CIMA CE Requirements

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Overview

CE Requirements	Complete 40 CE hours within each two-year renewal period.
License Renewal Period	Renew every two years.
CE Reporting Cycle	CE is tracked within your individual two-year renewal period shown in My Renewal Requirements, rather than a universal January 1 to December 31 cycle.
Ethics Requirement	At least 2 of the 40 CE hours must cover ethics.
Carry Over Credits	IWI allows up to 10 CE hours earned in the final six months to be carried forward.
Subject Area Restriction	At least 1 hour must be tax or regulatory content.

How many CE hours are required to maintain the CIMA credential?

You must complete and report 40 CE hours within each two-year renewal period.

Is there an ethics or tax-specific CE requirement?

Yes. Within the 40-hour requirement, include 2 ethics hours and at least 1 hour related to tax or regulatory topics.

How often does CIMA renewal occur?

CIMA certification renews every two years. Your individual renewal date is shown in your IWI dashboard.

What topics can count toward CIMA CE?

Accepted topics include technical investment management, wealth management, governance and regulations, retirement management, and supplemental business or leadership topics when they relate to investment or wealth management.

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Frequently Asked Questions

One CE credit requires at least 50 minutes of instruction. After the first credit hour, IWI calculates CE in half-hour increments and rounds down to the nearest half hour.

They can be, if the activity falls into an accepted IWI CE category and meets documentation rules. When timed attendance is not possible, IWI says a scored quiz can serve as proof of completion.

No. IWI states that approved CE hours apply across all active CIMA, CPWA, and RMA certifications, so the same accepted activity can satisfy the shared renewal requirement.

IWI allows a limited carryover of up to 10 hours of credits earned from the final six months.

Log in to your IWI account, go to My Renewal Requirements, and select Report CE. You can also review your current and prior records through the CE Summary area.

If selected, you must provide documentation showing proof of completion, content, and clock time within 30 days. Institute-provided CE is not subject to audit.

The certification renewal fee is $995 for an additional two-year period and includes a complimentary membership. IWI says renewal payments must be submitted online through your account.

IWI says your certification will not be licensed on the next business day. If all renewal requirements remain incomplete after one additional week, relinquishment materials are sent.

Yes. IWI says you may request a leave of absence for qualifying medical or personal circumstances, but the request must be submitted at least 30 days before your renewal date.

Yes, IWI maintains a list of registered CE Sponsors whose programs qualify as Sponsored CE. Other independent education may still be self-reported, but it may be subject to audit and possibly a reporting fee.

At MYCPE ONE, we are committed to providing professionals across all designations with the most accurate and up-to-date continuing education information. Our team reviews and updates the CE requirement information for Certified Investment Management Analyst (CIMA) every twelve months to reflect the latest standards and policies set by the Investments & Wealth Institute.

While we work diligently to ensure accuracy, we encourage professionals to confirm the requirements directly with their respective boards or credentialing authorities through the official links provided here.