Course Title:

Certified Investment Management Analyst (CIMA)


The Wharton School, University of Pennsylvania

Philadelphia, Pennsylvania, United States

Course format: Classroom

This two-part program focuses on the required topics to prepare you for the CIMA Certification Examination. The program begins with a self-study Level 1 program with an exam. The Level 2 program and exam are completed at one of several week-long programs throughout the year at Wharton. Through highly interactive, daily review sessions, you will learn to apply, process and retain the necessary information to pass the Certification Examination.

Topics covered include:
Modern Portfolio Theory
Asset Allocation
Manager Search and Selection
Investment Policy
Performance Measurement

The program culminates with a final exam. You must pass this exam to successfully complete the education component.

After completing this intensive program, you will be fully prepared to take the Certification Examination. Participants who pass the Certification Examination join a select group of professionals who have earned this internationally recognized credential.

Wharton Executive Education has partnered with the Investment Management Consultants Association (IMCA) for more than 20 years to offer the educational component of the CIMA certification process. Wharton&,#146,s CIMA program provides the knowledge necessary to ensure that you are fully prepared to take the final CIMA Certification Exam.

The CIMA certification offered through this program provides you with significant benefits, including:
Financial services industry recognition of the CIMA certification as the standard for advanced investment consulting.
A respected credential that communicates to clients and peers your high level of competency, professionalism, and investment expertise.
Enhanced knowledge and advanced investment techniques that can improve your practice and your clients&,#146, overall experience.

Elements of this syllabus are subject to change.

Please visit the school's official website or social networks for the latest training price and schedule.

Phone No.: 19104-6359

School Address/Venue(s):

255 South 38th Street
Philadelphia, PA 19104.6359

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