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 (~US $4,000) |
|---|
Education Program Format | 100% Online
Asynchronous and on-demand, move through the course and test-prep material at your own pace | 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 |
|---|
Program Format/Location | 100% Online
Self-study and asynchronous, study at your own pace, fast or slow, price includes access for 365 days | Online self-study followed by 2 day in-person at the Gleacher Center, Chicago, IL, or 4 day live-online test prep workshop | Synchronous on-demand lectures and live online tutorials |
|---|
Time Frame | 2.5 to 5 months if studying 10 hours/week (note – it can take more or less time based on knowledge, skills and commitment) | ~3.5 month scheduled education program with weekly live virtual sessions | Commences March 1 Each Year
Exam is in September
Enrollment Opens September Each Year |
|---|
What Program Costs Includes | Study outline and schedules, study tips, best practices, discussion board, access to administrative staff, videos, readings library, applications and explanations, and hundreds of practice questions | Application Fee & Background Check
Tuition and Materials for Online Education Program and Live Workshop
Test Prep
Initial Exam Sitting | All textbook and lecture notes, on-demand online lectures and live online tutorials (recorded for review), exam prep materials, plus facilitated study-groups
Initial Exam Sitting |
|---|
Education Provider Contact | Jim Dobbs, CFP®, CIMA®, CPWA®
Program Director
+1 720-224-1530
jim.dobbs@yale.edu Toby Moskowitz, Ph.D.
Faculty Advisor | Rebecca Meyer,
Associate Director
+1 312-423-8037
Executive Education
+1 312-464-8732 | Graham Rich,
Dean
Investment Management Research Program of Portfolio Construction Forum,
Sydney, Australia
+61 2 9247 0496
graham.rich@portfolioconstructionforum.edu.au |
|---|
| Provider Class Schedules |
|---|
Enrollment Deadline | Continuous Enrollment - register when you are ready to begin | August 18, 2025 | March 1 |
|---|
Self-Study Period | Ongoing | August - September 2025 | March - September |
|---|
In-person (IP), Virtual (V), or Hybrid (H) Dates | Ongoing - (V) | September 10 - December 17, 2025 | Ongoing - (V) |
|---|
