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Certified Investment Management Analyst® (CIMA®) Certification

Apr 04, 2016 - Apr 08, 2016Philadelphia, PA$6,500
Jun 05, 2016 - Jun 09, 2016San Francisco, CA$6,500
Jul 11, 2016 - Jul 15, 2016Philadelphia, PA$6,500
Sep 19, 2016 - Sep 23, 2016Philadelphia, PA$6,500

Tuition for programs in Philadelphia and San Francisco includes lodging and meals.

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.

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