Certified Investment Management Analyst® (CIMA®) Certification

Print Program Information

Wharton Executive Education
Dates Location Tuition
- Certified Investment Management Analyst Certification
Philadelphia
$6,500
- Certified Investment Management Analyst Certification
San Francisco
$6,500
- Certified Investment Management Analyst Certification
Philadelphia
$6,500
- Certified Investment Management Analyst Certification
Philadelphia
$6,500
- Certified Investment Management Analyst Certification
Philadelphia
$6,500

Seismic changes in financial markets highlight the need for objective, ethical investment advice from a credentialed investment professional. The Certified Investment Management Analyst (CIMA) program is the only credential of its kind designed specifically for financial professionals seeking competency as an advanced investment consultant. Wharton Executive Education has partnered with the Investment Management Consultants Association (IMCA) for over 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 educational 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 fill out the application.

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

Tuition for programs includes lodging and meals. Prices are subject to change. Program Consultants are available to provide more information on course specifics and discuss how this program might meet your needs. Please contact them by e-mail or by telephone at +1 215.898.1776. Plan your stay.


Ready To Register? Apply for This Program
Want To Learn More? Contact a Program Consultant
Still Researching? Request Materials

Wharton’s educational component of the CIMA certification program leverages over 20 years of faculty experience with IMCA and the CIMA designation. The week-long program offers an intensive educational experience focused on required topics to prepare participants for the Certification Examination. These topics include:

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

Daily review sessions are incorporated into the schedule to help you apply, process, and retain the information. These sessions are designed to be highly interactive, providing an opportunity to have all your questions answered before moving on to the next day’s material.

There will be an exam on the last day of the program. Passing this exam will be the indicator of successful completion of the educational component.

Study and practice questions will be provided to prepare you for the final exam.

The educational component offered by Wharton Executive Education is for those that have already submitted an application to IMCA and have passed the Qualification Examination.

The CIMA professional integrates a complex body of investment knowledge to provide objective investment advice and guidance to individuals and institutions. That knowledge is applied systematically and ethically to assist clients in making prudent investment decisions.

As of January 2009, the average CIMA professional:

  • Manages more than $292M in assets
  • Works with over 200 clients, both individual and institutional
  • Retains 98.7 percent of clients, even during a recession
  • Grows their client base at a rate of 6 percent per year

Jeffery Jaffe, PhD JEFFREY JAFFE, PhD
Faculty Director
Associate Professor of Finance
The Wharton School

Jeff Jaffe, a leading authority on asset allocation, has written widely on the topics of investment styles and stock returns, international investment returns, market anomalies, and the effects of information on security prices. He has been recognized for his outstanding teaching. Professor Jaffe has co-authored several textbooks on finance and is a frequent contributor to finance and economic journals.
undefined A. CRAIG MACKINLAY, PhD
Joseph P. Wargrove Professor of Finance
The Wharton School

A. Craig MacKinlay has been a faculty member at Wharton since 1984. He is a Research Associate of the National Bureau of Economic Research, a member of the Journal of Investment Consulting Advisory Board, a member of Morgan Stanley Institutional Equity Trading Academic Advisory Board and a former member of the Board of Directors of the American Finance Association and the NASD Economic Advisory Board. His research interests include empirical implementation and validation of asset pricing models, measuring investment performance, pricing of futures contracts, microstructure of financial markets, assessment of credit risk, and statistical methods in finance.

Professor MacKinlay has coauthored two books, one entitled the Econometrics of Financial Markets and another entitled A Non-Random Walk Down Wall Street. He has also published in numerous journals, including the Review of Financial Studies and the Journal of Financial Economics. His honors include the Paul A. Samuelson Award for Outstanding Scholarly Writing on Lifelong Financial Security, and the Oxford University Press Century Publication Celebration 100 Best Papers of All Time Award.
undefined RICHARD C. MARSTON, PhD
James R.F. Guy Professor of Finance
Professor of Economics
Director, Weiss Center for International Financial Research
The Wharton School

Dr. Richard Marston is the James R.F. Guy Professor of Finance at the Wharton School and the Director of the George Weiss Center for International Financial Research. He has a BA from Yale University (summa cum laude), BPhil from Oxford University, and PhD from MIT. He is the recipient of a Rhodes Scholarship and a Fulbright Fellowship. Dr. Marston is the author or editor of six books, including International Financial Integration among the Industrial Countries, which won the Sanwa Bank Prize in International Finance.

Dr. Marston regularly participates in the Investment Management Consultants Association (IMCA) Program and the Advanced Management Program. He is also director of the Institute for Private Investors Program at Wharton.

Dr. Marston has given presentations in more than a dozen countries in Europe, Latin America, and Asia. He has also given presentations for a number of securities firms in the United States, including most recently Merrill Lynch, Lincoln Financial, and Smith Barney. His work has been widely cited in the press, including publications such as Barron's, the Financial Times, Newsweek, and The Wall Street Journal, and he has also appeared on television programs such as the Nightly Business Report and on CNBC.