Investors face increasingly complicated choices. They want specialized advice that’s relevant to them, and that they can act on with confidence. Advisors with the right kind of knowledge and skills to help clients effectively navigate this complex investment landscape have an exceptional opportunity. However, the thought that every financial advisor is “certified” is just not true.

Certified Investment Management Analyst® (CIMA®) is a professional certification for financial advisors and investment consultants in advanced portfolio construction. The program requires completing a sophisticated investment curriculum to help you meet the real world needs of individual and institutional investors. Additionally, CIMA® executive education is taught exclusively at some of the world’s most prestigious business schools.

HOW THIS BENEFITS YOU

Through the Institute Code of Professional Responsibility, CIMA® professionals agree to:
1.    Act in the best interest of the client; and
2.    Disclose services to be offered and provided, related charges and compensation; and
3.    Disclose the existence of actual, potential and/or perceived conflicts of interest; and
4.    Provide information needed to make informed decisions; and
5.    Respond to client inquiries and instructions appropriately, promptly, completely and truthfully; and
6.    Maintain confidentiality of client information; and
7.    Provide competent service by truthful representation; and
8.    Comply with all legal and regulatory requirements; and
9.    Maintain a high level of ethical conduct.