CIMA® Education Providers and Class Schedule

The CIMA® certification education program is offered in partnership with several prestigious business schools.

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Get your questions about the CIMA® Certification answered live on July 30, 2025.

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Education providers

Yale, Chicago Booth and Portfolio Construction Forum all champion the CIMA curriculum and apply their own unique approaches to delivering the course content in a meaningful way and through a variety of formats. Apply to the program that best suits your educational needs.

All inquiries regarding the education program fees, class schedules, assessments and other policies, should be referred directly to the education provider. Contact information for each provider is listed below.

Enrollment Deadline

Self-Study Period

Capstone

Additional Information

North America

Investments & Wealth Institute, CIMA Signature

July 31, 2025

August—October 2025

November 10—12, 2025

University of Chicago Booth School of Business

August 18, 2025

August—September 2025

September 10—December 17, 2025

Yale School of Management

Continuous Enrollment

Ongoing

Variable (Virtual Access)

International

Portfolio Construction Forum

March 1 (Annually)

March—September

Ongoing

Please note: the Portfolio Construction Forum program is specifically designed for and suited to those resident in the Asia Pacific region, and is directly connected with the Investments and Wealth Institute international affiliate CIMA Society Asia Pacific

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Leverage the Strength of Committed CIMA® Educators*

* Please note that faculty and lecturers at partner institutions are subject to change.

“I learned about Investments & Wealth Institute about 20 years ago and found they have deeper, richer content in their journals and conferences than some other certifying organizations. And they have two of the only financial advisor certifications that are accredited at the highest levels, including global accreditation. That was important to Yale in deciding which certification we wanted to support with our education program.”

Jim Dobbs, CIMA®, CFP®, CPWA®
CIMA® Program Director, Yale School of Management

CIMA Process and Costs

Simple registration, predicable costs, and clear steps pave your way to Certified Success.

Learn about the process and costs related to becoming CIMA® certified.

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IWI Foundation Scholarships

Investments & Wealth Foundation scholarships are designed to reduce the barriers for entry into CIMA®, CPWA®, and RMA® certification programs.

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IWI raises the standard with advanced certifications - CIMA®, CPWA®, and RMA® - that deliver industry-leading education with real-world application.

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