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Certified Investment Management Analyst (CIMA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Investments & Wealth Institute
Qualification and Training Requirements
Prerequisites

Candidates must have at least three years of financial services experience and a satisfactory record of ethical conduct, as determined by Investments & Wealth Institute Admissions Committee.

Designation Training Requirements

Executive education course through the Investments & Wealth Institute or a CIMA education provider, The University of Chicago Booth School of Business or Yale School of Management

Designation Exam Type

Online or in-person proctored final certification exam

Continuing Education Requirements

40 hours every two years

Verification and Complaints
Online Designation Resource

Online at IWI Investment Help

Investor Complaint Process

Submit grievance form via mail. See File a Complaint.

Published List of Disciplined Designees

Online at Disciplinary Rules and Procedures