| Contact Information |
Jim Dobbs,
CIMA®, CPWA®, CFP®, Program Director
+1 720-224-1530
Online Education Program
Toby Moskowitz, Ph.D., Faculty Advisor
Email: Jim Dobbs
|
Megan McAnany,
Associate Director
Client Relations
+1 215-746-2201
Email: Megan McAnany
|
Rebecca Meyer,
Associate Director
+1 312-423-8037
Executive Education
+1 312-464-8732
Email: Rebecca Meyer |
Graham Rich,
Dean
Portfolio Construction Forum,
Sydney, Australia
+61 2 9247 0496
Email: Graham Rich
|
| Executive Education Cost* |
US $4,500 |
US $4,850 |
US $4,950 |
A $2,995 for practitioners (subsidised by a 50% bursary). A $5,995 for all other candidates. |
| Application Cost |
US $995 |
US $995 |
US $995 |
US $995 |
| Test Prep |
|
|
|
|
| Includes Wiley test prep |
|
X |
X |
|
| Includes Education provider-based test prep |
X |
|
X |
X |
| Initial Certification Fee |
US $395 |
US $395 |
US $395 |
US $395 |
| *Costs are subject to change |
| Test Prep Format |
Online |
4.5 days in-person, OR 2-week virtual course |
2 day in-person, or virtual test prep workshop |
Test prep Included for the education program exam PLUS the CIMA® certification exam |
| Length |
Self-Paced |
2-month optional pre-study, plus virtual OR in-person course |
~3.5 month scheduled education program with weekly live virtual sessions |
120 days, commencing March 1 each year. Enrollment opens each year in September |
| Program Includes |
2 day in-person, or virtual test prep workshop |
Online Program includes: readings, an investment math knowledge quiz, a math review, and a calculator tutorial.
In-Person Program includes: accomodation and meals
|
Program includes: Live, online preparation and review sessions, and on-demand recordings |
All text book and lecture notes, online lectures and tutorials, test prep materials. |
| Format |
100% online |
In-person + virtual online classes |
Virtual online or hybrid classes: offers a combination of live virtual sessions, on-demand recordings. |
100% online, with synchronous annual cohort with online, on-demand lectures and regular live webinar tutorials. |
| Location |
Online |
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.
Curated and presented by the Forum’s Investment Management Research Program, in association with Macquarie University Business School, Sydney, Australia |
| Meet with an enrollment counselor |
SCHEDULE |
SCHEDULE |
SCHEDULE |
SCHEDULE |
| Legend: |
IP = In-Person
H = Hybrid, includes both in-person and online/virtual components
V = Virtual/Oonline
|