Certified Investment Management Analyst® (CIMA®) is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards.

The CIMA® certification requires advisors to meet rigorous standards:

  • Experience: At least three years of relevant financial services experience and a clean regulatory record
  • Ethics: Comply with the Institute Code of Professional Responsibility or lose the certification
  • Education: Complete executive education at a top 25 global business school
  • Exam: Pass a stringent five-hour examination
  • Continuing Competency: Stay updated on industry trends, laws, and products with 40 hours of continuing education every two years, including two hours of ethics education

*The source of the contents of this page are from www.investmentsandwealth.org

Download the CIMA Brochure

Investments & Wealth Institute (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.