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Social Profile Guidance

Follow these guidelines to properly display your CIMA®, CPWA®, or RMA® certification(s) on LinkedIn and Twitter, in accordance with the Institute’s Rules and Guidelines for Use of the Marks. These guidelines also detail how to display successful completion of The Institute's certificate programs on your personal LinkedIn profile.

Twitter

You may only include “CIMA,” “CPWA,” or "RMA" after your name if you continue to meet the ongoing recertification requirements every two years. The CIMA, CPWA, and/or RMA Certification:

  • Should not be included in your Twitter handle, e.g. not @JohnSmithCIMA or @MaryJonesCPWA
  • Should only appear in the section of your profile that contains your surname and given name
  • Should not be included with a pseudonym or fictitious phrase meant to hide your identity

LinkedIn

The Certifications section of your LinkedIn profile is specifically designed to display professional certifications and credentials, and is the most appropriate place to display your status as a CIMA certificant, CPWA certificant, or RMA certificant. Please bear in mind that if you are not currently certified, you should explicitly state that your certification is no longer active. Instructions are provided below.

Note: The Experience section is for displaying your employment experience. To avoid giving the impression that you are an employee of The Institute, do not list your CIMA, CPWA, or RMA certification here.

CIMA, CPWA and RMA certification

Instructions for LinkedIn: CIMA Certification

  • Select the Certifications section under “Add a section to your profile” within your profile
  • Select + Add
    • Certification Name: If you are CIMA certified, enter Certified Investment Management Analyst (CIMA)
    • Certification Authority: Enter The Investments & Wealth Institute® (The Institute®)
    • License Number: Leave this field blank
    • Certification URL: Copy and paste https://investmentsandwealth.org/cima
    • Dates: Select the month and year in which you earned your certification
  • Select Save

Instructions for LinkedIn: CPWA Certification

  • Select the Certifications section under “Add a section to your profile” within your profile
  • Select + Add
    • Certification Name: If you are CPWA certified, enter Certified Private Wealth Advisor (CPWA)
    • Certification Authority: Enter The Investments & Wealth Institute® (The Institute®)
    • License Number: Leave this field blank
    • Certification URL: Copy and paste https://investmentsandwealth.org/cpwa

    • Dates: Select the month and year in which you earned your certification

  • Select Save

Instructions for LinkedIn: RMA Certification

  • Select the Certifications section under “Add a section to your profile” within your profile
  • Select + Add
    • Certification Name: If you are RMA certified, enter Retirement Management Analyst (RMA)
    • Certification Authority: Enter The Investments & Wealth Institute® (The Institute®)
    • License Number: Leave this field blank
    • Certification URL: Copy and paste https://investmentsandwealth.org/rma
    • Dates: Select the month and year in which you earned your certification
  • Select Save

Certificate Programs

Instructions for LinkedIn: Certificate Programs

Advanced Investment Strategist Certificate Program
  • Select the Courses section under “Add a section to your profile” within your profile
  • Select + Add
    • Associated with: In the dropdown menu, select the company you worked for when you completed the course
    • Number: Enter The Institute®
    • Course Name: If you have completed the program, enter Advanced Investment Strategist Certificate Program
  • Select Save

Fundamentals of Alternative Investments Certificate Program

  • Select the Courses section under “Add a section to your profile” within your profile
  • Select + Add
    • Course Name: If you have completed the program, enter Fundamentals of Alternative Investments Certificate Program
    • Number: Enter The Institute®
    • Associated with: In the dropdown menu, select the company you worked for when you completed the course
  • Select Save

Applied Behavioral Finance Certificate Program

  • Select the Courses section under “Add a section to your profile” within your profile
  • Select + Add
    • Course Name: If you have completed the program, enter Applied Behavioral Finance Certificate Program
    • Number: Enter The Institute®
    • Associated with: In the dropdown menu, select the company you worked for when you completed the course
  • Select Save

Essentials of Investment Consulting Certificate Program

  • Select the Courses section under “Add a section to your profile” within your profile
  • Select + Add
    • Course Name: If you have completed the program, enter Essentials of Investment Consulting Certificate Program
    • Number: Enter The Institute®
    • Associated with: In the dropdown menu, select the company you worked for when you completed the course
  • Select Save