Lead at a Higher Level
Taking your career to the next level requires a different skillset and knowledge base than
what has helped you get where you are today.
Leading at a higher level requires you to draw from multiple disciplines: investments, portfolio theory and behavioral finance, risk and return, portfolio construction and consulting process and fundamentals.
The CIMA® certification will help you upgrade your cross-functional understanding of investment management and portfolio construction, provide access to a wider channel of niche experts and expand your clientele.
Invest in Yourself
So take your pick, choose a program that works for you. Whether you prefer an online or an on-campus learning environment, we have a place for you.
The Investments & Wealth Institute partners with Ivy League-quality educational providers who have real-world knowledge from the most complex and challenging investment management situations out there.
Our programs are intensive and designed for advisors, by advisors to provide you with practical application in as little as 6–9 months. Keep your career on the fast track by earning the prestigious Certified Investment Management Advisor® (CIMA®) certification. Isn’t it time you invested in yourself?