About the Investments & Wealth Institute and the CIMA® Program

The Investments & Wealth Institute is a professional association, standards body for finance professionals, and advanced education provider focused on excellence, ethical practice, and real-world application in the investment industry. Founded in 1985 as the Investment Management Consultants Association®, the (since re-named) IWI is committed to helping advisors demonstrate expertise in various investment management roles.

The CIMA® certification is the only financial services designation accredited by the American National Standards Institute. There are currently about 9,000 CIMA certificate-holders world-wide. Are you ready to join them?

CIMA® Certificate Process and Procedures

There are several key steps to earning and maintaining your CIMA® certificate.

  1. Submit an application (fee included) to the Investments & Wealth Institute.
  2. Pass a background check. Candidates usually hear back from the IWI regarding official acceptance into the CIMA® program within 10 business days of application.
  3. Complete an approved executive education program from one of the following institutions: Yale, University of Chicago, University of Pennsylvania, Portfolio Construction Forum.
  4. Sit for and pass the CIMA® certification exam via your local Pearson VUE testing center or Proctor U for online testing.
  5. Pass a secondary background check and demonstrate at least 3 years of relevant work experience.
  6. Sign a License Agreement and pay an initial Certification Fee.
  7. Complete and report a minimum of 40 credit hours of continued education every 2 years. Certification renewal fees may apply and CE requirements are subject to change.

Click here for more information on fees, exam scheduling requirements, and approved executive education providers.

Ready to start studying? Explore the Wiley CIMA® Exam Review Course now.