Prepare for the CIMA® Certification Exam with an intensive workshop.
The CIMA® Certification Exam Prep Workshop from Chicago Booth is a review course that covers exam topics and provides a final wrap-up to tie all of the material together. This session is a supplement to the Chicago Booth CIMA Education Program*; not a substitute for the education program requirement. Choose from two format options: in-person or live-online.
Note: this is a supplement, not a replacement, for the CIMA Education Program. Learn more about Booth's CIMA Education Program here.
*INVESTMENTS & WEALTH INSTITUTE® is a registered mark of Investment Management Consultants Association Inc., doing business as Investments & Wealth Institute. CIMA® and CERTIFIED INVESTMENT MANAGEMENT ANALYST® are registered certification marks of Investment Management Consultants Association Inc., doing business as Investments & Wealth Institute.
This workshop is applicable to a wide range of financial professionals, including independent advisors, investment consultants, national and regional broker-dealer representatives, bank/trust employees, and investors.
Kathleen Fitzgerald is known at the University of Chicago as a superb educator. She 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.
She is currently teaching for the University of Chicago Booth School of Business and the University of Chicago Law School. Her past experience includes the University of Massachusetts, Rochester Institute of Technology, and several Universities in Barcelona, Spain.
Kathleen also holds the position of Director of Academic Support at the University Of Chicago Booth School Of Business in Chicago, London and Hong Kong in which she prepares students of Chicago Booth Executive MBA program for the rigors of Chicago’s quantitative approach to finance, economics, statistics, and marketing.
Her professional experience includes auditing and tax consulting at Ernst & Young, LLP and forensic accounting consulting at Chicago Partners.
Kathleen graduated from the University of Massachusetts in Amherst with a Bachelor’s Degree in Economics in 1990 and a MBA in 1994. She passed the Unified C.P.A. examination in 1994 and holds a Masters in Business Administration from the University of Chicago.
I believe my practice has improved greatly since attending the CIMA program. I’m now able to demystify portfolio management by better setting client expectations and moderating their behavior through financial education. Read about Alex's experience »
—Alexander DiMartini, CIMA®, Managing Director at SoundView Wealth Management Group LLC
I am very happy to report that I passed the CIMA exam! Although I was part of the educational program at another school, there is no way I could have passed without the Chicago Booth review program and having been also granted access to the Chicago Booth CIMA program educational materials and live session videos. Kathleen’s voice was a constant companion as I listened to classes driving and even while on family vacation. Thank you so very much!
—Alan P. Jesiel, CFP®, CIMA®, Vice President, Senior Relationship Strategist, PNC Wealth Management
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
I got the passing score I needed to finally achieve my CIMA credentials. I was and am still ecstatic about this accomplishment and absolutely credit it to the Chicago Booth workshop and team for helping me get here. I would tell anyone interested in the CIMA program or who is trying to finish the certification process that the Booth workshop is the way to go.
—Jen Litton, CDFA, CIMA®
Having the two day review class at Booth is a major differentiator from the other education programs. Having a two day intensive review upon completion of the material helped me identify areas of weakness that I needed to focus on before the exam and embolden my confidence in the material I knew well coming into the exam.
—Greg Goin CFP®, CIMA®, CLU®, CRPC® Advisory Solutions Director