The CIMA®, CPWA®, and RMA® education programs provide the specialized knowledge you need to confidently serve your clients no matter what their needs. Hear what other advisors say about why they chose the certification programs or check out our research showing the value of certifications.

In the video to the left, hear from Dorothy Bossung, CIMA®, CPWA®, RMA®, CFP® and other members as they highlight the importance of all three certifications and the impact they've had on their careers. 

Explore the key knowledge domains and core topics that make up each certification.

Certified Private Wealth Advisor® (CPWA®) Certification

Serving high-net-worth clients with the expertise they need.

In the highly competitive field of wealth management, clients are very selective in choosing advisors. CPWA certification gives you the edge you need to stand out. In addition to gaining rigorous wealth management knowledge, being a CPWA holder means you meet the highest ethical standards. The four knowledge domains of the CPWA certification are: 

  1. Human Dynamics: Ethics, Applied behavioral finance; Family dynamics
  2. Wealth Management Strategies: Tax strategies and planning; Portfolio management; Risk management and asset management
  3. Client Specialization: Client focus (executives); Client focus (closely held business owners); Client focus (retirement)
  4. Legacy Planning: Charitable giving; Estate planning and wealth transfer

Learn more about benefits, time commitment, costs, and education providers and earn the CPWA certification today

Watch our webinar recording "Adding Value to HNW Clients: An Overview of the CPWA Certification". Download the slides.

Watch on YouTube

CPWA Intro

Hurry! Fall 2019 Application dates ending soon for live executive education classes. See below for more details.

Discover why CPWA advisor-practices manage more than non-CPWA advisor practices: Value of CPWA Certification

Certified Investment Management Analyst® (CIMA®) Certification

Where Ivy League-quality education meets real world application.

The CIMA program's core topics and content are derived from an independent job analysis of the knowledge and skills needed in today's advanced financial advisory and investment consulting professionals. The five knowledge domains of the CIMA certification are: 

  1. Fundamentals: Statistics; Applied finance and economics; Global capital markets
  2. Investments: Vehicles; Equity; Fixed income; Alternative investments; Options/futures; Real assets
  3. Portfolio Theory and Behavioral Finance: Portfolio theories and models; Behavioral finance theory; Investment philosophies and styles; Tools and strategies
  4. Risk and Return: Attributes of risk; Risk measurements; Performance measurement and attribution
  5. Portfolio Construction and Consulting Process: Ethics; Client discovery; Investment policy; Portfolio construction; Manager search and selection; Portfolio review and revisions

Learn more about benefits, time commitment, costs, and education providers and earn the CIMA certification today

Discover why CIMA advisors earn more and are more satisfied with their careers : Value of CIMA Certification 

Hurry! Fall 2019 Application dates ending soon for live executive education classes. See below for more details.

Retirement Management Advisor® (RMA®) Certification

Focused on outcomes, not expectations.

The RMA certification focuses on building custom retirement income plans to mitigate clients' risks and to master the retirement planning advisory process, all within an increasingly regulatory environment. The four knowledge domains of the RMA certification are: 

  1. Client Diagnostics: Planning process; Household balance sheet; Household cash flows
  2. Retirement Life-cycle Plan: Behavioral finance; Life-cycles of planning events; Accumulation vs. decumulation mindset
  3. Retirement Risk Management and Allocations: Allocations; Risk management; Probability vs. safety-first strategies
  4. Application: Retirement planning best practices; Planning methods; Account location and product selection

Learn more about benefits, time commitment, costs, and earn the RMA certification today

Interested in the RMA certification and want to learn more? Attend the RMA Overview workshop on September 12 in Denver.

Apply now and earn your RMA certification by December, 2019!

Watch RMA Video

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