Fast track your way to portfolio management
High-impact framework tackling emerging business topics at an accelerated rate.

The CIMA® program is blended around processes and current topics that inspire fresh ideas and provide outcomes-based techniques. The program addresses advanced portfolio construction, ESG investing, active and passive investing styles, alternative investments, managing risk and return, developing investment policy statements, and having the capabilities to fully understand and construct portfolios as a fiduciary for the client.

Obtain fresh new skills without the wait
Geared to strengthen your competencies to address critical investor challenges and organizational opportunities in as little as 6-9 months.​

Spend less than a year studying! Complete the program in just 6-9 months. Streamlined to 5 specific content areas, which can be completed in less than a year, the designation allows you to attain a fresh, new skillset without the long-term commitment.

Gain theoretically sound, practically integrated solutions
Designed by advisors, for advisors and delivered by Ivy League institutions and Top 10 business schools.

The curriculum takes a deep dive into advanced portfolio management, portfolio construction and risk management techniques. These content areas are proven, topic-focused subjects engineered by Ivy League academics and top advisors in the industry designed to address today’s investor landscape.

Gather transformative strategies with lasting impact
Program was designed to have a profound impact on your business and your career. ​

The program is the perfect blend of coaching, new theories and fresh ways to approach portfolio construction. You will gain comprehensive investment strategies and leadership skills along the way.

Enjoy a smart-sized immersive experience
Our thoughtful program timeline minimizes the time spent away from your home and office.
Choose between Wharton, Yale or Booth, where faculty support and challenge advisors to lead at a higher level and become more agile and effective. Our blended formats offer a short self-study, guided course and test prep period or a 100% on-demand experience.

Undergo an expertly curated learning experience
Purposeful content, so you can stay relevant in the ever-changing marketplace. ​

Our rigorous curriculum was developed by some of the brightest minds in finance. You get the right combination of theory, balanced by real-world integration, so you can implement proven strategies, immediately.​

Realize a greater vision for your career
We will challenge, inspire, and prepare advisors to address the most complex investor challenges. ​

Our program will help retool, advance and expand advisor’s skillsets. Upon completion, individuals will be able to advise more profitable clients, capture additional assets, advise more affluent clients and possess important institutional expertise.