Membership & Publications
Exceptional Advisor Toolkit
Provide Meaningful Guidance
CIMA Sample Website Copy
Sample Website Copy - CIMA
I am a Certified Investment Management Analyst
) professional. The CIMA certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge.
Recently, the standards and education organization that oversees my certification changed their name, from the Investment Management Consultants Association
to the Investments & Wealth Institute
Please review this
for an outline of what the CIMA certification is and what it takes to earn certification, including the four “E’s”: education, ethics, experience, exam.
What I would like to highlight to you is the Continued Competency aspect of my CIMA certification and my professional practice in general. Not only do I fulfill forty hours of continuing education credit hours necessary for my CIMA certification, but I also maintain (
fill in additional certifications, designations, insurance, and/or securities licenses etc which may require even more education hours).
I welcome any questions you may have about my professional certifications like CIMA. If you would like to learn more about the international organization behind the certification, visit the website of the Investments & Wealth Institute
or for investor resources,