CIMA® Education Providers and Class Schedule

The CIMA® certification education program is offered in partnership with three prestigious business schools.

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Education providers

Yale, Chicago Booth and Portfolio Construction Forum all champion the CIMA curriculum and apply their own unique approaches to delivering the course content in a meaningful way and through a variety of formats. Apply to the program that best suits your educational needs.

All inquiries regarding the education program fees, class schedules, assessments and other policies, should be referred directly to the education provider. Contact information for each provider is listed below.

Yale School of Management

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University of Chicago Booth School of Business

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Portfolio Construction Forum

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Executive Education Cost

US $5,995

US $5,995

A$2,995 for qualified practitioners (subsidised by a 50% bursary). A$5,995 for all other candidates (~US $4,000)

Education Program Format

100% Online

12 weeks online self-study followed by 2 day in-person, or 4 day live-online test prep workshop

Specialist certificate course, commencing March each year. Synchronous on-demand lectures and live online tutorials. PLUS exam prep included for the CIMA® certification exam

Program Format/Location

100% Online (Self-study)

Online self-study followed by 2 day in-person at the Gleacher Center, Chicago, IL, or 4 day live-online test prep workshop

Synchronous on-demand lectures and live online tutorials

Time Frame

Self-paced

~3.5 month scheduled education program with weekly live virtual sessions

Commences March 1 Each Year
Exam is in September
Enrollment Opens September Each Year

What Program Costs Includes

Application Fee & Background Check
Tuition and Materials for Online Education Program
Test Prep
Initial Exam Sitting

Application Fee & Background Check
Tuition and Materials for Online Education Program and Live Workshop
Test Prep
Initial Exam Sitting

All textbook and lecture notes, on-demand online lectures and live online tutorials (recorded for review), exam prep materials, plus facilitated study-groups
Initial Exam Sitting

Education Provider Contact

Jim Dobbs,
CIMA®, CPWA®, CFP®, Program Director
+1 720-224-1530
Online Education Program
Toby Moskowitz, Ph.D., Faculty Advisor

Rebecca Meyer,
Associate Director
+1 312-423-8037
Executive Education
+1 312-464-8732

Graham Rich,
Dean
Investment Management Research Program of Portfolio Construction Forum,
Sydney, Australia
+61 2 9247 0496

Provider Class Schedules

Enrollment Deadline

Continuous Enrollment

April 30, 2024

March 1

Self-Study Period

Ongoing

March - July, 2024

March - September

In-person (IP), Virtual (V), or Hybrid (H) Dates

Ongoing - (V)

April 17 - July 31, 2024

Ongoing - (V)

Ready to take the next step?

Log in to your IWI account to begin the application process. Don’t have an account with us yet? You can easily create one to get started.

Schedule a Call with an Enrollment Counselor

Kari Estes
Account Manager
kestes@i-w.org
303-529-3823

Gray Bullard
Account Manager
gbullard@i-w.org
303-529-3704

Leverage the Strength of Committed CIMA® Educators*

* Please note that faculty and lecturers at partner institutions are subject to change.

“I learned about Investments & Wealth Institute about 20 years ago and found they have deeper, richer content in their journals and conferences than some other certifying organizations. And they have two of the only financial advisor certifications that are accredited at the highest levels, including global accreditation. That was important to Yale in deciding which certification we wanted to support with our education program.”

Jim Dobbs, CIMA®, CFP®, CPWA®
CIMA® Program Director, Yale School of Management

CIMA Process and Costs

Simple registration, predicable costs, and clear steps pave your way to Certified Success.

Learn about the process and costs related to becoming CIMA® certified.

IWI Foundation Scholarships

Investments & Wealth Foundation scholarships are designed to reduce the barriers for entry into CIMA®, CPWA®, and RMA® certification programs.

Compare IWI Certifications

IWI raises the standard with advanced certifications - CIMA®, CPWA®, and RMA® - that deliver industry-leading education with real-world application.

Ready to Take the Next Step?

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Schedule a Call

Speak to an enrollment counselor.

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