CIMA® Certification

The Certified Investment Management Analyst® (CIMA®) certification is an advanced professional certification for experienced financial advisors and investment consultants, specializing in advanced portfolio construction and the consulting process. Encapsulating a premier professional body of knowledge — and taught by the University of Chicago Booth School of Business, Yale School of Management, and the Portfolio Construction Forum of Australia — the CIMA certification provides comprehensive, rigorous, and detailed education to elite investment industry professionals around the world.

The CIMA certification is offered by Investments & Wealth Institute, an industry-leading credentialing body, and the largest membership association of and for financial advisors in North America. The CIMA certification is fully accredited by ANAB (ANSI National Accreditation Board), the largest multi-disciplinary accreditation body in the western hemisphere. CIMA has also been recognized by the North American Securities Administrators Association (“NASAA”) as a designation eligible for waiver from the FINRA Series 65 or 66 exams.