Investment Management Association and Kaplan Financial Education to Offer CIMA® Examination Preparatory Course

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Online, on-demand CIMA® Examination Preparatory Course offered by Kaplan Financial Education and Investment Management Consultants Association

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“Kaplan’s on-demand CIMA preparation course provides individuals and enterprises a new option in helping financial professionals around the world meet their investment education needs,” said Sean Walters, CAE, CEO, Investment Management Consultants Assn.

Investment Management Consultants Association® (IMCA®) announced today that Kaplan Financial Education will offer a Certified Investment Management Analyst® (CIMA®) online preparation and review program for investment and wealth management professionals starting in January 2017.

To mark the new initiative, IMCA and Kaplan are hosting a sold-out CIMA Qualification Exam Workshop on Monday, December 5 (9 a.m.-4 p.m. MST) in conjunction with the IMCA 2016 Winter Institute in Phoenix, Arizona.

“CIMA certification is one of the most valued certifications in the investment consulting and wealth management professions because it distinguishes those who meet a global standard of competency and skills in investment management from those who do not,” said Sean R. Walters, CAE, chief executive officer, IMCA. “Kaplan’s on-demand CIMA preparation course provides individuals and enterprises a new option in helping financial professionals around the world meet their investment education needs.”

The rigorous CIMA certification process, which was recently reaccredited by the American National Standards Institute, requires candidates complete “the Four E’s” – experience, education, examination, and ethics. In addition to the examination requirement, CIMA candidates must pass two examinations and participate in a registered executive education program currently offered by The Wharton School, University of Pennsylvania, The University of Chicago Booth School of Business, MIT Sloan School of Management, Paul Woolley Centre at the University of Technology, Sydney, and Yale School of Management.

“Our online, on-demand curriculum will provide prospective candidates with the knowledge, tools, and strategies required to effectively set investment objectives, evaluate and select managers, and manage an investment portfolio for individual or institutional clients,” added Joyce Schnur, vice president, Kaplan Financial Services.

According to Schnur, the upcoming workshop, taught by Kaplan instructor R. Travis Upton, will be a good introduction for prospective candidates, touching on a number of key areas, including: governance, financial math, portfolio performance and risk, traditional and alternative investments, portfolio theory, and behavioral finance.

Candidates who complete all steps in the certification process must then adhere to IMCA’s Code of Professional Responsibility, as well as maintain all recertification requirements in order to use the CIMA marks.

For detailed information about CIMA certification, visit

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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 Kaplan Financial Education
Kaplan Financial Education delivers license exam prep, professional development, and CE programs for the insurance, securities, and financial planning industries. Through classroom training, online courses, and self-study options, Kaplan helps students pass exams and maintain licensing with study materials that satisfy almost any learning style and budget. Learn more at

Kaplan Financial Education is part of Kaplan University School of Professional and Continuing Education. Kaplan University, which has its main campus in Davenport, Iowa, and its headquarters in Chicago, is accredited by The Higher Learning Commission. Kaplan University serves approximately 33,000 online and campus-based students. The University has 13 campuses in Iowa, Indiana, Nebraska, Maryland, Maine and Wisconsin, and a Kaplan University Learning Center in Maryland and Missouri.

Kaplan University is part of Kaplan Higher Education LLC and Kaplan, Inc., which serves over 1.2 million students globally each year through its array of higher education, test preparation, professional education, English-language training, university preparation, and K-12 offerings to individuals, institutions, and businesses. Kaplan has operations in over 30 countries, employs more than 19,000 full- and part-time professionals, and maintains relationships and partnerships with more than 1,000 school districts, colleges, and universities, and over 2,600 corporations and businesses. Kaplan is a subsidiary of Graham Holdings Company and its largest division. For more information, please visit

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