CIMA Certification Process

PortfolioConstruction Forum  (the Forum) is the CIMA Society’s strategic partner in the management and delivery of CIMA certification in Australia and New Zealand. The CIMA certification program is a four-step process that includes the steps outlined below.

All CIMA candidates must complete the following certification process:

1. Complete an online application and pass a background check completed by Investments & Wealth Institute (Institute) staff. Contact PortfolioConstruction Forum to initiate access to an online application.


2. Complete the Investment Management Research Program –Australia.

3. Pass the CIMA Certification Examination at a local Pearson VUE testing center.

4. Demonstrate three years of experience in the financial services industry, pass a second background check, complete a license agreement and pay an initial certification fee.