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Lead at a Higher Level

Taking your career to the next level requires a different skillset and knowledge base than what has helped you get where you are today.

Leading at a higher level requires you to draw from multiple disciplines: investments, portfolio theory and behavioral finance, risk and return, portfolio construction and consulting process and fundamentals. The CIMA certification will help you upgrade your cross-functional understanding of investment management and portfolio construction, provide access to a wider channel of niche experts and expand your clientele.

Invest in Yourself

Choose a program that works for you. Whether you prefer an online or an on-campus learning environment, we have a place for you. The Investments & Wealth Institute partners with Ivy League-quality educational providers who have real-world knowledge from the most complex and challenging investment management situations out there.

Our programs are intensive and designed for advisors by advisors, to provide you with practical application in as little as 6–9 months. Keep your career on the fast track by earning the prestigious Certified Investment Management Advisor (CIMA) certification. 

Why CIMA?

Hear from your peers how the CIMA certification impacts their careers and compare how it stacks up against the Certified Private Wealth Advisor®  certification and other well-respected industry designations.

 

Isn’t it time to invest in yourself?

 

NEXT STEPS

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271,700

U.S. Financial Advisors

8,250

CIMA Certificants

2,045

CIMA Candidates

1

Opportunity to Stand Out!

Program Overview

 

Value & Benefits

 

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Application Process

 

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Candidate Profile

 

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Renewal Requirements

 

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Webinar & Workshop Registration

 

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Ethics & Codes

 

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READY TO APPLY!

What People Are Saying

“I ultimately wanted to be a portfolio manager and I wanted to specialize in portfolio construction. I believe to this day that the CIMA certification is the most appropriate certification to get if you are going to be focusing on portfolio construction, money manager research, and doing discretion or nondiscretion, whether it’s private wealth or endowments and foundations. It is the most appropriate certification for a financial professional to earn.”

Brian Ullsperger, CIMA®

Investments & Wealth Institute member since 2004

“The perfect candidate for the CIMA program is someone who has been in the industry for awhile and is looking to potentially up their game and take it to the next level.”

Kelly Walsh, CIMA®

Investments & Wealth Institute member since 2006

“The CIMA certification is a valuable next step for CFP® advisors who want to grow the knowledge base and skill set they need to build and maintain relationships with high-net-worth and other sophisticated investors.”

Kevin Sánchez, CIMA®, CPWA®, CFP®

UBS Institutional Consulting

“The CIMA program provides the kind of sophisticated investment and wealth management knowledge and tools I need to stay relevant and competitive in today’s marketplace.”

Noel Pacarro Brown, CIMA®, CPWA®

Investments & Wealth Institute member since 2009

E-mail address

certification@i-w.org

Contact us

+1 303-770-3377

Advanced certifications

Your opportunity to stand out!