CIMA Society Membership Benefits

​ Conexus Publications

  • Members receive free subscriptions to Investment Magazine and Professional Planner 

Portfolio Construction Forum continuing education accreditation

  • Members receive Portfolio Construction Forum continuing education accreditation on all Portfolio Construction Forum events and Conexus events attended. Hours you earn online are added to your MyCE record of all the CE hours you've earned through the Forum. These can be used to help meet the CE/CPD requirements of 15 regulators, associations, institutes and designations - including ASIC RG104/105/146 requirements and CIMA® certificants’ CE commitment.

Investments & Wealth Institute - Affiliated member benefits
Members receive free subscriptions to a number of current Investments & Wealth Institute publications:

  • Investments & Wealth Monitor is our bi-monthly educational magazine that features industry news, discussions of timely investment topics, legislative updates, practice management tips, and legal information.
  • The Journal of Investment Consulting is a premier, academic publication focused on empirical, graduate-level research and commentary from academic authorities and industry leaders.
  • Investments & Wealth Research is a proprietary, in-depth research report delivered six times per year, exclusively for Institute members. The research reports on detailed topics like Characteristics of High-Performing Teams, and Growing Client Loyalty with High-Net-Worth Clients.
  • Insight is our members-only, bi-weekly e-newsletter features educational content, and industry news highlights brought to members through a partnership with SmartBrief, an industry news aggregator.
  • Investment Sense is a members-only, digital blog (written and video) devoted to technical issues for advanced investment and wealth management professionals
Members-only preferred discounts on award-winning online educational programs. Through the CIMA Society's affiliation with the Investments & Wealth Institute, members are eligible for discounts on certificate programs in vital areas such as Fiduciary Advice, Options and Futures, and more. View Institute online education programs.