Certified Investment Management Analyst® (CIMA®) Certification
CIMA certification is the peak, international technical portfolio construction certification program designed for investment management analysts – practitioners or advocates – involved in any aspect of constructing multi-manager portfolios.
If you are involved in any aspect of constructing multi-manager portfolios CIMA certification offers an unrivalled opportunity to formally equip yourself with the knowledge, skill and expertise to build better quality investment portfolios – and be recognised for it.
When you attain your CIMA certification you join a select group of over 150 investment and wealth management professionals in Australia and 7,200 professionals worldwide who hold the CIMA certification.
Today more than ever, quality investment portfolio construction requires a commitment to best practice continuing education and certification, because the investment world is ever changing and – entirely reasonably – individual investors are expecting and relying on superior professional standards to be met by those who design, build and manage their investment portfolios, to help them achieve their life goals and financial wellbeing.
CIMA certification is for investment management analysts.
CIMA certification fits uniquely in the clear and uncluttered space between the CFA program – which is perhaps best suited to those who primarily design portfolios of individual securities – and the CFP program – which is perhaps best suited to those who give broad-based financial planning advice. In other words, CIMA certification is specialised to the space between CFA and CFP, and is ideally suited to investment management analysts - both practitioners and advocates - involved in any aspect of constructing multi-manager portfolios:
For Practitioners:
- investment advisers, researchers/analysts and portfolio managers from private wealth management companies;
- analysts and asset consultants from fund research and fund investment consulting firms;
- researchers/analysts and portfolio managers from multi-manager funds management, superannuation and
investment platform companies.
For Advocates
- investment professionals not actively and primarily involved in constructing multi-manager portfolios;
- business/non-investment professionals from any firm.
CIMA certification is the only financial services credential to have met the stringent ISO international standards (ANSI/ISO 17024) for personnel certification.