CIMA® Disclosure

The Certified Investment Management Analyst® (CIMA®) professional certification is designed for financial advisors and investment consultants managing the investment management needs of affluent and institutional clients.

The CIMA® program delivers a comprehensive education on advanced investment topics, giving advisors and consultants the tools they need to deliver exceptional value to their clients.

To earn CIMA® certification, candidates must pass a background check, have three full years of verified work experience in the financial services industry, successfully complete the executive education program, pass the certification exam, pay an initial certification fee, and adhere to the Investments & Wealth Institute Code of Professional Responsibility.

Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the institute’s initial and ongoing credentialing requirements for investment management professionals.

Learn More: Certified Investment Management Analyst (CIMA) Certification