Yale School of Management

Investment Management Theory & Practice

A CIMA® Certification Registered Education Course (online)

Build your business with Yale’s comprehensive and convenient path to CIMA certification

[Upcoming Webinar] Intro to Yale’s Online CIMA Course (July 8 at 4:00 PM EDT): Register

The prestigious Certified Investment Management Analyst® (CIMA) certification can be a key advantage for investment professionals. Yale School of Management’s fully online Investment Management Theory and Practice program can help you ensure you’ve positioned yourself for success.

Key Benefits

  • Learn from leading Yale faculty and industry experts.
  • Complete the certification process faster and more conveniently with our unique, start-to-finish online program.
  • Study materials specifically designed to help you prepare for and pass the CIMA certification exam delivered in a variety of tools suited for various learning styles.
  • Earn a certificate of completion from Yale School of Management.

Who should enroll?

Ideal candidates for CIMA Certification include: investment advisors, investment consultants, financial advisors, financial planners, asset and wealth managers, and financial services professionals. Note – this program should be considered intermediate to advanced. Program participants are expected to have an elementary understanding of statistics, economics, time-value-of-money, and investment principles prior to enrolling.

Why Choose Yale?

  • Ongoing enrollment allows you to begin whenever you are ready.
  • The asynchronous nature of this program allows you to study and complete certification at your own pace. Fast or slow, it’s completely up to you.
  • Join the market leader. Most CIMA candidates chose the Yale online program.
  • CIMA candidates from Yale have demonstrated higher pass rates on the certification exam.
  • According to third-party student survey results, program participants give the program an overall rating of 4.84/5.00 for efficacy, 4.82/5.00 for helping them prepare for the certification exam, and a participant support rating of 4.86/5.00.
     

CIMA candidates may enroll in the Investment Management Theory and Practice online program at any point during candidacy. CIMA registration number required at time of enrollment.  If you are not yet a CIMA candidate in good standing, please start the process here.

PROGRAM DETAILS

Program Fee:  $4,500
Location:  Online course
Format:  Video lectures supplemented by proprietary study materials to enrich learning.
Participants are given access for 365 days or whenever they complete the certification process (whichever comes first), but most should complete the entire process within 4-6 months.

Download Brochure »

Register Now »


Continuing Education Credits: Completing the Yale CIMA course requirements qualifies for 28 CFP CE hours and 40 hours of CPWA CE.

PROGRAM CONTACT

For certification or content-related questions, please contact:
Jim Dobbs, CIMA®, CFP®, CPWA®
Yale CIMA Program Director
jim.dobbs@yale.edu

For registration or enrollment-related questions, please contact:
Emily Kuzma
Yale Executive Education Operations Coordinator
emily.kuzma@yale.edu

Testimonials

Thank you! The course and exam prep materials were great given the breadth of the topics the test covers. I have already recommended it to a couple other people contemplating the exam! We have generally pushed employees toward the CFA. After going through the course, I think CIMA will be a good fit (if not better!) alternative for our client facing teams.” 
 Richard P.

I completed the Yale coursework and took the CIMA certification exam the following Monday. I passed and it was a great feeling. I wanted to personally thank you for everything. The course did a tremendous job of helping me prepare for the exam and apply my new skills in practice as well. I can honestly say I enjoyed every step of the way. Thank you for making everything easy to comprehend and guiding me through the course.” 
 Brandon H.

I wanted to let you know that I PASSED today...THANK YOU so much for all your support and guidance throughout the entire program!! I will never forget it.” 
Rodrigo G.

I took the Certification Exam on Friday and passed. I found the Yale exams to be more difficult than the certification exam, which helped me to be much more prepared. And more importantly, I got a lot from the material and lectures that I can apply in my career. You have a great program; I won't hesitate to recommend it if I have a colleague ask about doing the CIMA.” 
Kevin C.

Wanted to let you know that I passed the CIMA certification exam today! Cannot thank you enough for being such a great resource throughout this process. The practice questions on the quizzes and tests in your program were BY FAR the most helpful tool for studying and preparing. Yale School of Management was an excellent experience and I appreciate all your help!” 
Kyle Z.

I probably didn't, but I felt that I scored 95+% on the certification exam. I know without a doubt, it was the Yale program that put me in that position of confidence. The way the Yale course and curriculum makes you think about the information completely prepares you for answering the cert-exam questions. One just truly has to commit to studying the concepts, but also interpret what is being asked. I am so glad I chose Yale's offering over the others!” 
 Ian F.

I passed my CIMA® certification exam yesterday and wanted to thank the entire group for the help. Yale was difficult in the material studied but easy in the method to study at my pace and schedule, which made it the perfect combination to pass the three levels quickly. When I started studying in early January my timetable was to pass by May for the birth of my child in July. Yale allowed me to focus my study efforts and pass all three levels in less than 3 months through focused effort. Thank you for allowing me this opportunity.”
Jeff W.

Wealth Management Theory & Practice

Contact Us

About Yale SOM Executive Education