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CIMA® Certificant
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, you're 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 CIMA® 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.

 

CIMA Market Yourself

Leverage your CIMA®  Certification 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® Certification Marks Guide

Enhance Your Profile

CPWA Market Yourself

We’re committed to providing you with the tools you need to advance your career, and we know that being able to communicate your professional credentials is a necessary step for you. That’s why we are excited to provide you with digital versions of the certification(s) you earned with us.

We have partnered with Accredible, a platform for creating digital badges, to help you express your achievements and do some of the storytelling for you. Digital badges can be added to your email signature to convey your professional designation or added to your LinkedIn profile in just one click. We believe these credentials enhance the value of your membership and your certifications with a convenient and professional representation.

Get my digital credentials


Need something else? Reach out to the Marketing and Communications department.

Descriptions about CIMA® and CIMC® certifications for Brochure Supplements:

 

Certified Investment Management Analyst® (CIMA®) certification
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 Responsibility, Rules 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® certificant 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® certificant 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.

Certificant and Candidate Complaint Process—Certificants and candidates can file a complaint with Investments & Wealth Institute about certification policy, practice, or decisions. Complaints must be in writing, and can be submitted by email, mail, or fax to Investments & Wealth Institute. Complaints must originate directly from the certificant and be incorporated into the Certification Complaint Form or the Candidate Complaint Form.

All complaints will be reviewed by an Investments & 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.