Here is a snapshot of our elite advisors.

 

Age: 49

Across all advisors surveyed, both CIMA professionals and other advisors, the mean age of advisors is 49 years of age.

 

Experience: 14 years

The mean CIMA professional has accumulated over 14 years of industry experience, whereas other advisors have accumulated approximately 12 years of experience.
 
 

85%

Male
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$380K

Average Earnings

$297M

Average AUM

75%

Client Wallet Share

Top reasons advisors attain CIMA certification …

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Obtaining the CIMA certification plays an important role in key career advancement areas for advisors. Over 60% of CIMA professionals indicate that obtaining CIMA certification had a considerable impact on their knowledge of investment management, their confidence offering investment advice to high-net worth clients, and their confidence in managing investments. In addition, more than half show greater satisfaction with their career, have obtained more trust from the client, and have increased client service practices. Also high on the list in terms of importance for obtaining CIMA certification are client satisfaction with advisor services, career advancement, and satisfaction with employers.

 

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Type of firms CIMA certificants work at …

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E-mail address

certification@i-w.org

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+1 303-770-3377

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