CIMA® Certification 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 School of Management Continuous Enrollment Ongoing Ongoing - (V)
Chicago Booth January 15, 2024 November 1 - April 3, 2024 January 3 - April 3, 2024 (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.


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 Yale-SOM_Exec-Ed_exdent 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

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

Graham Rich,
Investment Management Research Program of Portfolio Construction Forum,
Sydney, Australia
+61 2 9247 0496
Email: Graham Rich

Executive Education Cost US $5,995 US $5,995 A$2,995 for qualified practitioners (subsidised by a 50% bursary). A$5,995 for all other candidates (approx. US $4,000)
Education Program Format Online 12 weeks online self-study followed by 2 day in-person, or 4 day live-online test prep workshop Specialist certificate course, commencing March each year. Synchronous on-demand lectures and live online tutorials. PLUS exam prep included for the CIMA® certification exam
Length Self-Paced ~3.5 month scheduled education program with weekly live virtual sessions Course commences March 1 each year with exam September. Enrollment opens September each year
Education Course and Test-Prep Material On-Demand videos, readings, key concept summaries, detailed test-prep guidance, practice questions and mock-exam Live sessions with faculty, on-demand recordings, e-books, practice questions, quizzes, online preparation and review sessions for Certification Exam, and additional test prep materials All text book and lecture notes, on-demand online lectures and live online tutorials (recorded for review), exam prep materials, plus facilitated study-groups
Format 100% online Virtual online or hybrid: offers a combination of live virtual sessions, on-demand recordings, with the option to attend the final workshop in-person or live-online This certificate program is specifically designed to be suitable for Asia/Pacific candidates. 100% online, with synchronous annual cohort, online, on-demand lectures and regular live webinar tutorials
Location Online Online followed by in-person workshop at the Gleacher Center, Chicago, IL Virtual / Online from Australia
Explore Education Providers Yale Chicago Booth PCF
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. View more informaton on the Wiley Test Prep.

The CIMA® certification 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