CIMA® Costs


The investments are small and the returns are great!


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 wharton_logo 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

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,
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




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.


Application Fee: $995 
Certification Exam Fee is Included
Complimentary Basic membership

Initial Certification Fee: $395
Exam Retake Fee: $225