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.
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
“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.”
, 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.”
, Assistant Vice President, Scout Funds