Yale School of Management to Deliver IMCA's CIMA Education

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Program to be offered Online for Advanced Investment Advisors and Consultants

The addition of Yale School of Management as an education provider reinforces IMCA’s commitment to high-quality, advanced investment and wealth management education.

IMCA: Tim Whiting
YALE SOM: Jim Dobbs

DENVER—September 29, 2016—Investment Management Consultants Association® (IMCA®) announced today that Yale School of Management will begin offering an online registered education course, titled Investment Management Theory and Practice, for CIMA® certification candidates, beginning in December 2016. The flexible online format will enable candidates to fit the program into their busy schedules.

Toby Moskowitz, Dean Takahashi Professor of Finance, will serve as the program’s faculty advisor, along with Yale School of Management faculty: Lorenzo Caliendo, Associate Professor of Economics, X. Frank Zhang, Professor of Accounting, and Gal Zauberman, Professor of Marketing. Jim Dobbs, CIMA®, CFP®, CPWA®, will serve as program director for the course.

IMCA’s Certification Commission has approved five schools through which candidates may complete the executive education requirement of the CIMA certification process: The Wharton School, University of Pennsylvania, The University of Chicago Booth School of Business, MIT Sloan School of Management, Yale School of Management, and in Australia, the Paul Woolley Centre at the University of Technology Sydney.

“For more than 28 years, investment professionals have pursued the CIMA certification because it offers a compelling combination of ‘Ivy-League’ quality and real-world application for immediate use with clients,” said IMCA Executive Director and CEO Sean R. Walters, CAE. “The addition of Yale School of Management as an education provider reinforces IMCA’s commitment to high-quality, advanced investment and wealth management education.”

To earn the prestigious CIMA certification, candidates must complete “the Four E’s”: Experience—Exhibit three years of eligible experience in financial services; Examination—Pass two rigorous examinations; Education—Complete a registered executive education program; and Ethics—Agree to adhere to IMCA’s Code of Professional Responsibility and maintain all recertification requirements.

Eligible CIMA candidates who enroll in the Yale School of Management Investment Management Theory and Practice course complete an online course designed to help investment professionals better understand the concepts, calculations, and applications found in the CIMA core topics list; prepare for and pass the Yale School of Management course exam and CIMA certification exam; and take their practice to the next level. Topic coverage includes: ethics and regulation, a review of financial fundamentals (including statistics, time value of money, and economic analysis), risk management, performance measurement and analysis, traditional and alternative investments, portfolio theory and models, behavioral finance, and the investment consulting process (including client discovery, investment policy, portfolio construction and management, manager search and selection, and portfolio review). Students who complete the program receive a certificate of completion from the provider, and are eligible to sit for the CIMA certification exam.

For more information about the Yale School of Management program, visit som.yale.edu/investment-management or for more information on the other registered education providers for CIMA certification, visit http://www.imca.org/pages/registered-education-providers.

About IMCA
Established in 1985, IMCA is a nonprofit professional association and credentialing organization with more than 11,300 individual members and certificants in 37 countries around the world. IMCA members collectively manage more than $2.5 trillion, providing investment consulting and wealth management services to individual and institutional clients. Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®), which is the only financial services certification in the United States to meet international accreditation standards (ANSI/ISO 17024). The CIMA certification consistently distinguishes those who meet a global standard of competency and skills in investment management from those who do not. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high-net-worth clients. In 2015, IMCA conferences and education hosted nearly 4,500 attendees.

IMCA® and Investment Management Consultants Association® are registered trademarks of Investment Management Consultants Association Inc. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.

About Yale School of Management Executive Education
People and ideas move from country to country with unprecedented speed. Work teams include colleagues from varied backgrounds—some or all connecting virtually from far-flung corners. And you as a leader have to see the big picture and to work across industries and sectors to tackle the challenges of an interconnected world. Yale’s global reach and wide-ranging understanding of markets and organizations will give you the perspective you need.

Our Integrated Approach: In any Yale Executive Education event, you benefit from the depth of expertise of our leading business faculty. Insights from economics, strategy, finance, accounting, marketing, and behavioral fields will help you raise your performance tomorrow. You will also be immersed in the Yale approach—an integrated and far-looking way of approaching challenges that better prepares you to take your organization forward in a world where big issues affect everyone.

Tailored to Your Needs: We begin the process of program development (in both custom and open enrollment programs) with a granular understanding of the challenges in your company or industry. In the case of custom programs, faculty and staff work closely with company leaders to tailor a program that brings Yale’s expertise to bear on specific strategic questions. Our open programs arise out of deep and ongoing faculty engagement with industry leaders and top companies. This means that our sessions are always relevant to your needs as you position yourself and your organization for the future.

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Hart DuBois
Investment Management Consultants Association
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