Considering the CFA® or the CIMA® certification?

Today’s business leader must compete in a complex, rapidly changing marketplace. The CFA® and CIMA® certifications prepare individuals to meet those challenges and are great programs offering rewarding results.

The Institutes’ approach to executive education leverages our Ivy League and Top 10 business school’s intellectual wealth and combines it with real-world strategies from insightful industry thought leaders and marketplace disruptors. Here is what you need to know when making your decision. 

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Create revenue, outcomes, and brand distinction

In a complicated advice-giving ecosystem, your intellectual influence drives your business relationships and outcomes. With an Ivy League -quality advantage, you’ll change the way people see you

What is the CIMA® program?

The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals.
Individuals focus on meeting today’s client needs, tackling timely and relevant subjects, such as ESG investing, investment vehicles and manager search and selection monitoring.

Check out the curriculum


Top Reasons to Become a Certified Investment Management Analyst®


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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.

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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.

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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.

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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.

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Enjoy a smart-sized immersive experience
Our thoughtful program timeline minimizes the time spent away from your home and office.
Choose between Wharton, Yale, Portfolio Construction Forum (Asia Pacific), 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.

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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.​

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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.


Upon completion of the CIMA®, you’ll walk away with:


The confidence to meet today’s client needs, tackling timely and relevant subjects that drive better outcomes.
The ability to analyze complex investor needs, and the skills to make more informed business decisions.
The tools, network and resources to attract new clients and grow your business


Need to convince your boss?

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The CIMA® program will help you gain your certification, help drive your career and build your business.
  • Perform client discovery more efficiently
  • Develop investment policy statements for individual and institutional clients
  • Identify and measure performance and risk more accurately
  • Analyze and recommend appropriate traditional and alternative investments
  • Perform successful manager search and selection 
  • Manage investment portfolios more effectively
  • Use research in behavioral finance to better manage client expectations, decisions, and relationships
  • Develop a formal review and revisions process
After passing your exam, you’ll be able to proudly display your Yale School of Management, University of Chicago Booth School of Business, or Portfolio Construction Forum certificate on your LinkedIn profile, business collateral and website!

Eligibility & process

We strive to guide innovative leaders who will generate ideas that drive client outcomes and advance the industry

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CIMA® certificants see a $2.1M avg client size (compared to $1.3M for non-CIMA® certified practices)​
CIMA® certificants see a $380K average earning
CIMA® certificants manage an average $165M (compared to $97M for non-CIMA® certificants)​
CIMA® certificants see a 75% wallet share ​
CIMA® certificants are 70% more productive than industry average

*Value of CIMA® and CPWA® certifications

Ready to Learn More?

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Attend a Virtual Information Session
Watch a short presentation followed by a Q&A
Learn how you can obtain the strategies, insights and expertise to elevate your career to a higher level. Attend a FREE 30-minute webinar with our admissions department.

Register Now

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Discover What Your Peers Have to Say
Hear from your peers.

See the impact earning their CIMA® has had on their careers and discover how it stacks up against other designations in the marketplace.

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Talk to An Enrollment Counsellor
Talk to a trusted advisor

We can help answer any questions you might have about the program and get a sense of what to expect. Just reach out to our Enrollment Counselors, Kari Estes, 303-529-3823or Gray Bullard, 303-529-3704.
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Get in touch

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