I am a Certified Investment Management Analyst® (CIMA®) professional. The CIMA® certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge.

In the process of earning my CIMA® certification, I completed a Certificate in Investment Management Theory and Practice from Yale’s School of Management. Once I passed the examination for the CIMA® certification, my growth and education does not end there. The Continued Competency aspect for my CIMA® certification and my professional practice in general is forty hours of continuing education credit hours necessary to maintain my CIMA® certification in addition to personal study. (This does not include the additional education and continuing education requirements to maintain my FINRA series 7, 66 securities registration as well as Accident, Life, and Health Insurance license with additional Long-Term Care, Variable Life and Variable Annuity requirements.)

Recently, the standards and education organization that oversees my certification changed their name, from the Investment Management Consultants Association® (IMCA®) to the Investments & Wealth Institute®.   

Please review this brochure for an outline of what the CIMA® certification is and what it takes to earn certification, including the four “E’s”: education, ethics, experience, exam.