Home > Certifications > Welcome to CIMA

Certified Investment Management Analyst® (CIMA®) Certification

Re-engineer Your Trajectory!

Envision something more challenging and rewarding for yourself. Dream bigger. Dream higher, or simply pivot toward something that is more satisfying. The CIMA certification is going to help you catapult your career and your practice.

Certified Investment Management Analyst (CIMA) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA certification continues to be the highest level of advanced investment education for client-facing advisors.



U.S. Financial Advisors


CIMA Certificants


CIMA Candidates


Opportunity to Stand Out!

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?

What is CIMA?

CIMA certification is the peak international, technical portfolio construction and investment management program.

Our standards are high. CIMA certificants are legendary pioneers and forward-thinking individuals. With over 8,500 CIMA certificants around the world, our niche community includes well-known game-changers, influencers and top executives. A robust community of asset managers, wirehouses, banks, trusts, money managers, independents and others. Ready to be part of it?


Hear from your peers how the CIMA certification impacts their careers and compare how it stacks up against the CPWA and other well-respected industry designations.

Explore What it Takes to Become an Investment Management Expert


Who is it for?

  • Investment consultants/analysts
  • Financial advisors/planners
  • Wealth management professionals
  • Advisors with client-facing relationships
  • Advisors who want to ensure clients that they have the most up-to-date investment knowledge



What is covered?

  • Fundamentals
  • Investments
  • Portfolio Theory
  • Behavioral Finance
  • Risk and Return
  • Portfolio Construction
  • Consulting Process



What does it cost?

Between US $5,500 – $9,000, depending on choice of preparatory materials and registered education provider.


What is the Executive Education requirement?

Completion of Executive Education component offered by an approved Registered Education Provider.


What are the exam details?

Five hours long, with 140 multiple-choice questions: 125 scored and 15 non-scored pretest questions.


How can I learn more?

See upcoming overview classes and webinars. Take a half-day introductory class or a half-hour webinar to learn how CIMA can help you in your business.


How long does it take?

On average, 6–9 months.



What is the experience requirement?

3 years of verifed work experience in financial services, to be earned before certification.



Frequently Asked Questions

Ready to change your life?!


What are the renewal requirements

  1. Complete and report a minimum of 40 hours every two years of continuing education (CE) credit, including two ethics hours and one hour of Tax or Regulation
  2. Pay a recertification fee
  3. Pass a background check, disclose any regulatory complaints, and agree to adhere to the Institute’s Code of Professional Responsibility and Rules and Guidelines for Use of the Marks, as well as disclosing any federal/state regulatory actions or complaints.

What does ANSI accreditation mean?

We hold the gold standard of accreditation, the American National Standards Institute (ANSI) under an international standard for personal certifiers (ANSI/ISO 17024) and have maintained accreditation for nearly a decade.

Isn’t it time to invest in yourself?

What People Are Saying

“The CIMA program provides the kind of sophisticated investment and wealth management knowledge and tools I need to stay relevant and competitive in today’s marketplace.”

Noel Pacarro Brown, CIMA®, CPWA®
The Conscious Wealth Management Group at Morgan Stanley
Investments & Wealth Institute member since 2009


We hold the gold standard of accreditation, the American National Standards Institute (ANSI) under an international standard for personal certifiers (ANSI/ISO 17024) and have maintained accreditation for nearly a decade.

What ANSI Accreditation Means for You.