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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)
Wharton September 26, 2020 September 26-October26, 2020 October 26-November 6, 2020 V
Wharton December 25, 2020 December 25, 2020-January 25, 2021 January 25-29, 2021 IP
Wharton March 26, 2021 March 26-April 26, 2021 April 26-30, 2021 IP
Chicago December 13, 2020 Decmber13, 2020-January 13, 2021 January 13-April 9, 2021 H
Yale Rolling Enrollment N/A Ongoing - online

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




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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:
Education Cost

includes accommodations and meals

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




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 have 365 days to complete the CIMA study program.

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.

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.

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