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CIMA® Certification (Certified Investment Management AnalystSM)

Overview:

The CIMA® designation is designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.

Educational Requirements:

Educational component is offered through Wharton School at the University of Pennsylvania. Topics include modern portfolio theory, asset allocation, manager search and selection, investment policy, and performance measurement.

Prerequisites/Experience:

Candidates must pass a Qualification Examination prior to enrolling in the education program and undergo a background check through IMCA.

Ethics:

CIMA® designees must abide by the Code of Professional Responsibility and the Standards of Practice. The full text of these may be found by visiting: http://www.imca.org/main/do/imcaguidebook

Examinations:

Certification exam is administered at designated times during the year at national testing centers.

Continuing Education:

40 hours of continuing education, including two ethics hours, required every two years.

Enforcement:

Public disciplinary process is available online: http://www.imca.org/main/do/disciplinaryactions

Accreditation:

The CIMA® credential is accredited by the American National Standards Institute (ANSI).

File a Complaint about a Designee:

Consumers may file a complaint by downloading a grievance form from http://www.imca.org/main/do/get_page/pageID/94 and mailing it to:

IMCA
Attn: Complaints
5619DTC Parkway, Suite 500
Greenwood Village, CO 80111

Issuing Institution:

The Investment Management Consultants Association grants the CIMA® designation.



Note: The American College is providing this information as a public service. It is correct to the best of our knowledge, but we neither guarantee its accuracy nor endorse any credentials for which we are not responsible as a credentialing organization.

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