CIMA® Certification Requirements

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

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The CIMA® Certification Process


Select an executive education provider and apply

Getting started is simple. Submitting your application connects you with both IWI and your selected education provider.

First, select a CIMA® executive education provider.

When choosing your preferred provider, verify that the course format (online or hybrid), application deadline, and course schedule works for you.


Then, submit your application to IWI.

IWI staff will complete a background check. Within 7-10 business days, we’ll notify you of your official acceptance into the program and send your information to your selected education provider.

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Resources for Applicants


$5,995 │ CIMA® Cost: Application & Education Program

$5,600* │ CIMA® Cost: Application & Education International Program

*Some qualified international applicants may receive a 50% subsidy from Portfolio Construction Forum.


Complete the CIMA® education program

“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

Prepare and pass the exam

The certification exam is a 5-hour, computer-based examination administered in person at local Pearson VUE testing centers or online through Meazure Learning . Your first exam attempt is included in your initial application and education program fee.


$225 │ Exam Retake Fee


Complete your CIMA® certification

Once IWI receives your successful exam results, we’ll send an email with your final steps.

  • Document at least 3 years of verified work experience in financial services and pass a second background check.

  • Sign your agreement to adhere to IWI’s Code of Professional Responsibility and certification marks usage guidelines.

  • Pay your certification fee, which includes a 2-year Basic Investments & Wealth Institute membership.

$395 │ Initial Certification Fee

Total cost of certification

$5,995 Application and Education

$395 Initial Certification Fee

$ 6,390 Total Cost

Other potential costs

$225 exam retake fee


Stay connected/relevant and maintain your certification

Navigate the evolving financial advising landscape with continuing education (CE), professional development, conferences, and events that keep you competitive and relevant throughout your career.

IWI certificants must complete 40 CE credits every 2 years. IWI makes CE study, reporting, and certification renewal simple and efficient.

Certification Renewal Requirements

Looking for a Custom CIMA® Certification Solution for Your Teams?

Ensure your client-facing advisors have the practical, multi-faceted knowledge they need to offer sophisticated investment and financial management solutions by sponsoring private group classes for your firm’s CIMA® candidates.

Explore Partner Solutions

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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