How to Become a CIMA®
Becoming a CIMA® certificate-holder is a rigorous but rewarding process that can help you take your investment career to new heights. Learn more about the required steps here!
About the Investments & Wealth Institute and the CIMA® Program
The Investments & Wealth Institute is a professional association, standards body for finance professionals, and advanced education provider focused on excellence, ethical practice, and real-world application in the investment industry. Founded in 1985 as the Investment Management Consultants Association®, the (since re-named) IWI is committed to helping advisors demonstrate expertise in various investment management roles.
The CIMA® certification is the only financial services designation accredited by the American National Standards Institute. There are currently about 9,000 CIMA certificate-holders world-wide. Are you ready to join them?
CIMA® Certificate Process and Procedures
There are several key steps to earning and maintaining your CIMA® certificate.
- Submit an application (fee included) to the Investments & Wealth Institute.
- Pass a background check. Candidates usually hear back from the IWI regarding official acceptance into the CIMA® program within 10 business days of application.
- Complete an approved executive education program from one of the following institutions: Yale, University of Chicago, University of Pennsylvania, Portfolio Construction Forum.
- Sit for and pass the CIMA® certification exam via your local Pearson VUE testing center or Proctor U for online testing.
- Pass a secondary background check and demonstrate at least 3 years of relevant work experience.
- Sign a License Agreement and pay an initial Certification Fee.
- Complete and report a minimum of 40 credit hours of continued education every 2 years. Certification renewal fees may apply and CE requirements are subject to change.
Click here for more information on fees, exam scheduling requirements, and approved executive education providers.