Certified Investment Management Analyst® Certification Program

It’s not easy for investors to make their own quality financial decisions today. Successful long-term investment planning is too complex, specialized and challenging to be an avocation for a population of do-it-yourselfers and day-traders.
CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors 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.
Watch CIMA certification holders explain why the certification has been a difference maker in their careers, given them the confidence to handle complex situations, and gain more satisfaction.

ANSI Accreditation 

Since April 2011, CIMA certification has been recognized as the only financial services credential in the U.S. to have met an international standard for personnel certification (ISO 17024) and earned accreditation by American National Standards Institute. Click here to learn more, and click here for six reasons to earn CIMA certification.

The CIMA certification program covers five core topic areas and requires that candidates meet all eligibility requirements, including experience, education, examination, and ethics. Applicants must complete five steps in order to earn the certification.
The CIMA certification program also requires that certificants complete three certification renewal requirements during each certification renewal period. More information about those requirements can be found in the CIMA Renewal section of IMCA’s website.
Impartiality Statement
Investments & Wealth Institute, formerly IMCA, and its management are committed to ensuring that its certification and other activities are undertaken impartially, objectively, and fairly. To this end, the Institute’s policies, procedures, and actions are applied evenly to all persons. The Institute also manages conflicts of interest, and ensures that its activities and decisions are not adversely influenced by irrelevant factors. The Institute further is committed to ensuring that its certification activities are independent of its other activities, and that its decisions at all phases of certification are made without bias or prejudice and based entirely upon the criteria for certification.
Certificants and candidates can file a complaint with IMCA about certification policy, practice, or decisions. Complaints must be in writing, and can be submitted by email, mail, or fax to IMCA. Complaints must originate directly from the certificant or candidate. CIMA®, CIMC®, and CPWA® certificants should click here to download the appropriate form;  CIMA® and CPWA® certification candidates should click here to download the appropriate form.