CIMA® Class Schedules & Education Providers


The Institute is committed to delivering world-class experiences that our members have come to expect and enjoy.

That is why we partner with the most recognized and admired educational institutions in the country. From Ivy-league institutions, to top 10-business schools, we purposefully select educational providers that will champion our curriculum and apply their own unique approaches to delivering the course content in a meaningful way.
Our partners offer a variety of formats, giving you the flexibility you deserve. So whether you are an online learner, prefer the on-campus classroom experience, or are inclined to select a hybrid option, the choice is yours.

Class Schedules


Education Provider Enrollment Deadline Self-Study Period In-person (IP), Virtual (V), or Hybrid (H) Date(s)


September 18, 2021

September 18-October 18, 2021

October 18-29, 2021 (V)

Chicago September 21, 2021   September 8-December 3, 2021 (V)
Yale Continuous Enrollment Ongoing Ongoing - (V)
Wharton December 24, 2021 December 24, 2021-January 24, 2022 January 24-February 7, 2022 (V)

Candidates who receive notification from Investments & Wealth Institute about eligibility to enroll in an education program offered by one of the approved Registered Education Providers should contact a Registered Education Provider directly to enroll in their program.

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




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

Megan McAnany,
Associate Director
Client Relations
+1 215-746-2201

Rebecca Meyer,
Associate Director
+1 312-423-8037 
Executive Education
+1 312-464-8732 
Main Phone

Graham Rich,
Portfolio Construction Forum,
Sydney, Australia
+61 2 9247 0496
Email: Graham Rich

Curated and presented by the Forum’s Investment Management Research Program, in association with Macquarie University Business School, Sydney, Australia


US $4,500

US $6,850 (ip/h)
US $4,850 (v)

US $4,950

A $2,995 for practitioners (subsidised by a 50% bursary). A $5,995 for all other candidates.

Test Prep Yale Test Prep included Wiley Test Prep available for US $298 after registration (Contact Wharton) Chicago Booth Test Prep included and Wiley Test Prep included Test prep Included for the education program exam PLUS the CIMA® certification exam

Cost Includes

On-Demand education course and online test-prep materials.

The self-paced nature of this program allows you to study and complete the program on your own schedule.

Includes readings, an investment math knowledge quiz, a math review, and a calculator tutorial.
During the live online instruction, you will spend classroom time covering material with highly interactive sessions.
For in-person classes, accommodations and meals are included.

A true hybrid program, offering a combination of live, online preparation and review sessions, on-demand recorded content sessions, and a recommended 2-day in-person or virtual test prep session.
(Does not include workshop accommodations)

All text book and lecture notes, online lectures and tutorials, test prep materials.

100% online

In-person (ip), virtual (v), and hybrid (h) classes (Contact Wharton for details)

Virtual (v), and hybrid (h) classes
(Contact Booth for details)

100% online, with synchronous annual cohort with online, on-demand lectures and regular live webinar tutorials.


Candidates study at their own pace and have access for up to one year

60-day optional pre-study with 4.5 days in-person Or
2-week virtual course

~3.5 month scheduled education program with weekly live virtual sessions

2 day in-person or virtual test prep workshop

120 days, commencing March 1 each year. Enrolments open in September each year.



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.

Contact the Institute

Meet with an enrollment counselor
Meet with an enrollment counselor
Meet with an enrollment counselor
Meet with an enrollment counselor

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.

The CIMA Core of Body of Knowledge includes five knowledge domains covering 22 knowledge sections that investment advisors and consultants with at least three years’ experience are required to know.


CIMA Core Topics
If you are a candidate for CIMA certification, the exam will test the major topic areas below.

Please download and review the Candidate Handbook for a detailed content outline.  

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