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.
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 eligible for our program, participants must first apply with the Investments & Wealth Institute and be accepted into the certification program. Upon acceptance into the program by the Investments & Wealth Institute, 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
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.