CIMA Study Resources

QER VideoA number of resources are available to help candidates study for the Qualification and Certification Exams. Before beginning the study process, candidates in the CIMA certification program should complete the following four steps:

1. Download the Candidate Handbook.

2. Download IMCA’s Sample Formula Sheet for CIMA Certification. The formulae on this sheet are a resource only, and are not a substitute for understanding and applying the topics covered on the exams. This formula sheet, which is updated periodically, contains formulae that may be expressed differently by academic publishers and providers of study/review materials.

3. Review IMCA's Code of Professional Responsibility.

The following resources can help candidates study for the Qualification and Certification Exams. No single resource, however, is intended to provide exhaustive or comprehensive coverage of all topics found on the Qualification and Certification Exams. These resources are designed to enhance a candidate’s knowledge in the key areas taught in the CIMA certification program. Ultimately it is the candidate’s responsibility to determine how comfortable they are in their knowledge of the topics included the Candidate Handbook’s detailed content outlines for the exams.

IMCA Offerings:

  • Candidate Resource Center
    This online resource center is designed to help candidates prepare for the CIMA® qualification and certification exams by providing topic overview readings, section quizzes, practice exams, and other helpful resources. Free for candidates for CIMA certification who are also IMCA members.
  • The Investment Advisor Body of Knowledge + Test Bank: Readings for the CIMA Certification
    This comprehensive text is designed for CIMA® certification candidates and experienced investment advisors alike. Created in collaboration with Wiley, this resource helps certification candidates prepare and study for the CIMA certification process. The books content is aligned with the CIMA certification’s six core topic domains and covers the most relevant subject matter from expert practitioners and academics.

Independent Review and Overview Offerings

The following independent providers offer examination review, tutoring, and/or overview services to candidates and interested individuals.

The University of Chicago Booth School of Business
Investment Workshop Series: Preparation for CIMA Exams - Qualification Exam (level I) and Certification Exam (level III)
Rebecca Meyer, Associate Director: 312.423.8037
Executive Education main phone: 312.464.8732
Visit the website

Yale School of Management
Online program includes test prep material for:
Qualification Exam & Certification Exam
Jim Dobbs, CIMA®, CFP®, CPWA®, Program Director: 720.224.1530
Visit the website

Kaplan Financial Education
Online CIMA® Exam Prep for the Qualification Exam and Certification Exam
Call: 888.394.2069
Visit the website

Pierre Lemaire, ABD, CAIA®
Beta Educational Services, LLC
Visit the website

John Nersesian, CIMA®, CIS, CPWA®, CFP®
Visit the website

** Contact Eva Henninger for additional information

(Note: IMCA makes no assertion regarding the quality or knowledge of these providers. The providers offering these resources have no knowledge of the examination items included on the qualification or certification exams.)

Independent Self-Study Texts
The books listed in the Candidate Study Guide are a representative sample of texts available and are not to be considered recommendations.

In addition, the books included in the Guide have been used to reference exam item answers and may be helpful tools for candidates to familiarize themselves with the detailed content outline topics found in the Candidate Handbook.

Additional Resources

Calculator Resources —Candidates should familiarize themselves with an acceptable financial calculator. Guidance for using non-programmable calculators can be found on the independent websites: eLearnAbout or Calculator Tutorial Index.

IMCA Calculator Policy for the CIMA® Qualification and Certification Examinations:

IMCA will allow use of the following calculators on the CIMA® Qualification and Certification Examinations: HP 10b, HP 10bII, HP 10bII Plus, HP 12C, HP 12C Platinum, HP 17B, HP 17BII and HP 17BII Plus, as well as the Texas Instrument BA II Plus, BA II Plus Professional and BA II Plus Business Analyst. Newer and older versions of these calculators will be allowed for use.

Candidates are required to clear their financial calculator's memory prior to an examAny notes, including manually programmed formulas, will not be allowed in the testing area. If the calculator has notes/formulas printed on the calculator, or includes any other information, it must be removed or covered by solid color tape. Calculators are subject to inspection by test center staff.

IMCA does not endorse or recommend any specific model for use on the CIMA Qualification and Certification Examinations.