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.
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.
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
The Wharton School
The Wharton School
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.
Professor of Economics
Director, Weiss Center for International Financial Research
The Wharton School
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.