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Certified Investment Management Analyst® (CIMA®) Certification

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 is the only credential of its kind designed specifically for financial professionals seeking competency as an advanced investment consultant.

Wharton has partnered with the Investments & Wealth Institute™ for more than 20 years to offer the educational component of the CIMA® certification process. The program provides the knowledge necessary to prepare you to take the final CIMA® Certification Exam, providing you with a conceptual and practical view of investment theory and practice.

Read more about the Experience & Impact »

CIMA Certification Program Highlights & Benefits

  • Prepare for CIMA certification — recognized by the financial services industry as the standard for advanced investment consulting — in an intensive one-week education program
  • Earn a respected credential that communicates to clients and peers your high level of competency, professionalism, and investment expertise
  • Gain enhanced knowledge and master advanced investment techniques that can improve your practice and your clients' overall experience

Contact Us

Schedule a personalized consultation to discuss your professional goals.


If you are interested in starting the CIMA certification process, or for more information about the Investments & Wealth Institute™'s advanced certification qualifications, please contact the Institute directly:
Phone: +1.303.770.3377 • Email: certification@imca.org • Website: www.imca.org

participant of Certified Investment Management Analyst Certification program

April 2 - 6, 2018$6,850

Philadelphia, PA

June 18 - 22, 2018$6,850

Philadelphia, PA

October 1 - 5, 2018$6,850

Philadelphia, PA

Download the program schedule, including session details.

Participants must pass their Qualification Exam before registering.

Tuition for programs in Philadelphia includes lodging and meals. Prices are subject to change.

IMCA CIMA Certfication Program

Featured Video

Professor Jeffrey Jaffe talks about the CIMA curriculum

Still considering your options? View programs within Finance & Wealth Management, Industry Associations or use our Program Finder.

Experience & Impact

In the investment world, the CIMA certification 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. The education component that Wharton delivers as part of the Certified Investment Management Analyst (CIMA) Certification process is designed to prepare you to successfully take the CIMA 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.

Program Structure

This education program presents a semester’s worth of material in one week and focuses on the required topics to prepare you for the CIMA Certification Exam. In order to be qualified for our program, participants must pass the Qualification Exam, which is administered by Investments & Wealth Institute™. Upon passing the Qualification Exam, our education 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 the CIMA Certification Exam.

Topics covered include:

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

Final Exam

Wharton’s education program culminates with a final exam. You must pass this exam to successfully complete the education component of the certification process. After completing this intensive program, you will be prepared to take the CIMA Certification Exam. Participants who pass the CIMA Certification Exam join a select group of professionals who have earned this internationally recognized credential.

Who Should Attend

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 the Investments & Wealth Institute™ before registering for the Wharton education program:

  • Submit an CIMA application and fee to the Investments & Wealth Institute™, and undergo a background check
  • Pass the online Qualification Examination

Wharton’s education program for CIMA certification is for financial professionals who have already submitted an application to the Investments & Wealth Institute™ and have passed the Qualification Examination.

Participants leave the education program with a strong grasp of modern portfolio theory and both a practical and conceptual appreciation of the various investment options available to investors.

Group Enrollment

To further leverage the value and impact of this program, we encourage companies to send cross-functional teams of executives to Wharton. We offer group enrollment benefits to companies sending four or more participants.

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Jeffrey F. Jaffe, PhD   See Faculty Bio

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 prices

A. Craig MacKinley, PhD   See Faculty Bio

Joseph P. Wargrove Professor of Finance, The Wharton School

Research Interests: Asset pricing models, behavior of futures prices, econometric modeling, stock market behavior

Richard C. Marston, PhD   See Faculty Bio

James R. F. Guy Professor of Finance, The Wharton School

Research Interests: Foreign exchange risk management, international asset pricing, international investments


CIMA Testimonial - Christopher Quinley Testimonial

Christopher Quinley

Liang & Quinley Wealth Management

Watch the testimonial video

CIMA Testimonial - Robert Luna

Robert Luna

CEO, Surevest Wealth Management

Watch the testimonial video

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.”

The week I spent in this program was one of the more productive weeks of my career. The program is a near-perfect blend of diverse faculty, current and relevant theory, and solid fundamental strategic analysis. The tools I acquired will pay dividends for years to come.”

Shane Peery

Chief Financial Officer, Cherokee & Walker, Inc.

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.”

Andrew Cipro

Assistant Vice President, Scout Funds

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