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CIMA Application Process

 

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





CIMA Certification Application Process

Step 1

Submit the certification program application and pass a comprehensive background check

 

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:

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

Nonmembers: US$995—includes one year of Institute membership, application fee, background check and initial attempt at the Certification Exam
 

CANDIDATE HANDBOOK
READY TO APPLY

 

Step 2

Complete an executive education program through one of the Institute’s Registered Education Providers

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

Step 3

Pass a comprehensive Certification Exam at an approved testing center

The Certification Exam is a 5 hour, computer-based examination administered at local Pearson VUE testing centers.

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

STUDY RESOURCES

 

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.

Step 4

Pass a second background check, provide compliance disclosure, complete license agreement, and pay initial certification fee

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.

You have world-class choices about where to earn your CIMA certification in the U.S.


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

wharton_logo

chicago-booth_logo-2

Yale-SOM_Exec-Ed_exdent


Portfolio Construction Forum_logo

 

Executive
Education Cost

$6,850
includes accommodations and meals

$4,850
includes 2-day in-person workshop
(does not include workshop accommodations)

$4,500

$5,995

Format

100% live instruction

90% online
10% in-person

100% online

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

Length

4.5 days in-person

~3.5 months
2 days in-person

Candidates have 365 days to complete the CIMA study program.

90 days

Location

In-person education at the Wharton campus in Philadelphia, PA

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

Online

Online
Investment Management Research Program – Australia

 

Upcoming Classes

July 13–17, 2020

April 9–10
after online study

Rolling enrollment

Rolling enrollment


Websites
 

WHARTON BOOTH YALE PCF

For information on private classes offered through Investments & Wealth Institute, contact sales@i-w.org.

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