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CIMA Certification: Your Opportunity to Excel

“The CIMA program provides the kind of sophisticated investment and wealth management knowledge and tools I need to stay relevant and competitive in today’s marketplace.”

Noel Pacarro Brown, CIMA®, CPWA®
The Conscious Wealth Management Group at Morgan Stanley

The Value & Benefits

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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. 

In the most recentValue of CIMA Certification research study, CIMA-certified advisors reported increased confidence, competence, and compensation compared to other financial advisors. 

Value Benefits

How It works

CIMA Certification Process

1​ Submit the certification program application and pass a comprehensive background check

Submission of an application will result in a background check conducted by Investments & Wealth Institute staff. Within ten business days, prospective candidates will be notified of official acceptance into the program.

Application Fee:

  • Members: US$600—includes application fee, background check, and initial attempt at the Certification Exam

  • Nonmembers: US$995—includes one year of Institute membership, application fee, background check, and initial attempt at the Certification Exam

2​ Complete an executive education program through one of the Institute’s registered education providers

Candidates can enroll in an education program offered by one of the approved Registered Education Providers listed below once their application is accepted.

  • The University of Chicago Booth School of Business
  • The Wharton School, University of Pennsylvania 
  • Yale School of Management
  • Investment Management Research Program – Australia
3​ Pass a comprehensive Certification Exam at an approved testing center

The Certification Exam is a 5 hour, computer-based examination administered at local Pearson VUE testing centers.

A number of independent providers offer online and in-person study resources to help candidates prepare for the Certification Exam.

Time Commitment:
Successful candidates report studying for approximately 150 hours, and using a variety of resources when preparing for the CIMA Certification Exam. Including, but not limited to, the executive education program completed through an approved registered education provider.

4​ Pass a second background check, provide compliance disclosure, complete license agreement, and pay initial certification fee

Once Investments & Wealth Institute receives successful exam results from the testing center, candidates will receive an email to complete three final steps.

  • Document a minimum of three years’ of verified work experience in financial services and pass a second background check.
  • Sign an agreement to adhere to the Investments & Wealth Institute’s Code of Professional Responsibility and the appropriate use of the certification marks.

  • Pay an initial certification fee.

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Hear from your peers how the CIMA certification has impacted their careers and compare how the CIMA certification stacks up against the CPWA and other well-respected industry designations.


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Apply for CIMA certification now or if you have additional questions, request more information.