The Investments & Wealth Institute’s CIMA®, CPWA®, RMA® certification exams can now all be completed online!

Learn more below. 

Test from anywhere with internet access. 

ProctorU allows candidates to complete their certification journey from any location where they have internet access and a computer with a webcam.


Two Options for CIMA, CPWA, and RMA Candidates

Institute candidates now have two computer-based-testing options to complete the exam portion of their certification:

  1. Sit for their exam in-person at a Pearson testing center.
  2. Sit for their exams online with ProctorU.  

Test with greater flexibility, 24-7/365. 

ProctorU provides candidates greater convenience and flexibility in scheduling their exams, with 24/7 on-demand, live proctoring. Allowing candidates to take the exam whenever they feel ready and at a time that best suits their lifestyle, while also eliminating traveling to and from a testing center.

For many, the ease and comfort of sitting for the exam in the comfort of their home is a more relaxing testing environment. 

Increases access to testing. 

The fully automated platform not only increases candidate access to online learning but ensures exam integrity and accountability for test-takers.

Still have questions? 

The reality is that online proctoring is very similar to testing at a testing center or via an in-person pen and paper proctored exam – except instead of the proctor being in the room with you, they are present via webcam.

Read More about the ProctorU Experience

Frequently Asked Questions

Read the Press Release

All three Institute certification exams can be completed through ProctorU.


CIMA® certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals.

CIMA certification stands out among other financial certifications for its effective emphasis on the combination of theory and practical application. 

The CIMA Core of Body of Knowledge includes five knowledge domains covering 22 knowledge sections that investment advisors and consultants with at least three years’ experience are required to know.

In the most recentValue of CIMA Certification research study, CIMA-certified advisors reported increased confidence, competence, and compensation compared to other financial advisors. 

CIMA® Holders: 


  • $380K - Average Earnings
  • $297M - Average AUM
  • 75% of Client Wallet Share

CIMA Certification


Certified Private Wealth Advisor® (CPWA®) is an advanced education and certification program for financial planners and financial advisors who work with high-net-worth clients on the life-cycle of wealth:

  • Accumulation
  • Preservation
  • Distribution

It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth
of $5 million.  

The CPWA curriculum gives advisors the information and skills they need to make a difference and stand out in this demanding segment. 

CPWA® Holders: 

  • Deliver specialized expertise and skills. 
  • Acquire and retain HNW Clients. 
  • Grow firm revenues.
  • Earn an elite education that is highly practical. 

CPWA Certification


The Retirement Management Advisor® (RMA®) program is an advanced certificate program and pathway to certification that 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.

Focused on outcomes, not expectations, the RMA certification provides advisors with practical tools, techniques, and methodologies. The result is a set of knowledge and skills that can satisfy clients' retirement needs. 

Through the RMA certification process, you will:

  • Learn a multidisciplinary approach to retirement planning
  • Better understand the client's retirement mindset
  • Explore strategies for custom risk assessment and unbiased solutions
  • Discover practical tools and techniques to use in your practice
  • Provide professional guidelines and standards

RMA Certification