Certified
Investment Management Analyst® (CIMA®): Accredited by American National Standards Institute (ANSI)
Qualification and Educational Requirements: Three years of financial services experience; and satisfactory record of ethical conduct, as determined by Investments & Wealth Institute Admissions Committee. Educational component offered by one of the approved Registered Education Providers, in-class program at The Wharton School, University of Pennsylvania, or online through Yale School of Management. Qualification examination and certification examination (online, proctored). Continuing education requirements: 40 hours every two
years.
