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CIMA® Market Yourself

 

Amplify Your Personal Brand

CPWA Market Yourself
Congratulations on such a commendable accomplishment! Your hard work and persistence have driven you to reach the top. With your newly acquired strategies and intellectual armor, your destined to do great things.

Now that you have mastered this academic achievement, it’s time to take advantage of the Institute’s tools and resources to help amply your personal brand in the marketplace. Below is an assortment of resources you can use to promote your credentials throughout your network (including your peers, colleagues, clients, firms and recruiters).

Ready to get started? 

Share the Value of Being a CPWA® Certified Advisor with Others

Need help communicating your value with clients and prospects? No problem.
Proudly share the marks in your signature, apply the logo on your website, send an announcement out to your clients, or share a presentation and/or brochure with them.

 

Leverage your CIMA® Marks

CIMA Market Yourself
Building public awareness of the CIMA® certification just got easier. Download our step-by-step guide to learn how to properly incorporate the marks, distinguish yourself in the market and amplify the value of the CIMA® certification!

CIMA® Marks Guide

Enhance Your Profile

CPWA Market Yourself

There are many ways in which you can enhance your public profile. This not only helps convey the steps you took to earning and maintaining your certification but informs investors, firms and recruiters of the unique skillset that you bring to the table. Many certificants have shared that the visibility of their credentials in their public profiles, during conversations and in meetings has helped them secure new business and clients with specialized and complex needs.
 
Digital badges coming soon!

Your Voice Matters - How to register a complaint


Your voice matters. That is why we created a process for you to be able to share your experience and feedback with us. When CPWA Market Yourselfyou have issues concerning your certification, let us know about it.

Certificants can file a complaint with Investment & Wealth Institute about certification policy, practice, or decisions. Complaints must be in writing, and can be submitted by email, mail, or fax to Investment & Wealth Institute. Complaints must originate directly from the certificant and be incorporated into the certification complaint form.

All complaints will be reviewed by an Investment & Wealth Institute management team including its Chief Executive Officer.
 
After review, complaints involving a request to change certification policies may be forwarded to the appropriate volunteer body with governing authority over the particular certification policy. 
 
With regard to complaints about all other certification activities, the certification department management team will make a determination. If the complaint does not relate to certification activities, it will be forwarded to the Senior Director of Administration and Chief Executive Officer for review and resolution. All decisions are final and not subject to appeal.

Certification ComplainT Form

Descriptions about CIMA and CIMC certifications for Brochure Supplements:

 

Certified Investment Management Analyst® (CIMA®)
The CIMA certification signifies that an individual has met initial and ongoing experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. To earn CIMA certification, candidates must: submit an application, pass a background check and have an acceptable regulatory history; complete an in-person or online executive education program through a Registered Education Provider; pass an online Certification Examination; Pass a second background check; and have three years of financial services experience at the time of certification.

CIMA certificants must adhere to Investments & Wealth Institute’s Code of Professional Responsibility, and Rules and Guidelines for Use of the Marks. CIMA designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the certification.

Certified Investment Management Consultant (CIMC) 
As of December 2003, new CIMC certifications are no longer granted. When the designation was issued, its content focused on investment consulting. Current CIMC designees can maintain the designation through Investments & Wealth Institute. CIMC designees are required to adhere to The Institute's Code of Professional ResponsibilityRules and Guidelines for Use of the Marks, and have an acceptable regulatory history as evidenced by FINRA Form U-4 or other regulatory requirements. CIMC designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the designation.

Series 65 and Series 7/66 Combination Exam Waivers for CIMA Certificants
The following states waive testing for the Series 65 and Series 7/Series 66 combination for CIMA license holders in good standing: Alaska, Colorado, and Missouri.

The following states waive testing for the Series 65 and Series 7/Series 66 combination for CIMA license holders on a case-by-case basis: Alabama, Delaware, District of Columbia, Idaho, Indiana, Kansas, Maryland, New Jersey, Rhode Island, South Carolina, South Dakota, Utah, Vermont, and West Virginia.

For information about obtaining a waiver, contact your state securities regulator. For a complete list of all states along with contact information for each state's securities regulator, click here.

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