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.
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
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.