CIMA® Certification Marketing Resources

Now that you have achieved your Certified Investment Management Analyst® certification, learn how to promote your advanced capabilities to peers, clients, and your firm.

CIMA® Certificants Are Exceptional Advisors

Your CIMA® certification provides a strong foundation for objective decision making that directly benefits your institutional and high-net-worth clients.

Explore the Exceptional Advisor Toolkit

The Exceptional Advisor program from Investments & Wealth Institute helps you articulate to clients  the advantages you can deliver as a CIMA® certificant.

Enhance Communications: Resources for Exceptional Advisors

Act Ethically

Discover materials that you can use to educate your clients about topics they truly care about.

Learn More

Demonstrate Advanced Knowledge

Go beyond basic expectations to communicate a distinct advantage to your clients.

Learn More

Provide Meaningful Guidance

Discover materials that you can use to educate your clients about topics they truly care about.

Learn More

Understand What Clients Need

Dive into authoritative research on client attitudes, challenges, and expectations.

Learn More

Recommended Courses

Applied Behavioral Finance

In the investing world, not acting on emotion is paramount. Overconfident investors overestimate their capabilities, eternal optimists underestimate risk, and investors with familiarity bias consistently trade in the securities with which they are familiar - often to the detriment of returns. Applied Behavioral Finance gives advisors the tools to understand and properly navigate their clients' roller coaster of emotions and unspoken biases toward investing, as well as their own.


Using BeFi to Build Trust and Manage Investor Behavior

To build high-trust client relationships, the demonstration of one’s technical skills is nowhere near enough. This is because the demonstrated ability of the advisor is about the past. Yet, the decision to trust is primarily about the future – what the advisor will do next. Will the advisor understand me? Will the advisor have my best interests at heart? Will the advisor care for me and be honest with me? The objective of this program is to equip advisors with the behavioral knowledge to be able to elicit positive responses, build trust, and manage investor behavior with confidence.

5 CE Hours

Using BeFi to Build Trust and Manage Investor Behavior financial advisor course

Explaining Blockchain and Digital Assets to Clients and Prospects

Digital assets represent the first new asset class in 150 years, with innovations that will transform commerce on a planetary scale. In this informative session, you’ll gain vital knowledge about blockchain and digital assets, enabling you to have meaningful conversations with prospective and existing clients.


Help Clients Find You—Where They Are

Maintain your profile on

Improve your visibility to clients searching for Exceptional Advisors like you through our online consumer search tool.

Get your digital badge

IWI partners with Accredible to provide a one-click solution to add your credentials to your email signature and social profiles.

Leverage your certification marks

Learn how to properly display your licensed certification marks in business communications, marketing materials, websites, and more.

Did You Know?

Your Membership Just Got an Upgrade

IWI is proud to announce brand new benefits for our members. These new membership tiers are designed to offer advisors multiple pathways and powerful tools as they journey towards that success.

Learn More

Market Your CIMA® Certification with These Resources

Proudly share your Certified Investment Management Analyst® marks in your signature and social profiles, apply the logo on your website, send an announcement out to your clients, or share a presentation or brochure.

Certificant Flyer

Professionally designed, at-a-glance explanation of the requirements you’ve met for CIMA® certification.


Certificant Guidebook

Turn to this collection of editable marketing resources—including letters, website copy, a flyer, a brochure, and more—to promote your CIMA® credentials.


Client Brochure

FINRA-approved marketing brochure to educate clients about the value of working with a CIMA® professional.


Order Brochures

Complete and submit this form to receive printed copies of the client brochure.


Presentation Deck

Microsoft PowerPoint slides to help you walk a client through what CIMA® certification entails.


SEC Supplemental Support Language - ADV

SEC-compliant language to describe your CIMA® certification .


Elite members get exceptional benefits on CE

Simplify your access to continuing education and professional development with complimentary or reduced-cost CE-approved courses, conferences and events, and more.

join/renew/upgrade membership

Continuing Education: Keep Your Knowledge and Skills Fresh

Conferences and Events

Explore premier learning and networking experiences.

Team Development

Ask about group classes and customized learning for your firm.


Stay competitive by tapping into timely topics that matter to your clients.

Need Help?

Visit our FAQs or reach out to your support teams.


Browse common questions from your CIMA®-certified peers.

Certification FAQMembership FAQ

Membership Support

Contact our dedicated membership team.

Certification Support

Certification and marketing insights from IWI experts.