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Certified Investment Management Analyst (CIMA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Investments & Wealth Institute
Qualification and Training Requirements

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.
Designation Training 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.
Designation Exam Type

Qualification Examination and Certification Examination (online, proctored)

Continuing Education Requirements

40 hours every two years

Verification and Complaints
Online Designation Resource

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