
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.