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

Executive Education Cost US $5,995 US $5,995 A$2,995 for qualified practitioners (subsidised by a 50% bursary). A$5,995 for all other candidates (approx. US $4,000)
Education Program Format Online

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

Specialist certificate course, commencing March each year. Synchronous on-demand lectures and live online tutorials. PLUS exam prep Included for the CIMA® certification exam
Length Self-Paced ~3.5 month scheduled education program with weekly live virtual sessions Course commences March 1 each year with exam September. Enrollment opens September each year
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, on-demand online lectures and live online tutorials (recorded for review), exam prep materials, plus facilitated study-groups
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

This certificate program is specifically designed to be suitable for Asia/Pacific candidates. 100% online, with synchronous annual cohort, online, on-demand lectures and regular live webinar tutorials.
Location Online

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

Virtual / Online from 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/Online

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. View more information 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 January 15, 2024 November 1 - April 3, 2024 January 3 - April 3, 2024 (H)

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

For information on classes held in Australia and the Asia Pacific region, visit CIMA® Society of Australia.