What is a CIMA Certification?

Fewer than two percent of financial services professionals hold CIMA certification, which is delivered by Investments & Wealth Institute® (Institute) and is the only credential designed specifically for financial advisors and investment consultants.

The CIMA certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through one of three top-20 business schools in the United States: The University of Chicago Booth School of Business, The Wharton School at the University of Pennsylvania, or the Yale School of Management. CIMA professionals must pass a certification exam covering a wide range of in-depth investment topics. Additionally, those who earn the certification must agree to meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility.