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CIMA® Certification 2017-05-22T01:05:18+00:00

CIMA® Certification

Certified Investment Management Analyst®

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What is CIMA Certification?

There are hundreds of credentials in the financial services marketplace—with varying degrees of credibility—creating an alphabet soup of convoluted acronyms and information overload. Today’s investors expect a level of knowledge, expertise, and care from their advisor or consultant that is above and beyond what’s minimally required. The Certified Investment Management Analyst® (CIMA®) certification, offered by Investment Management Consultants Association® (IMCA®), certifies advisors who have successfully met voluntary initial and ongoing standards to provide objective investment advice and guidance to individuals and institutions.

CIMA professionals are elite advisors who apply advanced investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions. They provide objective, transparent, fair investment advice to the investors they serve.

What does ANSI accreditation mean for you?

The CIMA certification is the only financial services credential in the U.S. accredited by the American National Standards Institute (ANSI) international standard (ISO 17024) for personnel certification, and has maintained that level of certification since 2011. ANSI accreditation demonstrates that the CIMA certification process consistently distinguishes those who meet a level of investment management competency and skills from those who do not. ANSI exists in part to help assure the safety and health of consumers like you.

What is required to earn and Maintain CIMA Certification?

  • Document at least three years of financial services experience.
  • Pass a series of background checks.
  • Pass comprehensive examinations.
  • Complete an educational program from a top-20 business school.
  • Agree to adhere to an ethical code of professional responsibility and complete 40 hours of continuing education every two years, including two ethics hours.

What does a CIMA professional know that other advisors don’t?

Knowledge Domains

  • Governance
    • IMCA Code of Professional Responsibility
    • Regulatory Considerations
  • Fundamentals
    • Statistics & Methods
    • Applied Finance & Economics
    • Global Capital Markets History & Valuation
  • Portfolio Performance & Risk Measurements
    • Attributes of Risk
    • Risk Measurements
    • Performance Measurements & Attribution
  • Traditional & Alternative Investments
    • Traditional Global Investments (Equity & Fixed Income)
    • Fixed-Income Vehicles
    • Foreign Exchange Market
    • Alternative Investment
    • Options, Futures, and other Derivatives
    • Tools & Strategies Based on Technical Analysis
  • Portfolio Theory & Behavioral Finance
    • Portfolio Theories & Models
    • Behavioral Finance Theory
  • Investment Consulting Process
    • Client Discovery
    • Investment Policy Statement (IPS)
    • Portfolio Risk Management Strategies
    • Manager, Search, Selection & Monitoring
    • Perform Portfolio Review and Revision Process

What does the IMCA Code of Professional Responsibility Mean to me?

The IMCA Code of Professional Responsibility was adopted to promote and maintain the highest standard of personal and professional conduct in the investment and wealth management profession. The IMCA Code serves to assure public confidence in the integrity and service offered by professional investment and wealth advisors. IMCA professionals build trust, exhibit credibility, and foster accountability as they act in the best interest of clients.

Why should I hire a CIMA Professional?

Don’t entrust your financial security to just anyone. Choose an advisor with the deepest level of investment knowledge available today, who is committed to meet an ongoing continuing education requirement and who will adhere to a code of professional responsibility. Choose a CIMA professional to help navigate and secure your financial future.

When it comes to your investment decisions, you need someone on your side who demonstrates a higher level of investment-specific education. You need a CIMA-certified investment professional.

Click the image below to download the ‘Investor Sentiment’ .PDF

Click here to download the 'Investor Sentiment' .PDF

DO YOU HAVE THE RIGHT FINANCIAL PLANNER?

Depending on financial goals, some advisors may not be suitable to handle your objectives. Working with the wrong advisor can limit your access to other professionals, products, and services, increase your risk of you accomplishing your goals; which is sure to complicate matters opposed to simplifying them.

“Thorough Knowledge Empowers Sound Counsel” is a belief that Will Thomas integrates into the work he provides for his clients. As a Certified Financial Planner (known as the Gold Standard of Financial Planners), Certified Investment Management Analyst and Certified Trust and Financial Advisor, Will Thomas III, CFP® CIMA®, CTFA is able to provide the highest quality of financial planning advice & expertise to his clients.

With so many advisors to choose from, let Will Thomas & the Liberty Group narrow your search for a financial advisor down to one Advisor in Washington DC.

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