Certified Investment Management Analyst® (CIMA®)

Issued by: Investments & Wealth Institute (formerly IMCA)

Longview team members holding this credential include Jeff Cedarholm and Wes Johnson.

From the Investments & Wealth Institute website:

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. CIMA certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA certification stands out among the other financial certifications for its effective emphasis on the combination of theory and practical application.

Continuing education requirement includes 40 hours every two years.

Requirements include the four E’s of Education, Examination, Experience, and Ethics.

The Education requirement for attaining the CIMA® certification required candidates toenroll in an education program offered by one of the following:

  • The University of Chicago Booth School of Business
  • The Wharton School, University of Pennsylvania 
  • Yale School of Management

Candidates must complete spend time studying sophisticated investment and portfolio management areas, including:

  • Fundamentals
  • Investments
  • Portfolio Theory and Behavioral Finance
  • Risk and Return
  • Portfolio Construction and Consulting Process

The Examination is a stringent five-hour examination designed to assess the candidate’s ability to understand a breath of information.

The Experience requirement ensures CIMA® professionals have at least three years of relevant financial services experience and a clean regulatory record.

The Ethics requirements ask designation holders to complete the compliance requirement – indicating continued adherence to the Institute’s Code of Professional Responsibility, and Rules and Guidelines for Use of the Marks, as well as disclosing any federal/state regulatory actions or complaints, every two years.


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