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CIMA® Certification Value & Benefits


CIMA® certification professionals are more satisfied with their careers, earn better compensation, and manage more assets for higher-net-worth clients than other advisors, according to research conducted by the Aite Group. In addition to higher compensation – 33 percent of CIMA® certification advisors report earning $380,000 annually or more – and report greater career satisfaction.

 

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Five Reasons to Earn Your CIMA® Certification Today!

 

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Source: The Value of CIMA Certification to an Advisor's Practice, Aite Group, Boston, 2017

CIMA® Certification: Helping Advisors Gain More Confidence, Competence and Compensation

CIMA® certification professionals are more satisfied with their careers, earn better compensation, and manage more assets for higher-net-worth clients than other advisors, according to research conducted by the Aite Group. In addition to higher compensation – 33 percent of CIMA® certification advisors report earning $380,000 annually or more – and greater career satisfaction, CIMA® certification professionals:
 
 
  • Advise more profitable clients. Both solo and team practices with CIMA® certification professionals manage twice the assets per client and generate twice the revenue per client compared to other practices.
  • Capture additional assets. Seventy percent of practices with a CIMA® certification professional attract 75 percent or more of their clients’ investment assets.
  • Advise more affluent clients. Fifty-two percent of practices with more than one CIMA® certification professional advise high-net-worth ($1 million to $9.99 million) and ultra-high-net-worth ($10 million or more) clients.
  • Are part of an experienced group. Eighty-four percent of CIMA®  certification professionals have 10 or more years of experience as financial advisors.
  • Possess important institutional expertise. Having more than one CIMA® certification professional in a practice tends to open up the business to institutional clients (foundations, endowments and 401(k)s); Multi-CIMA® certificants practices focus about 13 percent of their business on institutional clients.
  • Have ownership in their practice: Eighty-four percent of CIMA® certification professionals are practice owners or team leaders compared to 57 percent of other financial advisors.

Investments & Wealth Institute Membership 

All candidates and certificants are Basic members of the Institute with access to our benefits, resources, and network of like-minded professionals. 

The Institute offers three levels of membership, Elite, Signature, or Basic, allowing you to tailor your experience to meet your professional development preferences and needs.

If you are interested in upgrading your membership to the Elite or Signature level, you’ll gain access to the Institute’s premier continuing education library, discounts on Institute conferences, courses, and webinars, delivery of printed versions of our award-winning publications, and more. 

Learn more about Memberships

Read the Research

 

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Value Of CIMA® and CPWA® Certifications — The financial advisory profession has grown dramatically in the last several decades. Today’s investors have more choices than ever before, not only in how they invest but also in advisor services. Today, advisors must differentiate themselves, provide meaningful support to clients and remain relevant by undertaking ongoing academic training and earning advanced credentials. This 2020 research study finds that the Certified Investment Management Analyst® (CIMA® ) and Certified Private Wealth Advisor® (CPWA® ) certificants provide high value for advisors.  
 


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Investments & Wealth Client Research 2017 — Fielded by AbsoluteEngagement.com and sponsored by Capital Group, this 2017 survey gathered input from 585 mass-affluent and high-net-worth U.S. investors with investable assets of at least $500,000 who work with a financial advisor and make or contribute to financial decision-making in the household to determine how advanced, voluntary designations or credentials support meaningful differentiation among advisors.   



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High-Performing Advisor Teams – Conducted in partnership with Janus Henderson Investors by Cerulli Associates, this study takes a close look at the advantages of working in a team and the distinguishing factors of the most productive teams by analyzing more than 2,800 practices operating across both solo and team-based models.   



The CIMA® certification is one of the most respected and valued certifications in the investment consulting and wealth management industry.