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 CIMA professional integrates a complex body of investment knowledge to provide objective investment advice and guidance to individuals and institutions. That knowledge is applied systematically and ethically to assist clients in making prudent investment decisions.

The CIMA certification program requires that candidates meet all eligibility requirements, including experience, education, examination, and ethics. There are five steps you must complete to earn the certification:

1. Submit CIMA Certification Program Application, fee, and undergo background check
2. Pass the online Qualification Examination
3. Schedule into and complete education program with Registered Education Provider
4. Submit Certification Examination Application and fee and pass the online Certification Examination
5. Sign licensing agreement, submit initial certification fee, and agree to adhere to IMCA’s Code of Professional Responsibility, Standards of Practice, and Rules and Guidelines for Use of the Marks.

Applicants must complete and submit the CIMA Certification Program Application and application fee (for current application fees, click here). The application requests contact information, work experience including the details of three years of financial services experience, and disclosure of any complaints and regulatory actions. Submission of an application will result in a background check conducted by IMCA’s legal staff. Applications are valid for two years from the date they are processed by IMCA. Apply today by downloading the application or learn more about the program through the Candidate Handbook.