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)
Yale Continuous Enrollment Ongoing Ongoing - (V)
Chicago January 5, 2022 December 15, 2021-January 5, 2022 January 5-April 1, 2022 (V)
Wharton February 21, 2022 February 21-March 21, 2022 March 21-April 1, 2022 (V)
Chicago April 15, 2022 April 15-May 4, 2022 May 4-July 29, 2022 (H)
Chicago August 15, 2022 August 15-September 7, 2022 September 7-December 2, 2022 (H)

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 Yale-SOM_Exec-Ed_exdent wharton_logo chicago-booth_logo-2 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

Executive Education Cost 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 Format Online 4.5 days in-person, OR 2-week virtual course 2 day in-person, or virtual test prep workshop Test prep Included for the education program exam PLUS the CIMA® certification exam
Length Self-Paced 2-month optional pre-study, plus virtual OR in-person course ~3.5 month scheduled education program with weekly live virtual sessions 120 days, commencing March 1 each year. Enrollment opens each year in September
Program Includes 2 day in-person, or virtual test prep workshop

Online Program includes: readings, an investment math knowledge quiz, a math review, and a calculator tutorial.

In-Person Program includes: accomodation and meals

Program includes: Live, online preparation and review sessions, and on-demand recordings All text book and lecture notes, online lectures and tutorials, test prep materials.
Format 100% online In-person + virtual online classes Virtual online or hybrid classes: offers a combination of live virtual sessions, on-demand recordings. 100% online, with synchronous annual cohort with online, on-demand lectures and regular live webinar tutorials.
Location Online 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.
Curated and presented by the Forum’s Investment Management Research Program, in association with Macquarie University Business School, Sydney, Australia
Meet with an enrollment counselor




IP = In-Person
H = Hybrid, includes both in-person and online/virtual components
V = Virtual/Oonline


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