IDEAS
The financial services industry recognizes the CIMA certification as the standard for advanced investment consulting. The CIMA credential communicates to clients and peers that the consultant has completed a rigorous process reflecting a high level of competency, professionalism, and investment expertise. Click here to download a brochure about the program.
Return On Investment
Enhanced knowledge and advanced investment techniques can improve your practice and your clients’ overall experience. The average CIMA professional…
- Manages more than $292M in assets
- Works with 200 clients, both individual and institutional
- Retains 98.7 percent of clients, even during a recession
- Grows their client base at a rate of 6 percent per year
- 84 percent have more than 10 years’ experience in managing investments
- 36 percent have a master’s degree or higher
- 98 percent value the CIMA credential enough to renew their license every two years
The following testimonials provide more insight on how the CIMA certification can bolster your business and help you be a cut above.
“The curriculum leading to the CIMA certification uniquely provided the advanced investment education I needed as an already reasonably well-educated, experienced financial planner. Our clients have benefited from this increased knowledge and the expense was worth every penny.”
-Stewart S. Koesten, M.S.F.S., CIMA®, CLU, ChFC, AIF®, AEP, President, KHC Wealth Management Services
“The CIMA credential first and foremost provided me with a much deeper understanding of the complexities involved with investments and modern portfolio theory, thereby giving me confidence through knowledge. The professional knowledge and confidence obtained through the experience is complemented by the prestige and recognition from peers, clients, and prospective clients. I would highly recommend obtaining the CIMA license.”
-Glen E. Danahey, CIMA®, AIF®, ChFC, Senior Vice President, KeyCorp Nonprofit Services
“The CIMA certification helps in more ways than you can image. It gives the appearance of professionalism and the assumed knowledge that comes with the certification, to be followed by the deeds and actions that prove these assumptions are correct. But even more importantly, it provides real credibility in light of the current ‘Madoff environment.’”
-Joseph Labella, CIMA®, CAIASM, Director of Investments, Diefendorf Capital Planning Associates
“As an analyst for an RIA, I think the certification has been a solid plus for our firm. It is reassuring for our clients to know that we've got someone with the skill set focused on conducting ongoing due diligence and keeping abreast of issues with their money managers.”
-Matt Garrott, CIMA®, Senior Analyst, Fairway Wealth Management
“The CIMA certification has given me many additional tools and analytics to use in the ongoing due diligence and monitoring of my clients’ accounts. My clients understand that I have made an additional commitment to their financial wellbeing.”
-Bob Castellini, CIMA®, Senior Vice President, Morgan Stanley Smith Barney
“Prospective clients appreciate the fact that I have the CIMA credential because it adds a high level of professionalism to the process. Existing clients appreciate the fact that they have a relationship with a person who continues to educate himself on the investment process.”
-Mark Gottlieb, CIMA®, Investment Consultant, Raymond James Financial Services, Inc.
“The CIMA credential helps put prospective clients at a bit more ease during initial meetings. In this environment, you want to have all the edges possible and the CIMA certification gives me that edge.”
-Sam Paglioni, CIMA®, Owner, Integer Wealth Advisors Group LLC
“My involvement with IMCA and attaining my CIMA certification has been the single most important career builder for me. It enabled me to be considered for senior management roles. As a senior leader it gave me the knowledge that made me more client-focused.”
-Bill Taylor, CIMA®, CPWA®, Senior Vice President, Pioneer Investments
