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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)
Chicago January 26, 2021   January 13-April 9, 2021 (V)
Wharton March 26, 2021 March 26-April 26, 2021 April 26-May 7, 2021 (V)
Chicago May 10, 2020   May 12-August 6, 2021 (V)
Chicago September 21, 2021   September 8-December 3, 2021 (V)
Yale Rolling 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

wharton_logo

chicago-booth_logo-2

Yale-SOM_Exec-Ed_exdent


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,
Dean
Investment Management Research Program
+61 2 9247 5536 | Email:
Executive
Education Cost

$6,850

$4,850

$4,500

$5,995

Cost Includes Accommodations and meals 2-day in-person workshop
(does not include workshop accommodations)
   
Format

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

Length

4.5 days in-person

~3.5 months
2 days in-person

Candidates have 365 days to complete the CIMA study program.

90 days

Location

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

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

Online

Online
Investment Management Research Program – Australia


Websites
 

WHARTON BOOTH YALE PCF


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.

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
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