We are excited to announce that Jeff Perry recently obtained the Certified Investment Management Analyst® (CIMA®) designation. The CIMA® designation is delivered by Investments and Wealth InstituteTM (Institute) and taught in conjunction with the Yale School of Management.
Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. The CIMA® program is distinctive as one of only a few global certifications in financial services to meet international accreditation and quality standards (ANSI/ISO 17024) for personnel certification programs.
The CIMA® certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through one of three top-20 business schools in the United States: The University of Chicago Booth School of Business, The Wharton School at the University of Pennsylvania, or the Yale School of Management. CIMA® professionals must pass a qualification and certification exam covering a wide range of in-depth investment topics. Additionally, those who earn the certification must agree to meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility.
CIMA® advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management and portfolio construction topics. The CIMA® advisor learns sophisticated, technical investment concepts and how to apply them for individual and institutional clients. Fewer than four out of 10 candidates who start the program successfully pass all requirements to earn the certification.
Please join us in congratulating Jeff on this accomplishment!