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 Financial professional Scott Cruse of Los Gatos,
California, serves as a senior vice president with
Morgan Stanley. Serving clients from Morgan
Stanley's Los Gatos office, Scott Cruse holds the
Certified Investment Management Analysis
(CIMA) credential, which he earned from the
Wharton Business School in 2001. A financial
certification administered by the Investment
Management Consultants Association (IMCA),
the CIMA allows financial professionals to
improve their business and attract higher net
worth clients.
 To acquire CIMA certification, candidates must
first submit an application to the CIMA
program and pass a qualification examination
administered by the IMCA. After passing the
exam, candidates are enrolled into the
program and must complete the required
education track through one of IMCA’s four
registered providers, which include Carnegie
Mellon University in Pennsylvania and the
University of Technology Sydney in Australia in
addition to Wharton. Program specifics, such
as class schedules and program fees, vary from
school to school.
 Candidates receive their certification
upon completion of a second exam
conducted ionce each quarter.
Becoming CIMA certified provides
financial professionals with a series of
benefits, such as receiving executive
level-training and earning the distinction
of a CIMA-certified professional.

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Earning the Certified Investment Management Analysis Credential

  • 1.
  • 2.  Financial professional Scott Cruse of Los Gatos, California, serves as a senior vice president with Morgan Stanley. Serving clients from Morgan Stanley's Los Gatos office, Scott Cruse holds the Certified Investment Management Analysis (CIMA) credential, which he earned from the Wharton Business School in 2001. A financial certification administered by the Investment Management Consultants Association (IMCA), the CIMA allows financial professionals to improve their business and attract higher net worth clients.
  • 3.  To acquire CIMA certification, candidates must first submit an application to the CIMA program and pass a qualification examination administered by the IMCA. After passing the exam, candidates are enrolled into the program and must complete the required education track through one of IMCA’s four registered providers, which include Carnegie Mellon University in Pennsylvania and the University of Technology Sydney in Australia in addition to Wharton. Program specifics, such as class schedules and program fees, vary from school to school.
  • 4.  Candidates receive their certification upon completion of a second exam conducted ionce each quarter. Becoming CIMA certified provides financial professionals with a series of benefits, such as receiving executive level-training and earning the distinction of a CIMA-certified professional.