CIMA® Certification Curriculum Overview

The skills needed to compete in today’s business climate is changing

IWI Capabilities Matrix
The Institute provides the tools and resources you need to build & retain your business. After careful research and input from industry leaders, we formulated an educational framework.

This framework, called the Investments & Wealth Management Capabilities Matrix is our guiding light, our North star, and we are happy to bring it to life through our executive educational programs so that you can succeed within today’s wealth management landscape.

Outline of Course Content

The Investments & Wealth Management Capabilities Matrix


IWI Capabilities Matrix

The right combination of theoretical knowledge and practical skills matter

The CIMA® certification is uniquely designed to provide a useful and relevant balance of theory and practical knowledge. It goes well beyond the fundamentals, with deep dives into advanced portfolio management, portfolio construction, and risk management techniques. The CIMA® certification program provides a systematic process advisors and consultants can use to put their clients’ strategies into action

What you will learn in the CIMA® certification program:


CIMA Core Body of Knowledge

The CIMA certification Core of Body of Knowledge includes five knowledge domains, covering 22 knowledge sections derived from a job task analysis.

This process allows us to continuously refresh the content based on feedback from experts in the industry  to ensure you obtain the knowledge and skills needed to become an advanced financial advisory and investment consulting professionals.

The recently revised curriculum includes new emphasis on ESG investing, passive investment vehicles, and alternatives.

Ensuring you have the right skills is why we exist

Our rigorous curriculum was developed to ensure you have the extensive knowledge you need to drive your career and business moving forward.  

What you will be tested on:



Exam Percentage Domains Sections
15% Fundamentals Statistics and Methods, Applied Finance and Economics, Global Capital Markets
20% Investments Vehicles, Equity, Fixed income, Alternative investments, Options/futures, Real assets
20% Portfolio Theory and Behavioral Finance Portfolio theories and models, Behavioral finance, Investment philosophies and styles, Tools and strategies
20% Risk and Return Attributes of risk, Risk measurements, Performance measurement and attribution
25% Portfolio Construction and Consulting Process Ethics, Client discovery, Investment policy, Portfolio construction, Manager search and selection, Portfolio review and revisions

Taking your business to the next level requires a different knowledge base then what has helped you get where you are today

Get the strategies you need from our Top-10 business schools and Ivy-League partners.

Elite Instruction:

While completing your coursework for the CIMA® certification, you’ll study with some of the world’s foremost professors and thought leaders. Choose the partner and learning style right for you.

Chicago Booth School of Business

Yale School of Management
Portfolio Construction Forum