WHAT IS CIMA CERTIFICATION? Certified Investment Management Analyst® (CIMA®) certification is an advanced professional credential, tailored for wealth management practitioners who specialize in sophisticated portfolio construction and investment consulting. It is one of the only professional certifications in financial services to meet international accreditation and quality standards.
Mary earned her CIMA® designation through the Wharton School of Business in 1999. CIMA® advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management and portfolio construction topics. The CIMA® advisor learns sophisticated, technical investment concepts and how to apply them for individual and institutional clients.
The CIMA certification process is accredited by ANAB (ANSI National Accreditation Board) as valid, reliable, fair, transparent, and objective under an international standard for personnel certifications. ANAB accreditation requires the highest standards of excellence and rigor in professional certification programs — ensuring that investment management professionals holding the CIMA® designation have attained a set of skills and level of competency that is truly distinct from those who do not.
These standards are continuously updated and optimized through a rigorous Job Task Analysis protocol, conducted regularly by the Investments & Wealth Institute. This process involves in-depth consultations with leading investment advisors and psychometric experts to pinpoint the knowledge and skills needed to excel in today’s complex financial landscape.
WHY SHOULD I WORK WITH A CIMA® PROFESSIONAL? CIMA® certified professionals possess a versatile skill set, including knowledge of advanced statistics, applied finance, global capital markets, diverse investment vehicles, portfolio theory, behavioral finance, and risk management.
