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The CIMA® Certification Process
Getting started is simple. Submitting your application connects you with both IWI and your selected education provider.
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
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