CIMA® Global Access

The Certified Investment Management Analyst® (CIMA®) professional certification is designed for investment professionals who analyze, recommend, manage, or service investment accounts, clients, and customers.

The CIMA® Global Access program delivers a comprehensive education on advanced investment topics, giving advisors and consultants the tools they need to deliver exceptional value to their clients.


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Education Format
The program format is entirely virtual
Exam
110 questions, 4 -hour comprehensive exam
Experience
Minimum 3 years of verified work experience in financial services
Ethics
Adhere to the code of professional responsibility

Why Pursue the CIMA® Certification?

The CIMA® online, on-demand program provides investment professionals with the flexibility to learn at their own pace, while building advanced knowledge, skills, and tools to serve clients more effectively. This certification helps advisors differentiate themselves in a competitive industry, grow their careers, and gain the confidence to attract and retain clients.

CIMA® designees earn higher incomes on average, thanks to the ability to analyze strategies and funds more effectively, make wiser investment recommendations, and construct stronger portfolios. By committing to meaningful ethical standards, they also demonstrate integrity and support the long-term trust and credibility of the investment profession.

Program Features

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The CIMA® program is delivered entirely online and at your own pace so that you can balance study with your career.
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Courses are led by both professors and seasoned practitioners, blending academic rigor with industry insight.
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With test-prep videos, study notes, summaries, a robust reading library, more than 1,000 practice questions, mock exams, and an active candidate discussion board, you’ll be equipped to succeed on the exam—and in practice.
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Lessons emphasize practical application over theory, preparing you to use what you learn immediately.

Enrollment & Class Schedule

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.

Enrollment Deadline

Program Format

Live Virtual Education

Additional Information

CIMA® Global Access

Continuous Enrollment

Self-paced

100% On-Demand

Program Learning Outcomes

Gain the confidence and tools to deliver measurable value and stand out in a competitive industry.

From client discovery to portfolio design, the CIMA® program equips you with practical, repeatable skills to analyze investments, manage risk, and build stronger client relationships.

Learning Outcomes

  • Effective client discovery

  • Tailored investment policy statements

  • Advanced fund & strategy analysis

  • Confidence with alternative investments

  • Clearer risk communication

  • Systematic portfolio design

  • Smarter investment recommendations

  • Rigorous manager due diligence

  • Accurate performance measurement

  • Stronger client relationship management

  • Formalized investment review process


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Questions?

Have questions about CIMA® certification or which program option is right for you? Contact Program Director Jim Dobbs—he’s helped thousands of candidates succeed and is ready to guide you.

Contact Information

For more information about CIMA® Global program:

Jim Dobbs, MBA, MDE, CIMA®, CFP®, CPWA®

Program Director, CIMA® Global online program

Singapore: 65 8648-5704

Email: jim@dobbseducation.com

"The CIMA® program provides the kind of sophisticated investment and wealth knowledge and tools I need to stay relevant and competitive in today's marketplace."

Noel Pacarro-Brown, CIMA®, CPWA®
Senior Vice President and Financial Advisor, The Conscious Wealth Management Group at Morgan Stanley

“The CIMA® designation not only helped me with my clients (advisors) but it opened new doors. I started being invited to investment committee meetings and included in due diligence calls. I was seen as the person who had the skill set to impact the conversation.”

John Smith
CPWA®, CIMA®, CFP®, CAIA

“My goal is to work with high-net-worth clients and endowments. Earning the CIMA® designation is an illustration to prospective clients that I possess the knowledge to effectively manage their capital. It will give me the credibility of having specialized training and knowledge. The CIMA® certification is critical in helping me build trust and create relationships with wealthy, sophisticated investors who have complex needs.”

Shaun Taylor
Candidate for CIMA® Certification