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CIMA® Certification
The Advanced Certification for Investment Management Expertise.
The Certified Investment Management Analyst® (CIMA®) professional certification is designed for financial advisors and investment consultants managing the investment management needs of affluent and institutional clients.
Apply NowWhat Can CIMA® Do for You?
The CIMA® program delivers a comprehensive education on advanced investment topics, giving you the tools you need to deliver exceptional value to your clients. In 2011, the CIMA® certification became the first financial services credential in the United States accredited by ANAB (ANSI National Accreditation Board). Re-accredited twice since, it remains a global benchmark of excellence, equipping investment professionals with the advanced knowledge and skills required to thrive in today's complex financial landscape.
Learn how the CIMA® certification can help you build a more successful practice by integrating practical client engagement skills with advanced investment knowledge to meet the needs of sophisticated investors. The program:
Integrates practical knowledge with investment theory, with deep dives into advanced portfolio construction, accounting and risk management.
Delivers a systematic process to put this sophisticated knowledge into action - differentiating services, solutions and outcomes.
Demonstrate and deliver the sophisticated expertise that U/HNW investors need with the CIMA® certification.
CIMA® Certification Process & Costs
Our standards are high. And CIMA® certification is rigorous.
But when you join the community of CIMA®-certified professionals — more than 9,100 around the world — you’re in the company of game changers, influencers, and top executives who are evolving the financial advice profession.
Ready to be part of it?
Get CIMA® Process & Cost DetailsApply and select an education provider
Complete executive education program
Pass the CIMA® Certification exam
Complete three final steps your certification
Premier Education Providers to Guide Your CIMA® Program
Investments & Wealth Institute ensures intellectual rigor, engaging teaching, and cutting-edge research for our standards-based, ANAB-accredited CIMA® curriculum by partnering with Top 10 and Ivy League-quality educational providers.
Yale School of Management
Learn from Yale faculty and industry experts through this fully online program, Investment Management Theory & Practice, which includes comprehensive study materials and exam-prep tools.
University of Chicago Booth School of Business
Choose from fully online or hybrid (online with an in-person exam prep workshop) for a flexible experience with top faculty and experienced practitioners.
Portfolio Construction Forum
This synchronous online blended live and on-demand learning program, led by the Forum’s specialist academic research unit, enables convenient access to CIMA® education for students in the Asia Pacific region.
View CIMA® Education Provider Details
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
Resources to Support Your CIMA® Certification Journey
BROCHUREMake your case to peers and employers.
CANDIDATE HANDBOOKAll-in-one reference to the CIMA certification program.
CIMA® CURRICULUM OVERVIEWAt-a-glance coursework outline.
CIMA® EXAM INFORMATIONWhat to expect at exam time.
SCHOLARSHIPSLearn about financial assistance for CIMA candidates from underrepresented communities.
“The CIMA® designation not only helped me with my clients (advisors) but it opened new doors. I started being invited to investment committee meetings and included in due diligence calls. I was seen as the person who had the skill set to impact the conversation.”
John Smith
CPWA®, CIMA®, CFP®, CAIA
Why offer CIMA® certifications to your firm’s teams?
Today’s affluent clients don’t come to you for products. They come to you for knowledge. So your client-facing advisors must offer sophisticated investment and financial management capabilities across strategies, styles, products, and behavioral biases.
Ready to take the next step?
