The Certified Investment Management Analyst® (CIMA®) certification program is for professionals who integrate a complex body of investment knowledge to provide objective advice and guidance to individual and institutional investors. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.
The Certified Private Wealth Advisor® (CPWA®) certification program is an advanced credential created specifically for wealth managers who work with high-net-worth clients focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the CPWA certification learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
If you would like to learn more about how the CIMA or CPWA certifications can impact your business, complete the below information request form now.