Philip Bachman Earns CIMA Designation

Philip earned the Certified Investment Management Analyst® (CIMA) certification in March. The CIMA designation is one of the peak international, technical portfolio construction programs for investment consultants, analysts, financial advisors, and wealth management professionals. Philip completed the CIMA certification education requirement through Yale School of Management. A rigorous certification exam followed the Yale curriculum. The program spanned four months and covered five topic domains with over 500 subtopics.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals. Qualifications for certification are the successful completion of the following: initial background check; education requirement through one of The Institute’s registered education providers; comprehensive Certification Exam at an approved testing center; and second background check, compliance disclosure, license agreement, and initial certification fee.

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