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?
- IMCA Code of Professional Responsibility
- Regulatory Considerations
- 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.