Certified Investment Management Analyst® (CIMA®) Certification

The Wharton School

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  • from 5 days
  • online, in person

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The Wharton School

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Who should attend

The CIMA® certification program requires that you meet all eligibility requirements, including experience, education, examination, and ethics. Before registering for the Wharton Executive Education program, you must submit a CIMA® application and fee to the Investments & Wealth Institute, and undergo a background check.

About the course

The Certified Investment Management Analyst® (CIMA®) Certification is the only credential of its kind designed specifically for financial professionals seeking to distinguish themselves as advanced investment consultants. It requires successful completion of the educational component followed by a passing score on the CIMA® Certification Exam.

Today, investment professionals turn to Wharton’s program for good reason. The immersive experience with Wharton finance faculty enables you to ask questions in real time and grow your network of industry peers. The program includes carefully selected pre- and post-program readings that help enhance learning and retention.

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 this professional 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.

Topics include:

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

Experts

Jeffrey Jaffe

Education PhD, University of Chicago, 1972; MBA, University of Chicago, 1971; BA, University of Chicago, 1968 Career and Recent Professional Awards; Teaching Awards Outstanding Professor Award, Evening School, 1990 Academic Positions Held Wharton: 1973-present. Jeffrey F. Jaffe and Anup Agrawal ...

Craig MacKinlay

Education PhD, University of Chicago, 1985; MBA, University of Chicago, 1983; MBA, University of Western Ontario, 1980; BS, University of Western Ontario, 1978 Career and Recent Professional Awards; Teaching Awards Oxford University Press Century Publication Celebration 100 Best Papers of All Tim...

Richard Marston

Education PhD, Massachusetts Institute of Technology, 1972; BPhil, University of Oxford, 1968; AB, Yale University, 1966 Career and Recent Professional Awards; Teaching Awards German Marshall Fund Fellow, 1981; Sanwa Bank Award, 1992 Academic Positions Held Wharton: 1977present (Director, Weiss C...

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Certified Investment Management Analyst® (CIMA®) Certification at The Wharton School

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