What is CIMA® certification?

Today’s investors expect a higher level of knowledge, experience and care from their wealth management advisor that goes above and beyond the basic requirements. The Certified Investment Management AnalystSM (CIMA®)certification is one of the most valued certifications in the wealth management industry, and helps advisors improve their practice and deliver an exceptional experience to clients.

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 is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.

Who should hire a CIMA® professional?

CIMA® professionals manage more assets and have more experience than most financial professionals. They are qualified to meet manage the wealth management needs of a variety of individual and institutional clients, including:

  • Individuals and their families
  • Nonprofit organizations
  •  Foundations
  •  Retirement plans
  • Taft-Hartley plans