CIMA® Education Providers and Class Schedule

The CIMA® certification education program is offered in partnership with several 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.

Investments & Wealth Institute neither makes any assertion regarding the quality of knowledge of these providers nor does it endorse any of them over any other one.  Their creators and educators, including those who are part of Institute-delivered programs, have no specific knowledge of the current CIMA® certification exam questions.

Enrollment Deadline

Self-Study Period

Live Virtual Education

Additional Information

North America

University of Chicago Booth School of Business

August 25, 2025

AugustSeptember 2025

September 10December 17, 2025

Yale School of Management

Continuous Enrollment

Ongoing

Variable (Virtual Access)

International

Portfolio Construction Forum

March 1 (Annually)

MarchSeptember

Ongoing

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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

Ready to Take the Next Step?

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Schedule a Call

Speak to an enrollment counselor.

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Introductory Webinars

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