Certified Investment Management Analyst (CIMA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Investments & Wealth Institute
Qualification and Educational Requirements
Prerequisites Candidate must meet the following requirements:
  • Three years of financial services experience; and
  • A satisfactory record of ethical conduct, as determined by Investments & Wealth Institute Admissions Committee.
Education Requirements
  • Educational component offered by one of the approved Registered Education Providers.
  • In-class program at The Wharton School, University of Pennsylvania, or online through Yale School of Management.
Examination Type Qualification Examination and Certification Examination (online, proctored)
Continuing Education Requirements 40 hours every two years
Verification, Complaints and Accreditation
Check Designation Status Online Online at Find a Certified Professional
Investor Complaint Process In writing and mailed. See Report a Complaint
Published List of Disciplined Designees Yes at Public Disciplinary Actions
Accredited By American National Standards Institute (ANSI)