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.

Get Prepared - Live and On-Demand Webinars

October 16, 1-1:30 pm EDT- Understanding the retirement mindset: An overview of the RMA Certification. Watch the RMA Webinar Recording

October 17, 2-2:30 pm EDT - Why advanced investment expertise is needed with today's turbulent markets: An overview of the CIMA Certification. Watch the CIMA Webinar Recording.

November 20, 1:30-2 pm EDT - Adding value to HNW clients: An overview of the CPWA Certification, Register Now.

Note: These webinars are not eligible for CE credit.

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.

Learn more about the CPWA certification program.

Application dates for live and ongoing enrollment classes

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

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.

Learn more about the CIMA certification program.

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

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. Learn more about the RMA certification program.

Interested in the RMA certification and want to learn more? Look for an RMA webinar coming soon.

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

Watch RMA Video

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