Date, Location, & Fees
New dates coming soon
Description
The CIMA® certification is the only credential designed specifically for the financial professional who wants to attain a level of competency as an advanced investment consultant. In partnership with the Investments & Wealth Institute®, Wharton offers an intensive educational component of the program to prepare participants for the Certification Examination.
Highlights & Benefits
Audience
Financial professionals that have already submitted an application to the Investments & Wealth Institute®
Academic Director
N/A
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Experience the rigorous Wharton wealth management curriculum in a confidential setting with other affluent families. High net-worth investors from more than 50 countries have attended this five-day program offered in conjunction with the Institute for Private Investors (IPI) since 1999.
High net-worth family investors seeking education on how to better protect their wealth
Richard Marston, PhDJames R. F. Guy Professor Emeritus of Finance, The Wharton School
Accelerate your career by mastering multiple in-demand disciplines within the finance industry. This comprehensive, tailored learning journey takes you through six open-enrollment programs — each led by Wharton’s renowned Finance faculty. Upon completion, you will be granted highly sought-after Wharton alumni status.
Senior-level executives and high-potential professionals who wish to accelerate their career development in the area of modern finance; 10+ years of professional experience
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