View all programs within: Business Acumen, Finance & Wealth Management

Certified Investment Management Analyst® (CIMA®) Certification

Jul 11, 2016 - Jul 15, 2016Philadelphia, PA$6,850
Oct 03, 2016 - Oct 07, 2016Philadelphia, PA$6,850
Jan 09, 2017 - Jan 13, 2017Philadelphia, PA$6,850
Apr 03, 2017 - Apr 07, 2017Philadelphia, PA$6,850

We encourage participants to pass their Qualification Exam before registering, however, if you wish to register before taking your Qualification Exam, we ask that you please take the Qualification Exam at least 2 weeks prior to the program start date. This will help to ensure that the appropriate space and seating is secured for the program.

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

Program Overview

Seismic changes in financial markets highlight the need for objective, ethical investment advice from a credentialed investment professional. The Certified Investment Management Analyst (CIMA) Certification  program is the only credential of its kind designed specifically for financial professionals who seek competency as an advanced investment consultant. Wharton Executive Education has partnered with the Investment Management Consultants Association (IMCA) for more than 20 years to offer the educational component of the CIMA certification process. Wharton's CIMA program provides the knowledge necessary to ensure that you are fully prepared to take the final CIMA Certification Exam.

The CIMA certification offered through this program provides you with significant benefits, including:

  • Financial services industry recognition of the CIMA certification as the standard for advanced investment consulting.
  • A respected credential that communicates to clients and peers your high level of competency, professionalism, and investment expertise.
  • Enhanced knowledge and advanced investment techniques that can improve your practice and your clients' overall experience.

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.

If you have completed the above steps and are ready to register for the educational component here at Wharton Executive Education, please click the red apply button on this page.

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:

Impact & Experience

This two-part program focuses on the required topics to prepare you for the CIMA Certification Examination. The program begins with a self-study Level 1 program with an exam. The Level 2 program and exam are 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 the Certification Examination.

Topics covered include:

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

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 Attends This Program

Participants are financial professionals that have already submitted an application to IMCA and have passed the Qualification Examination.


  • Jeffrey F. Jaffe, PhD

    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 pricesSee Faculty Bio

  • A. Craig MacKinley, PhD

    Joseph P. Wargrove Professor of Finance, The Wharton School

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

  • Richard C. Marston, PhD

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

    Research Interests: Foreign exchange risk management, international asset pricing, international investmentsSee Faculty Bio

Program Logistics

Tuition for programs in Philadelphia and San Francisco includes lodging and meals. Prices are subject to change. Contact a member of the Wharton Executive Education Client Relations team for more information on course specifics and to discuss how this program can meet your professional development needs. Please contact them by email or by phone at +1.215.898.1776.

Plan Your Stay


Veronica Alard 

“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.”

Veronica Alard, Wealth Strategy Associate, UBS International

“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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