Certified Investment Management Analyst^® (CIMA^®) Certification

Program Experience

Highlights and Key Outcomes

By attending this program, you will:

• Prepare for CIMA^® certification — recognized by the financial services industry as the standard for advanced investment consulting — in an intensive program
• Be on your way to earning a respected credential that communicates to clients and peers your high level of competency, professionalism, and investment expertise
• Leverage the world-renowned expertise of Wharton finance faculty and get your questions answered in real time, with extensive access before, during, and after each session
• Gain enhanced knowledge and master advanced investment techniques that can improve your practice and your clients’ overall experience
• Grow your network by engaging and learning with an experienced group of peers
• Extend your exam preparation with pre- and post-program readings carefully selected by Wharton faculty

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 the CIMA designation will not only enhance your investment skills but also enable you to strengthen your relationships with clients. The education component at Wharton will 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 that are changing the face of investing today, such as private equity, commodities, and hedge funds.

Program Structure

This education program focuses on the topics required to prepare you for the CIMA^® Certification Exam. Through highly interactive daily review sessions, you will learn to apply, process, and retain the information necessary to pass the exam. The program also includes exclusive pre- and post-program content to deepen and further your learning.

Faculty Expertise

During your pursuit of the CIMA designation, you will be taught by the experts who literally wrote the book(s) on the subjects.

Academic Director Jeffrey Jaffe — an authority on investments, corporate finance, and money management — is a co-author of the best-selling textbook Corporate Finance, now in its 11th edition. He is also the co-author of Corporate Finance: Core Principles and Applications.

Richard Marston’s Portfolio Design: A Modern Approach to Asset Allocation is a classic, informing and advocating for talented, highly skilled professional advisors who can outperform indexes. He’s also author of Investing for a Lifetime: Managing Wealth for the “New Normal," which serves as a guide to the main investment decisions one makes throughout a lifetime.

Craig MacKinlay shares research on the predictability of stock prices as co-author of A Non-Random Walk Down Wall Street. In it, he reconsiders the “random walk hypothesis,” and directs investment professionals toward superior long-term investment returns through disciplined active investment management.

Program faculty share a passion for this material and, in particular, they enjoy teaching the investment professionals who regularly attend the CIMA^® education program at Wharton.

Topics include:

• Modern Portfolio Theory
• Behavioral Finance
• Alternative Investments
• Asset Allocation
• Manager Search and Selection
• Investment Policy
• Performance Measurement

Upon successful completion of this program, you may be eligible to receive credit toward Wharton’s Advanced Finance Program (AFP).

Convince Your Supervisor

Here’s a justification letter you can edit and send to your supervisor to help you make the case for attending this Wharton program.