What Is CIMA?

CIMA certification is the peak international, technical portfolio construction and investment management program.

Who's it for?

  • Investment consultants/analysts
  • Financial advisors/planners
  • Wealth management professionals
  • Advisors with client-facing relationships
  • Advisors who want to ensure clients that they have the most up-to-date investment knowledge

What is covered?

  • Fundamentals
  • Investments
  • Portfolio Theory
  • Behavioral Finance
  • Risk and Return
  • Portfolio Construction
  • Consulting Process

See Core Topics

What does it cost?

Between US $5,500 – $9,000, depending on choice of preparatory materials and registered education provider.


How long does it take?

On average, 6–9 months.

What is the experience requirement?

3 years experience in financial services, to be earned before certification.

What is the education requirement?

Completion of Executive Education component offered by an approved Registered Education Provider.

See Registered Education Providers

How can I learn more?

See upcoming overview classes and webinars. Take a half-day introductory class or a half-hour webinar to learn how CIMA can help you in your business.

See Upcoming Information Classes 

What are the exam details?

Five hours long, with 140 multiple-choice questions: 125 scored and 15 non-scored pretest questions. It is a computer-based examination administered at a local Pearson VUE testing center near you.

What does ANSI accreditation mean?

We hold the gold standard of accreditation, the American National Standards Institute (ANSI) under an international standard for personal certifiers (ANSI/ISO 17024) and have maintained accreditation for nearly a decade.

Learn More About ANSI Accreditation

What are the renewal requirements?

  1. Complete and report a minimum of 40 hours every two years of continuing education (CE) credit, including two ethics hours and one hour of Tax or Regulation
  2. Pay a recertification fee
  3. Pass a background check, disclose any regulatory complaints, and agree to adhere to the Institute’s Code of Professional Responsibility and Rules and Guidelines for Use of the Marks, as well as disclosing any federal/state regulatory actions or complaints.

Code of Ethics and Professional Responsibility


Frequently Asked Questions

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