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Certified Investment Management Analyst® (CIMA®) Certification

Program Overview

Seismic changes in financial markets highlight the need for objective, ethical investment advice from a credentialed investment professional. Wharton’s Certified Investment Management Analyst (CIMA) Certification Program is the only credential of its kind designed specifically for financial professionals seeking competency as an advanced investment consultant.

Wharton has partnered with the Investment Management Consultants Association (IMCA) for more than 20 years to offer the educational component of the CIMA certification process. The program provides the knowledge necessary to fully prepare you to take the final CIMA Certification Exam, providing you with a conceptual and practical view of investment theory and practice.

Read more about the Experience & Impact »

CIMA Certification Program Highlights & Benefits

  • Prepare for CIMA certification — recognized by the financial services industry as the standard for advanced investment consulting — in an intensive one-week program
  • Earn a respected credential that communicates to clients and peers your high level of competency, professionalism, and investment expertise
  • Gain enhanced knowledge and master advanced investment techniques that can improve your practice and your clients' overall experience

Contact Us

Schedule a personalized consultation to discuss your professional goals.

+1.215.898.1776  

If you are interested in starting the CIMA certification process, or for more information about IMCA’s advanced certification qualifications, please contact IMCA directly:
Phone: +1.303.770.3377 • Website: www.imca.org

January 9 - 13, 2017$6,850

Philadelphia, PA

April 3 - 7, 2017$6,850

Philadelphia, PA

June 26 - 30, 2017$6,850

Philadelphia, PA

July 9 - 13, 2017$6,850

San Francisco, CA

October 2 - 6, 2017$6,850

Philadelphia, PA

Download the program schedule, including session details.

Participants must pass their Qualification Exam before registering.

Tuition for programs in Philadelphia includes lodging and meals. Tuition for programs in San Francisco includes meals only. Prices are subject to change.

Featured Video

Professor Jeffrey Jaffe talks about the CIMA curriculum

Still considering your options? View programs within Finance & Wealth Management or use our Program Finder.

Experience & Impact

In the investment world, the CIMA designation reflects a high level of quality and credibility among your financial professional peers. The commitment and discipline required to achieve this professional designation will not only enhance your investment skills but also enable you to strengthen your relationships with clients. Wharton’s Certified Investment Management Analyst (CIMA) Certification Program is designed to prepare you to successfully complete CIMA’s Certification Exam.

Wharton faculty, led by Jeffrey Jaffe, an expert on corporate finance, investments, and money management, apply their field-based research and the latest strategic insights on modern portfolios, as well as investment alternatives such as private equity, commodities, and hedge funds that are changing the face of investing today.

Program Structure

This program presents a semester’s worth of material in one week and focuses on the required topics to prepare you for the CIMA Certification Examination. In order to be qualified for our program, participants must pass the Qualification Exam, which is administered by IMCA. Upon passing the Qualification Exam, our program and exam can be completed at one of several week-long programs throughout the year at Wharton. Through highly interactive, daily review sessions, you will learn to apply, process, and retain the necessary information to pass IMCA’s Certification Examination.

Topics covered include:

  • Modern Portfolio Theory
  • Asset Allocation
  • Manager Search and Selection
  • Investment Policy
  • Performance Measurement

Final Exam

The program culminates with a final exam. You must pass this exam to successfully complete the education component. After completing this intensive program, you will be fully prepared to take the Certification Examination. Participants who pass the Certification Examination join a select group of professionals who have earned this internationally recognized credential.

Who Should Attend

The CIMA certification program requires that you meet all eligibility requirements, including experience, education, examination, and ethics. There are two steps you must complete through IMCA before registering for the Wharton program:

  • Submit a CIMA application and fee, and undergo a background check through IMCA
  • Pass the online Qualification Examination

Wharton’s Certified Investment Management Analyst (CIMA) Certification Program is for financial professionals who have already submitted an application to IMCA and have passed the Qualification Examination.

Participants leave the program with a strong grasp of modern portfolio theory and both a practical and conceptual appreciation of the various investment options available to investors.

Plan Your Stay

Faculty

The listed Wharton faculty teach in both Philadelphia and San Francisco sessions.

Jeffrey F. Jaffe, PhDSee Faculty Bio

Academic Director

Associate Professor of Finance, The Wharton School

Research Interests: Corporate finance, investments, money management, and the effects of information on the behavior of security prices

A. Craig MacKinley, PhDSee Faculty Bio

Joseph P. Wargrove Professor of Finance, The Wharton School

Research Interests: Asset pricing models, behavior of futures prices, econometric modeling, stock market behavior

Richard C. Marston, PhDSee Faculty Bio

James R. F. Guy Professor of Finance, The Wharton School

Research Interests: Foreign exchange risk management, international asset pricing, international investments

Testimonials

CIMA Testimonial - Robert Luna

Robert Luna

CEO, Surevest Wealth Management

I was interested in the CIMA certification and am very glad I chose Wharton’s program. I gained a lot of practical insights from the course that will help me with my exam and my role at UBS analyzing investments and portfolios. In addition to all the detailed terms presented in the class, I learned what to look for in a fact sheet and how to approach wholesalers and evaluate a financial product when they pitch it to me. Wharton’s presenters were great — very knowledgeable and easy to understand. Listening to them gave me an academic perspective that made me want to learn more. I’ve already recommended Wharton’s program to colleagues in investment sales and strategy.”

The week I spent in this program was one of the more productive weeks of my career. The program is a near-perfect blend of diverse faculty, current and relevant theory, and solid fundamental strategic analysis. The tools I acquired will pay dividends for years to come.”

Shane Peery

Chief Financial Officer, Cherokee & Walker, Inc.

Attaining my CIMA certification is about building more credibility with clients and peers. Being able to interpret attribution and formulating your own commentary allows for more independent thought when discussing our investment strategies and providing insight on how it may fit into a client’s portfolio. I always understood the basic concepts of this material, but after my Wharton experience, I really knew it and could define it in intricate detail. Now I can dig deeper into the numbers and fully explain the returns and process, and how our strategies may complement a client’s portfolio in a clear and defined manner.

It was a complete and total professional experience. Wharton’s faculty was very detail-oriented. The time and effort Wharton put into the overall planning of every aspect of this class was impressive. The peer interaction across the board was also impactful — you had many other asset managers and advisors ranging in age from their late 20s to the early 50s. The diversity of the points of view in the program was invaluable.”

Andrew Cipro

Assistant Vice President, Scout Funds

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