CIMA® Certification 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.

Program Fee:

US$5,995—Includes application fees, background check, a complimentary Basic membership, Executive Education Program fee, and initial attempt at the Certification Exam .





Candidates will select their desired executive education program when applying to the CIMA Certification Program. Candidate information will be sent to their selected Registered Education Provider once their application is accepted.

  • Yale School of Management
  • 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 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 Yale-SOM_Exec-Ed_exdent chicago-booth_logo-2 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

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

Graham Rich,
Investment Management Research Program,
Sydney, Australia
+61 2 9247 0496
Email: Graham Rich

Executive Education Cost US $5,995 US $5,000 A $2,995 for practitioners (subsidised by a 50% bursary). A $5,995 for all other candidates.
Education Program Format Online

12 weeks online self-study followed by 2 day in-person, or 4 day live-online test prep workshop

Test prep Included for the education program exam PLUS the CIMA® certification exam
Length Self-Paced ~3.5 month scheduled education program with weekly live virtual sessions 120 days, commencing March 1 each year. Enrollment opens each year in September
Education Course and Test-Prep Material On-Demand videos, readings, key concept summaries, detailed test-prep guidance, practice questions and mock-exam

Live sessions with faculty, on-demand recordings, e-books, practice questions, quizzes, online preparation and review sessions for Certification Exam, and additional test prep materials.

All text book and lecture notes, online lectures and tutorials, test prep materials
Format 100% online

Virtual online or hybrid: offers a combination of live virtual sessions, on-demand recordings, with the option to attend the final workshop in-person or live-online.

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

Online followed by in-person workshop at the Gleacher Center, Chicago, IL

Online from Australia. This program is specifically designed to be suitable for Asia/Pacific candidates.
Curated and presented by the Forum’s Investment Management Research Program, in association with Macquarie University Business School, Sydney, Australia
Explore Education Providers Yale Chicago Booth PCF
Meet with an enrollment counselor



IP = In-Person
H = Hybrid, includes both in-person and online/virtual components
V = Virtual/Oonline

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)
Yale Continuous Enrollment Ongoing Ongoing - (V)
Chicago August 29, 2022 August 15 - September 7, 2022 September 7 - December 2, 2022 (H)
Chicago December 11, 2022 December 11, 2022 - January 11, 2023 January 11 - April 16, 2023 (H)
Chicago April 11, 2023 April 11 - May 3, 2023 May 3 - August 20,2023 (H)
Chicago August 30, 2023 August 30 - December 1, 2023 August 30 - December 1, 2023 (H)

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

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