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)


January 26, 2021


January 13-April 9, 2021 (V)


March 26, 2021

March 26-April 26, 2021

April 26-May 7, 2021 (V)


May 10, 2021


May 12-August 6, 2021 (V)


June 19, 2021

June 19-July 19, 2021

July 19-30, 2021 (V)


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)

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.


Registered Education Provider




Portfolio Construction Forum_logo

Contact Information

Anastasia Voutsinas, Director
Client Relations
+1 215-898-1776  (worldwide)
+1 800-255-3932  (U.S. or Canada)

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

Jim Dobbs,
CIMA®, CPWA®, CFP®, Program Director
+1 720-224-1530
Online Education Program
Toby Moskowitz, Ph.D., Faculty Advisor

Graham Rich,
Investment Management Research Program
+61 2 9247 5536 | Email:


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




Test Prep $745
Wiley Test Prep
Included Included  

Cost Includes

Accommodations and meals, test prep

2-day in-person workshop
(does not include workshop accommodations)

40-hour education course and test-prep materials



In-person (ip), virtual (v), and hybrid (h) classes

90% online
10% in-person

100% online

Online, on-demand lectures and regular, compulsory live webinar tutorials


4.5 days in-person

~3.5 months
2 days in-person

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

90 days


In-person education at the Wharton campus in Philadelphia, PA

In-person workshop at the Gleacher Center, Chicago, IL


Investment Management Research Program – Australia



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