The CIMA® certification is designed for financial professionals who specialize in asset allocation, investment policy, and portfolio management for affluent clients. Awarded by the Investments & Wealth Institute, it requires graduate-level education and deep knowledge of investment theory and practice.
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Why It Matters
CIMA® professionals are investment consultants who specialize in portfolio construction and manager selection for wealthy clients. If you have a significant portfolio and want sophisticated investment consulting, CIMA® is a strong credential.
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Requirements
3 years of verifiable financial services experience
Complete a registered education program at a top business school
Pass the CIMA® certification examination
Adhere to the Investments & Wealth Institute Code of Ethics
Complete 40 hours of continuing education every 2 years
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Frequently Asked Questions
What's the difference between CIMA® and CFA®?
The CFA® is broader and covers investment analysis and corporate finance. The CIMA® focuses specifically on investment consulting, asset allocation, and portfolio management for high-net-worth individuals.