The Certified Investment Management Analyst (CIMA certification) is the international, technical portfolio construction certification program designed for investment consultants, researchers, advisers, and wealth management professionals.  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.
The CIMA certification has a core curriculum focused on three broad investment streams:
  1. Establishment of Investment Policy
  2. Formulation of Strategic Asset Allocation (SAA)
  3. Investment Manager Search and Selection
This curriculum provides a strong foundation to the theoretical and practical fundamentals underlying the investment consulting and researcher industries with lectures covering key investment areas and concepts including performance measurement and attribution, efficient market theory, bond duration and convexity, risk management, and the Australian legal and regulatory environment.
The CIMA certification has been specifically designed for investment consultants and researchers. However, the content of the CIMA certification program is also valuable to anyone working in the institutional and retail markets, especially management, supervision and marketing.
The Program is beneficial for:
  • Dealer group/platform researchers and investment managers
  • Institutional and Retail development business managers
  • Private client advisors
  • Portfolio managers, Product managers/specialists
Portfolio Construction Forum, Investments & Wealth Institute, & CIMA Society
In Australia and NZ, CIMA certification and accredited continuing education is managed and delivered by Portfolio Construction Forum, the specialist, independent investment continuing education and certification service. The CIMA certification mark is owned by the Investments and Wealth InstituteTM, the Denver, USA based international professional association, advanced education provider, and certification board for financial advisers, investment consultants, and wealth managers. CIMA certificants in Australia and NZ are members of the CIMA Society of Australia, an affiliate of the Institute.