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CIMA® Candidate Profile

The CIMA® community is made up of elite advisors from around the globe committed to creating exceptional outcomes for their clients.

With 8,500 CIMA® certificants world-wide, you’ll join a tight-knit group of advisors with extraordinary knowledge who navigate the complex nature of investment management.
 

271,700+

U.S. Financial Advisors

8,500+

CIMA Certificants

2,045+

CIMA Candidates

1

Opportunity to Stand Out!

Here is a snapshot of our elite advisors

 


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Age: 48


Across all advisors surveyed, both CIMA® professionals and other advisors, the mean age of advisors is 48 years of age.
 

 


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Experience: 12+ years


The means CIMA® professionals have accumulated over 12 years of industry experience.
 

 


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Male

vs.

Female

85%

 

15%

 

The CIMA® community is made up of elite advisors from around the globe committed to creating exceptional outcomes for their clients

 

Top reasons advisors attain CIMA® certification


 
CIMA Top Reasons







 

Obtaining the CIMA certification plays an important role in key career advancement areas for advisors. Over 60% of CIMA professionals indicate that obtaining CIMA certification had a considerable impact on their knowledge of investment management, their confidence offering investment advice to high-net worth clients, and their confidence in managing investments. In addition, more than half show greater satisfaction with their career, have obtained more trust from the client, and have increased client service practices. Also high on the list in terms of importance for obtaining CIMA certification are client satisfaction with advisor services, career advancement, and satisfaction with employers.

 

Type of firms CIMA® certificants work

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