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.

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Demonstrate Advanced Knowledge

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

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Provide Meaningful Guidance

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

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Understand What Clients Need

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

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Recommended Courses

Applied Behavioral Finance

Learn to address the behaviors behind common financial decisions that trip up investors.

20 CE Credits

ETF Best Practices

A factor-based approach to improve portfolio outcomes, enhance diversification, and help manage risk.

4 CE Credits

Decision Economics

Use a behaviorally informed framework to separate emotion from the investment process.

1 CE Credit

Help Clients Find You—Where They Are

Maintain your profile on Investmenthelp.org

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.

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.

Download

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.

Download

Client Brochure

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

Download

Order Brochures

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

Download

Presentation Deck

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

Download

SEC Supplemental Support Language - ADV

SEC-compliant language to describe your CIMA® certification .

Download

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.

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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.

Webinars

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

Need Help?

Visit our FAQs or reach out to your support teams.

FAQ

Browse common questions from your CIMA®-certified peers.

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Membership Support

Contact our dedicated membership team.

Certification Support

Certification and marketing insights from IWI experts.