CIMA® Application Process


What you will learn, where you can earn your certification, cost, program format and how to apply.



CIMA® Certification Application Process


Submission of an application will result in a background check conducted by Investments & Wealth Institute staff. Within ten business days, prospective candidates will be notified of official acceptance into the program.

Application Fee:

US$600—includes application fee, background check and initial attempt at the Certification Exam





Candidates can enroll in an education program offered by one of the approved Registered Education Providers listed below once their application is accepted.

  • The University of Chicago Booth School of Business
  • The Wharton School, University of Pennsylvania
  • Yale School of Management
  • Investment Management Research Program – Australia



The Certification Exam is a 5 hour, computer-based examination administered at local Pearson VUE testing centers or through Proctor U for online testing.

A number of independent providers offer online and in-person study resources to help candidates prepare for the Certification Exam.



Time Commitment: Successful candidates report studying for approximately 150 hours, and using a variety of resources when preparing for the CIMA Certification Exam. Including, but not limited to, the executive education program completed through an approved registered education provider.



Once Investments & Wealth Institute receives successful exam results from the testing center, candidates will receive an email to complete three final steps.

  • Document a minimum of three years of verified work experience in financial services and pass a second background check.
  • Sign an agreement to adhere to the Investments & Wealth Institute’s Code of Professional Responsibility and the appropriate use of the certification marks.
  • Pay an initial certification fee.

Key Takeaway
How advisors can help clients and themselves build personal resiliency to the challenges created during the pandemic

You have world-class choices about where to earn your CIMA® certification

Choose your path to become a Certified Investment Management Analyst® professional. Not sure which educational provider program is right for you? Compare and choose from online, hybrid or in-person classes.

Registered Education Provider




Portfolio Construction Forum_logo



$6,850 (ip/h)
$4,850 (v)




Test Prep $745
Wiley Test Prep
Included Included  

Cost Includes

Accommodations and meals, test prep

2-day in-person workshop
(does not include workshop accommodations)

40-hour education course and test-prep materials


In-person (ip), virtual (v), and hybrid (h) classes

90% virtual (v)
10% in-person (ip)

100% virtual (v)

Online, on-demand lectures and regular, compulsory live webinar tutorials


4.5 days in-person

~3.5 months
2 days in-person

Candidates study at their own pace and have access for up to one year

90 days


Online and In-person at the Wharton campus in Philadelphia, PA

In-person workshop at the Gleacher Center, Chicago, IL


Investment Management Research Program – Australia



Information about the education programs can be found on the Registered Education Providers’ websites. All inquiries regarding the education program fees, class schedules, assessments and other policies, should be referred directly to the Registered Education Providers. Click here to  view more informaton on the Wiley Test Prep.

Class Schedules


Education Provider Enrollment Deadline Self-Study Period In-person (IP), Virtual (V), or Hybrid (H) Date(s)


January 26, 2021


January 13-April 9, 2021 (V)


March 26, 2021

March 26-April 26, 2021

April 26-May 7, 2021 (V)


May 10, 2021


May 12-August 6, 2021 (V)


June 19, 2021

June 19-July 19, 2021

July 19-30, 2021 (V)


September 18, 2021

September 18-October 18, 2021

October 18-29, 2021 (V)

Chicago September 21, 2021   September 8-December 3, 2021 (V)
Yale Continuous Enrollment Ongoing Ongoing - (V)

For information on private classes offered through Investments & Wealth Institute, contact

For information on classes held in Australia, visit CIMA Society of Australia.