Boston, October 19, 2017 – Financial advisors can differentiate themselves through academic training and credentials, with many designations to choose from. The Certified Investment Management Analyst (CIMA) designation is owned and administered by the Investments & Wealth Institute (formerly IMCA). The CIMA designation is not widely held across financial advisors (slightly more than 7,500 professionals hold the designation) but presents significant benefits to financial advisory practices.
This report looks at the value of CIMA certification to team practices, advisors, and clients. It presents the findings of Aite Group’s independent Q2 2017 online survey of 436 advisors who primarily serve individual and family clients, which compares CIMA professionals and CIMA practices to advisors and practices without a CIMA certification.
This 39-page Impact Report contains 36 figures. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.