Learn more below.
ProctorU allows candidates to complete their certification journey from any location where they have internet access and a computer with a webcam.
Institute candidates now have two computer-based-testing options to complete the exam portion of their certification:
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.
The fully automated platform not only increases candidate access to online learning but ensures exam integrity and accountability for test-takers.
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.
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:
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.
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: