Skip to main content

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

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
Prerequisites

Candidates must have at least three years of financial services experience and a satisfactory record of ethical conduct, as determined by Investments & Wealth Institute Admissions Committee.

Designation Training Requirements

Executive education course through an approved registered education provider. Course format varies by provider.

Designation Exam Type

Closed book, proctored final certification exam, online or in person

Continuing Education Requirements

40 hours every two years

Verification and Complaints
Online Designation Resource

Online at IWI Investment Help

Investor Complaint Process

Online at File a Complaint

Published List of Disciplined Designees

Online at Disciplinary Rules and Procedures