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$995—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.

  • Yale School of Management
  • The Wharton School, University of Pennsylvania
  • The University of Chicago Booth School of Business
  • 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.

You have choices about where to gain your Executive Education. Feel good about it too. We only partner with top-20 business schools—because frankly, it matters.


Registered Education Provider




Portfolio Construction Forum_logo

Contact Information

Jim Dobbs,
CIMA®, CPWA®, CFP®, Program Director
+1 720-224-1530
Online Education Program
Toby Moskowitz, Ph.D., Faculty Advisor

Anastasia Voutsinas,
Client Relations
+1 215-898-1776  (worldwide)
+1 800-255-3932  (U.S. or Canada)

Rebecca Meyer,
Associate Director
+1 312-423-8037 
Executive Education
+1 312-464-8732 
Main Phone

Graham Rich,
Portfolio Construction Forum,
Sydney, Australia
+61 2 9247 0496
Email: Graham Rich

Curated and presented by the Forum’s Investment Management Research Program, in association with Macquarie University Business School, Sydney, Australia


US $4,500

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

US $4,950

A $2,995 for practitioners (subsidised by a 50% bursary). A $5,995 for all other candidates.

Test Prep Included US $745
Wiley Test Prep
Included Test prep Included for the education program exam PLUS the CIMA® certification exam

Cost Includes

40-hour education course and test-prep materials

accommodations and meals

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

All text book and lecture notes, online lectures and tutorials, test prep materials.

100% online

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

90% online
10% in-person

100% online, with synchronous annual cohort with online, on-demand lectures and regular live webinar tutorials.


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

4.5 days in-person

~3.5 months
2 days in-person

120 days, commencing March 1 each year. Enrolments open in September each year.



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

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

Online from Australia. This program is specifically designed to be suitable for Asia/Pacific candidates.



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)


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)
Wharton December 24, 2021 December 24, 2021-January 24, 2021 January 24-February 7, 2021 (V)

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

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