Benefits of the CIMA Certification: Testimonials

The CIMA® certification is designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. IMCA members manage an average of $272 million of assets under management, while eighty-four percent of CIMA professionals have more than 10 years of experience in managing investments and more than one-third hold an advanced degree. Click here to download a hardcopy brochure of the CIMA certification program, or download the application today! The following testimonials provide more insight on how the CIMA certification can bolster your business and help you be a cut above...

“The curriculum leading to the CIMA certification uniquely provided the advanced investment education I needed as an already reasonably well-educated, experienced financial planner. Our clients have benefited from this increased knowledge and the expense was worth every penny.” 
   
-Stewart S. Koesten, MSFS, CIMA®, CFP®, AEP, AIF®, President, Koesten Hirschmann & Crabtree

“The CIMA credential first and foremost provided me with a much deeper understanding of the complexities involved with investments and modern portfolio theory, thereby giving me confidence through knowledge. The professional knowledge and confidence obtained through the experience is complemented by the prestige and recognition from peers, clients, and prospective clients. I would highly recommend obtaining the CIMA certification.” 
   -Glen E. Danahey, CIMA®, AIF®, ChFC, Senior Vice President, KeyCorp Nonprofit Services

“The CIMA certification helps in more ways than you can image. It gives the appearance of professionalism and the assumed knowledge that comes with the certification, to be followed by the deeds and actions that prove these assumptions are correct. But even more importantly, it provides real credibility in light of the current ‘Madoff environment.’” 
   -Joseph Labella, CIMA®, Director of Investments, Diefendorf Capital Planning

“As an analyst for an RIA, I think the certification has been a solid plus for our firm. It is reassuring for our clients to know that we've got someone with the skill set focused on conducting ongoing due diligence and keeping abreast of issues with their money managers.” 
   -Matt Garrott, CIMA®, Portfolio Analyst, Fairway Wealth Management

“The CIMA certification has given me many additional tools and analytics to use in the ongoing due diligence and monitoring of my clients’ accounts. My clients understand that I have made an additional commitment to their financial wellbeing.” 
   -Bob Castellini, CIMA®, Senior Vice President, Morgan Stanley Smith Barney

“Prospective clients appreciate the fact that I have the CIMA credential because it adds a high level of professionalism to the process. Existing clients appreciate the fact that they have a relationship with a person who continues to educate himself on the investment process.” 
   -Mark Gottlieb, CIMA®, Investment Consultant, Raymond James Financial Services, Inc.

“The CIMA credential helps put prospective clients at a bit more ease during initial meetings. In this environment, you want to have all the edges possible and the CIMA certification gives me that edge.”  
  
-Sam Paglioni, CIMA®, Partner, Integer Wealth Advisors Group

“My involvement with IMCA and attaining my CIMA certification has been the single most important career builder for me. It enabled me to be considered for senior management roles. As a senior leader it gave me the knowledge that made me more client-focused.” 
   -Bill Taylor, CIMA®, CPWA®, Senior Vice President, Pioneer Investments

 

Many financial services companies have recognized the value the CIMA certification and educational component brings to their advisors. Although CIMA professionals come from many channels of the financial services industry, the following companies (listed in alphabetical order) are among the largest supporters of the certification:

  • Allianz Global Investors
  • Ameriprise Financial, Inc.
  • BlackRock, Inc.
  • JP Morgan & Co. Inc.
  • Lord Abbett
  • Merrill Lynch & Co.
  • MFS Investment Management
  • Morgan Stanley Smith Barney
  • Northern Trust Corporation
  • Raymond James
  • RBC Wealth Management
  • Russell Investments
  • UBS Financial Services
  • Wells Fargo



 

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