Certified Investment Management Analyst® certification

10/03/2025

I am proud to announce obtaining CIMA® certificate (Certified Investment Management Analyst® certificate) which will contribute to even more efficient servicing of High-net-worth individual clients.

The study program was perfectly balanced with an emphasis on the practical side. The diagram above shows the core topics which are:

  • Fundamentals
  • Investments
  • Behavioral Finance, Portfolio Theory and Construction
  • Performance Analysis
  • Portfolio Implementation and Consulting Process


There were plenty of maths in the program, approx 50 formulas on the formula sheet and other around 40 formulas which should be memorized.

I personally spent 175 learning hours within this educational program with Yale and it was really enriching.


What is CIMA® certification?❓
🟢 CIMA® mark = Certified Investment Management Analyst® certificant
🟢 It is the highest level of investment education for client-facing advisors
🟢 Program for advanced investment professionals such as advisors, consultants or analysts who work with U/HNWIs
🟢 The certification program was introduced in 1988
🟢 More than 9,000 certificants around the world
🟢 Administered by Investments & Wealth Institute


Why did I choose CIMA® certificate?❓
There are several certifications for investment management professionals (CFA, CAIA, CFP, CEFA, CIPM and some others) so here are the main reasons why CIMA® certificate is a great choice from my point of view:
✅ Educational program provided by Yale School of Management
✅ Very practical and updated curriculum without unnecessary theory
✅ Possibility to study fully online and setting your own individual study plan
✅ Mandatory continuing education of 40 hours / every 2 years which is a commitment to the industry to follow the current trends and lifelong learning journey (rare in the industry to this extent)
✅ Only 1 challenging exam (4 hours long)