Why Work With a CIMA® Professional?
When it comes to managing significant wealth, expertise matters. Certified Investment Management Analyst® (CIMA®) professionals stand out for their commitment to deepening their knowledge, refining their skills, and upholding the highest standards of ethical practice.
Earning the CIMA® designation isn’t easy—and that’s the point. It represents a serious investment in advanced investment management education and hands-on experience. CIMA® professionals are uniquely qualified to guide affluent clients through complex financial decisions, bringing a sophisticated understanding of today’s markets and products to every client relationship.
The Value Behind the CIMA® Designation
Education & Examination:
To become a CIMA® professional, candidates must complete a demanding education program at an approved institution, focused on advanced investment theory, portfolio construction, risk management, and due diligence. This is followed by a rigorous certification exam that ensures they can apply what they’ve learned to real-world investment challenges.
Experience:
CIMA® professionals must demonstrate at least three years of experience in investment management consulting before earning the designation. This means they have already spent significant time in the field—analyzing portfolios, recommending strategies, and guiding clients through sophisticated financial landscapes.
Ethics:
CIMA® designees are bound by a strict Code of Professional Responsibility. They are expected to act in their clients’ best interests at all times, with integrity, transparency, and objectivity. This ethical framework is central to every CIMA® professional’s practice—and central to the trust you place in them.
Continuing Education:
The investment world doesn’t stand still, and neither do CIMA® professionals. To maintain their certification, they must complete 40 hours of continuing education every two years—ensuring they remain current on market trends, regulatory developments, and evolving investment strategies.
What This Means for You
Choosing to work with a CIMA® professional means choosing someone with the advanced education and insight to truly understand your financial world—especially if your situation involves significant assets, complex portfolios, or higher tax brackets.
CIMA® professionals don’t just recommend investments; they evaluate them deeply, hand-picking options tailored to your unique goals, risk tolerance, and circumstances. Their training enables them to connect the dots between each element of your portfolio, so your investments work together in a cohesive, strategic plan.
Whether it’s navigating volatility, rebalancing allocations, or managing tax implications, a CIMA® professional has the tools and training to provide the high-level guidance affluent clients need—and deserve.
In short, a CIMA® professional brings clarity, strategy, and confidence to your investment decisions—so you can focus on your future, knowing your wealth is in expert hands.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
