The Booth Advantage
Program format - a hybrid approach
For a comprehensive learning experience, candidates will gain access to course content in multiple formats: live online, on demand, and in person. You will begin the program by attending several pre-course sessions live online before launching into the on-demand content. Woven throughout the course, live problem-solving sessions online allow you to apply concepts in real-time, get your questions answered, and keep your study on track. The program concludes with an optional last chance boot camp, a 2-day session in downtown Chicago.
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 a CIMA professional.
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. You will receive clear instruction and access to a curriculum designed to build a solid understanding. It is an approach with a proven track record: more than 85% of candidates who have studied at Chicago Booth have earned their CIMA.
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
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.
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: Complete Booth CIMA education program
Step 3: Pass certification examination
Step 4: 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.