Executive Education

Certified Investment Management Analyst® (CIMA®) Certification

CIMA® certification is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment advisor or consultant. Chicago Booth is a Registered Education Provider for the education program requirement in the certification process.

Certification Program Dates:

 Please check back soon for 2019 dates.

CIMA® Certification Exam Workshop: September 11 - November 3, 2018

Are you looking for a way to structure and focus your study for the Certification Exam? Chicago Booth offers a workshop series that will help you prepare for the CE. Learn more about the workshop here.

Since April 2011, CIMA® certification has been recognized as the only financial services credential in the US to meet an international standard for personnel certification (ISO 17024) and earn accreditation by the American National Standards Institute.

Administered through the Investments & Wealth Institute®, CIMA® certification is the only credential designed specifically for advanced investment consultants. CIMA certification signals that a professional has completed the rigorous program and has achieved a high level of competency, professionalism, and investment expertise. Chicago Booth is a Registered Education Provider for the education program requirement in the certification process.

The Booth Advantage 

Proven methods
As the exclusive education provider of the Investments & Wealth Institute's Certified Private Wealth Advisor® (CPWA®) certification, Chicago Booth brings years of experience educating investment professionals for success.

Valuable mix of top Booth faculty and experienced practitioners
Given the extensive CIMA curriculum, our program assembles seven experts to cover the content–a number that is unmatched by any other education provider. The program is taught by top Booth faculty as well as practitioners who have their CIMA.

More content for your money and benefits of in-class and online learning
The Booth program is comprehensive, dedicating time to cover each major topic area outlined by the Investments & Wealth Institute in the CIMA Candidate Handbook. With five full-days of content and the exam on Saturday morning, Booth offers more in-class time than any other provider. Tuition includes the Investments e-book and online learning platform as well as two online pre-program review sessions with Professor Kathleen Fitzgerald.

The "Chicago Approach™"
Our faculty will challenge you to question assumptions, separate fact from fiction, and analyze information – and to recognize when it’s time to reevaluate. Their teaching approach is rigorous, interactive, and dynamic.

Steps to Certification:

The CIMA certification program requires that candidates meet all eligibility requirements, including experience, education, examination, and ethics.

Step 1: Submit CIMA Certification program application to the Investments & Wealth Institute
Step 2: Pass qualification examination
Step 3: Complete Booth CIMA education program
Step 4: Pass certification examination
Step 5: Sign licensing agreement and adhere to the Investments & Wealth Institute Code of Professional Responsibility and Rules and Guidance for use of the marks

If you have not yet begun the CIMA certification process or would like more information about the Investments & Wealth Institute's advanced certification qualifications, please contact Investments & Wealth Institute directly at (303) 770-3377 or visit www.investmentsandwealth.org.

Program Dates:

Please check back for 2019 dates.

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John C. Heaton

Joseph L. Gidwitz Professor of Finance; Deputy Dean for Faculty

John C. Heaton studies asset pricing, portfolio allocation, and time-series economics. He first became drawn to this area because he was "intrigued by the idea of understanding economic phenomena both to guide policy and to help people make better decisions." His research in these areas has earned him numerous fellowships, including an Alfred P. Sloan Research Fellowship from 1993 to 1995.

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Lubos Pastor

Charles P. McQuaid Professor of Finance

Lubos Pastor is Charles P. McQuaid Professor of Finance at the University of Chicago Booth School of Business. He is also a Research Associate at the National Bureau of Economic Research and a Research Fellow at the Centre for Economic Policy and Research. In addition, he serves as an Associate Editor of the Journal of Finance, Journal of Financial Economics, and Review of Financial Studies.

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Pietro Veronesi

Roman Family Professor of Finance

Professor Pietro Veronesi has been a part of the University of Chicago's teaching faculty since 1997, and currently is the Roman Family Professor of Finance and Robert King Steel Faculty Fellow. Veronesi conducts research that focuses on asset pricing, stock and bond valuation under Bayesian uncertainty and learning, and equilibrium models of return predictability. Veronesi is a research associate of the National Bureau of Economic Research and a research fellow of the Center for Economic and Policy Research.

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Ira S. Weiss

Clinical Professor of Accounting and Entrepreneurship

Ira Weiss specializes in tax strategy, financial accounting, mutual fund taxation, and private equity investing. He teaches advanced MBA courses in both tax strategy and entrepreneurship at Chicago Booth, and helps support the entrepreneurial community through his work as the faculty director of Hyde Park Angels, an angel investing group affiliated with the Polsky Center for Entrepreneurship.

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Kathleen Fitzgerald

Adjunct Associate Professor of Strategic Management

Kathleen Fitzgerald brings a remarkably wide array of experience as an educator and a practitioner to the classroom. She has taught courses in Investments, Corporate Finance, Financial Accounting, Money and Banking, International Finance and Financial Management.

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Scott G. Thayer, CIMA®

Scott Thayer is an Institutional Consulting Director - Investments with Graystone Consulting in Santa Rosa California. Scott started his career at EF Hutton in 1983 after leaving his position at Chico State University lecturing in Finance and Investments. Scott is focused predominantly on the advice and management of Non-Profit Foundations, both in the US and abroad. Throughout his career, he has been recognized both by the industry and his peers as a thought leader.

The University of Chicago has a well-planned approach to teaching the CIMA curriculum. All of the important concepts are covered in a clear, concise format. The professors really want to make sure you understand the material and go to great lengths to provide intuition behind some of the math concepts. The class is very interactive and the faculty make themselves easily accessible throughout the class. I strongly recommend this program to anyone considering attaining the designation.

- Todd Muentzer, CIMA®, ETF Specialist


This was a great overall experience.  Kathleen does a great job presenting and reviewing the content.  It was also beneficial to connect with other students preparing for the exam.

- Jon Maldonado, Financial Advisor, UBS Financial Services


Excellent program with in depth analysis of calculation needed for course material.

- Robert Filetti, Robert Baird


 This class was far above my expectations.  This is a great value for the cost.

- Alicia Frye, Regional Business Consultant, Symmetry Partners


There are very few people that I have met that have a true depth of knowledge in their field.  Kathleen is one of them.  She is amazing in her understanding of the concepts.

- Program past participant

2019 program details coming soon.

CIMA® Certification Exam Workshops

Are you looking for a way to structure and focus your study for the Qualification Exam (QE) or Certification Exam (CE)? Do you learn best through live interaction and practice? This series will help you prepare for the CIMA exams by combining online and in-person workshops. These sessions use the same teaching methodology that has been tested and proven highly effective in the Booth CIMA Education Program. 

Who Should Attend

CIMA candidates who are preparing for the Qualification or Certification Exam. This workshop series is applicable to a wide range of financial professionals, including independent advisors, investment consultants, national and regional broker-dealer representatives, and bank/trust employees.

Learn More & Register

To learn more, visit the CIMA Certification Exam Workshop page or contact Rebecca Meyer.