What is a Certified Investment Management Analyst (CIMA)?

They’ve become experts in a variety of advanced investment and portfolio management areas including investments, risk and return, portfolio theory, behavioral finance and portfolio construction. In most cases, it takes anywhere between 9 to 12 months for financial professionals to earn the CIMA designation as they must meet rigorous education, experience and exam guidelines.

What is a Certified Investment Management Analyst (CIMA)?

Should You Hire a CIMA?

A CIMA has the advanced investment expertise and depth of financial knowledge that may help you if you:

As an individual with a high net-worth, you want to ensure your finances are in the hands of an advisor who has met rigorous certification standards and abides by a code of ethic.

Are a High Net-Worth Individual:

You can trust a CIMA to construct and manage a portfolio on your behalf.

Would Like Expert Support with Portfolio Management:

If your financial situation is complex because you own a business, have undergone a major life milestone like a divorce or inheritance or have accumulated significant wealth, a CIMA can guide you through it.

Have Complex Financial Challenges:

What Does it Take to Earn and Maintain the CIMA?

- CIMA Education Requirements

- CIMA Experience Requirements

- CIMA Exam

- CIMA Continuing Education Requirements

- CIMA Code of Ethics

Those who hope to earn a CIMA designation must fulfill certain requirements.

How To Find The Best Certified Investment Management Analyst For You