Alert:
This website is scheduled to undergo routine maintenance on Saturday, 22 September 5:00 p.m.- Sunday, 23 September 2:00 a.m. CDT. During this time, you may not be able to schedule, reschedule or cancel test appointments. We apologize for this inconvenience and thank you for your patience.
Site Closures:

Due to Hurricane Florence we are experiencing site closures in some areas. We are working diligently to contact all affected candidates by email and phone. If you have questions about your appointment, please contact customer service. We appreciate your patience.

Investments & Wealth Institute

Certifications:

The Investments & Wealth Institute™ administers and grants the industry’s most esteemed professional certifications for financial advisors, investment consultants, and wealth managers: Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®). CIMA® holders meet specific requirements to advise individuals and institutions on portfolio construction and maintenance, while the CPWA® program focuses on the expertise and skills required for holistic wealth management for high-net-worth clients. Both certifications embody the combination of premier quality education and practical application that is the hallmark of the Investments & Wealth Institute.

CIMA - Certified Investment Management Analyst

CIMA Certification Process:

  • Submit an application and pass a comprehensive background check
  • Pass a 60-question Qualification Exam at a Pearson VUE testing center
  • Complete an executive education program through one of the Institute’s Registered Education Providers
  • Pass a 110-question, comprehensive Certification Exam at a Pearson VUE testing center
  • Pass a second background check, complete a license agreement and pay initial certification fee
  • CIMA Candidate Handbook
CPWA - Certified Private Wealth Advisor

CPWA Certification Process:

  • Submit an application and pass a comprehensive background check
  • Complete an online, self-study education requirement
  • Complete an executive education program through one of the Institute’s Registered Education Providers
  • Pass a 135-question, comprehensive Certification Exam at a Pearson VUE testing center
  • Complete a license agreement


  • CPWA Candidate Handbook

Exam Registration Process:

  • All prerequisite steps in the certification process must be met before scheduling to sit for an exam
  • The Institute must provide Pearson VUE with candidate eligibility information prior to scheduling
  • Candidates can schedule their exam once they have received the Authorization to Test notification from Pearson VUE
  • First time testers must create a Pearson VUE web account to schedule

Contact Information:

For questions about the CIMA and/or CPWA certification process or eligibility criteria, please contact the Institute Certification Department at +1-303-770-3377, option 2 or at certification@i-w.org.

Last updated 2018-01-04