Certified Investment Management Analyst® (CIMA®) Certification

Re-engineer Your Trajectory!

Envision something more challenging and rewarding for yourself. Dream bigger. Dream higher, or simply pivot toward something that is more satisfying. The CIMA® certification is going to help you catapult your career and your practice.
 

Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisors.

 

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Average Earnings

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Client Wallet Share

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Opportunity to Stand Out!


Lead at a Higher Level

Taking your career to the next level requires a different skillset and knowledge base than CIMA Certificationwhat has helped you get where you are today.
 

Leading at a higher level requires you to draw from multiple disciplines: investments, portfolio theory and behavioral finance, risk and return, portfolio construction and consulting process and fundamentals.

The CIMA® certification will help you upgrade your cross-functional understanding of investment management and portfolio construction, provide access to a wider channel of niche experts and expand your clientele.

Invest in Yourself

So take your pick, choose a program that works for you. Whether you prefer an online or an on-campus learning environment, we have a place for you.

The Investments & Wealth Institute partners with Ivy League-quality educational providers who have real-world knowledge from the most complex and challenging investment management situations out there.
 

Our programs are intensive and designed for advisors, by advisors to provide you with practical application in as little as 6–9 months. Keep your career on the fast track by earning the prestigious Certified Investment Management Analyst® (CIMA®) certification. Isn’t it time you invested in yourself?

What is CIMA® certification?


CIMA® certification is the peak international, technical portfolio construction and investment management program.

Our standards are high. CIMA® certificants are legendary pioneers and forward-thinking individuals. With over 8,500 CIMA® certificants around the world, our niche community includes well-known game-changers, influencers and top executives. A robust community of asset managers, wirehouses, banks, trusts, money managers, independents and others. Ready to be part of it?


Why CIMA® certification?

Hear from your peers how the CIMA® certification impacts their careers and compare how it stacks up against the CPWA® certification and other well-respected industry designations.
 

 

Want to learn how you can obtain the strategies, insights, and expertise to elevate your career to a higher level?

 


Ready to connect with an enrollment counselor about your career goals? Fill out the form below and you will be contacted shortly.

Reach out to our enrollment counselors:
​Gray Bullard, gbullard@i-w.org, 303-529-3704
Kari Estes, kestes@i-w.org, (303) 529-3823

 

 

CIMA certification
"The CIMA program provides the kind of sophisticated investment and wealth knowledge and tools I need to stay relevant and competitive in today’s marketplace."

"The CIMA certification is a valuable next step for CFP advisors who want to grow the knowledge base and skill set they need to build and maintain relationships with high-net-worth and other sophisticated investors."

"Earlier in my career, the CIMA certification gave me the confidence to be at the table with CFA® charterholders and institutional portfolio managers. It helped me understand what they were talking about and enabled me to challenge or defend their ideas with my own. By adding breadth and depth to my investment knowledge, the program has allowed me to cover the gamut of industry topics as a coach. The CIMA certification tells advisors that I also understand the investment side of the business and that I can help them construct model portfolios through disciplined investing. Earning the CIMA certification has enhanced my competence, confidence, and credibility."

Isn’t it time to invest in yourself? Apply today and start your journey toward becoming an Exceptional Advisor®

CIMA ANAB Certification logo

We hold the gold standard of accreditation, the ANSI National Accreditation Board (ANAB) under an international standard for personnel certifiers (ANSI/ISO 17024). Learn more.