® certification?
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What Can CIMA® Do for You?
With markets defined by fixed income volatility and low equity return expectations, deliver the sophisticated advice today's investors demand - and need - with the Certified Investment Management Analyst® (CIMA®) certification.
The CIMA® designation provides advisors, consultants and analysts with the tools to go beyond investment fundamentals. The program:
Integrates practical knowledge with investment theory, with deep dives into advanced portfolio construction, accounting and risk management.
Delivers a systematic process to put this sophisticated knowledge into action - differentiating services, solutions and outcomes.
Demonstrate and deliver the sophisticated expertise that U/HNW investors need with the CIMA® certification.
It's not by chance that CIMA® holders report higher earnings and larger client accounts than holders of other designations.
From behavioral finance to plan design and beyond, they gain critical skills and knowledge from the world's most sophisticated business schools (including the University of Chicago Booth School of Business and the Yale School of Management.)
Learn how the CIMA® certification can help you integrate practical skills with sophisticated investment knowledge to meet the needs of sophisticated investors and build more successful practices.Increase Your Professional Value: Download Our CIMA® Brochure
CIMA® Certification Process & Costs
Our standards are high. And CIMA® certification is rigorous.
But when you join the community of CIMA® certificants—more than 8,500 around the world—you’re in the company of game changers, influencers, and top executives who are evolving the financial advice profession.
Ready to be part of it?Get CIMA® Process & Cost Details
Apply and select an education provider
Complete executive education program
Pass the CIMA® Certification exam
Complete three final steps your certification
Premier Education Providers to Guide Your CIMA® Program
Investments & Wealth Institute ensures intellectual rigor, engaging teaching, and cutting-edge research for our standards-based, ANAB-accredited CIMA® curriculum by partnering with Top 10 and Ivy League-quality educational providers.
Yale School of Management
Learn from Yale faculty and industry experts through this fully online program, Investment Management Theory & Practice, which includes comprehensive study materials and exam-prep tools.
University of Chicago Booth School of Business
Choose from fully online or hybrid (online with an in-person exam prep workshop) for a flexible experience with top faculty and experienced practitioners.
Portfolio Construction Forum
This synchronous online program, led by the Forum’s specialist academic research unit, enables convenient access to CIMA® education for students in the Asia/Pacific region.View CIMA® Education Provider Details
Resources to Support Your CIMA® Certification JourneyBROCHURE
Make your case to peers and employers.CANDIDATE HANDBOOK
All-in-one reference to the CIMA certification program.CIMA® CURRICULUM OVERVIEW
At-a-glance coursework outline.CIMA® EXAM INFORMATION
What to expect at exam time.SCHOLARSHIPS
Learn about financial assistance for CIMA candidates from underrepresented communities.
Why offer CIMA® certifications to your firm’s teams?
Today’s affluent clients don’t come to you for products. They come to you for knowledge. So your client-facing advisors must offer sophisticated investment and financial management capabilities across strategies, styles, products, and behavioral biases.