CIMA Society Asia Pacific

CIMA Society Asia Pacific is the community of practice for investment and wealth professionals in the Asia Pacific. We advance knowledge and collaboration among those involved in any aspect of constructing and/or giving advice on multi-asset, multi-manager investment portfolios.

CIMA Society encourages, recognises and supports a range of investment credentials and designations amongst our members, including Certified Investment Management Analyst® (CIMA®) as the peak, international technical portfolio construction certification credential for investment management analysts.

We welcome new members - join or renew your membership today!

Feel free to get in touch (phone +61 2 8999 2387;  or email secretariat@cimasocietyasiapacific.community).

Not yet a member?
- About CIMA Society Asia Pacific   Board of Directors   Code of Ethics   About CIMA Certification
- Join CIMA Society    Member Categories   Member Benefits
  Join as a CIMA Certificant Member   Join as an Associate Member   Join as an Affiliate Member

Member resources
- Member Directory
- 3 ways to earn approved CIMA CE hours

  1.  via the Forum’s live programs and on-demand short courses
  2.  via the Forum CIMA CE Library
  3.  by self reporting “qualifying” live learning activities to the Forum
    Check the list of Events already accredited by the Forum for CIMA CE hours

About CIMA Society Asia Pacific

CIMA Society Asia Pacific is the community of practice for investment and wealth professionals in the Asia Pacific. We advance knowledge and collaboration among those involved in any aspect of constructing and/or giving advice on multi-asset, multi-manager investment portfolios.

CIMA Society Asia Pacific encourages, recognises and supports a range of investment credentials and designations amongst our members, including Certified Investment Management Analyst® (CIMA®) as the peak, international technical portfolio construction certification credential for investment management analysts.

CIMA Society Asia Pacific is the only international affiliate of the Investments and Wealth Institute (IWI), the Denver, USA-based international professional association, advanced education provider, and certification board for private wealth advisers, investment consultants, and wealth managers. An association of 18,000 investment and wealth professionals located in 40 countries, IWI is the owner of the CIMA mark.

As IWI’s Asia Pacific international affiliate, CIMA Society provides an accredited CIMA certification education program pathway via its education partner, Portfolio Construction Forum, the specialist, independent provider of investment continuing education, accreditation and certification services in the Asia Pacific.

  • The Forum’s academic research unit, the Investment Management Research Program is the Registered Education Provider with IWI for Asia Pacific to teach the Investment Management Analyst Certificate (IMAC) course, one of only three CIMA education programs globally and the only one tailored for candidates in the Asia Pacific region.
  • The IMAC course is also the education requirement for the Investment Management AnalystTM (IMATM) designation for CIMA Society Associate Member status.
  • Uniquely, IMAC graduates integrate seamlessly into becoming CIMA Society members.

In addition, the Forum manages and delivers accredited CIMA continuing education services for CIMA Society members, offering exclusive concessions on a range of live learning activities, short courses, subscriptions, as well as complimentary access to the on-demand Forum CIMA CE Library.

Finally, the Forum is responsible to the CIMA Society Board of Directors for the management of the Society’s Secretariat.

CIMA Society Asia Pacific Membership

As a member of CIMA Society Asia Pacific, you are part of the growing community of practice for investment and wealth professionals in the Asia Pacific committed to advancing knowledge and collaboration with your peers involved in any aspect of constructing and/or giving advice on multi-asset, multi-manager investment portfolios.

Member Categories

CIMA Society has three membership categories to suit individual members’ differing credentials, specialties and preferences

  1. CIMA Certificant Member
  2. Associate Member
  3. Affiliate Member

There are two additional recognitions:
4. Life Member - those elected by the Board for outstanding contribution to CIMA Society over an extended period
5. Founding Member - held by Professor Ron Bird, who is also a Life Member.

CIMA CERTIFICANT MEMBERSHIP

A CIMA Certificant Member is a person who is a Certified Investment Management Analyst® (CIMA®) certificant in good standing with the Investments & Wealth Institute and CIMA Society, who has committed to uphold the Investments & Wealth Institute’s Code of Professional Responsibility, and who has paid the set Member fee for this Category and by doing so has committed to uphold the CIMA Society Code of Ethics. IWI provides CIMA certificants with a digital badge to recognise their CIMA certification.

CIMA Certificant Members must complete and report to IWI (assisted by Portfolio Construction Forum as a CIMA Society Member benefit) a minimum of 40 hours of approved CIMA continuing education (CE), including two ethics hours and one tax/regulation hour over their two-year certification renewal period.

Join as a CIMA Certificant Member (A$850+GST)

ASSOCIATE MEMBERSHIP

An Associate Member is a person in good standing with CIMA Society who holds a closely related, applicable investments/wealth credential recognised by CIMA Society, and who has paid the set Member fee for this Category and by doing so has committed to uphold the CIMA Society Code of Ethics.

Associate Members must complete 10 CE hours each year from the Forum CIMA CE Library (no fee) and/or by attending live Portfolio Construction Forum programs (registration fees may apply) and/or completing the Forum’s Behavioural Finance - Investment Decision-Making short course.

Join as an Associate Member (A$425+GST)

AFFILIATE MEMBERSHIP

An Affiliate Member is a person in good standing with CIMA Society
who is actively interested in being part of the community but who does not yet meet the criteria to be a CIMA Certificant Member or Associate Member and who has paid the set Member fee for this Category and by doing so has committed to uphold the CIMA Society Code of Ethics.

Join as an Affiliate Member (A$425+GST)

MEMBER BENEFITS

ALL MEMBERS

1.  CIMA Society Member digital badge and post nominal - you can display your CIMA Society Member digital badge, and Member category and/or post nominal in your personal profile (e.g. LinkedIn), email signature, etc:

  • CIMA Certificant Members - can identify themselves as:
  • “Senior Fellow - CIMA Society Asia Pacific” (requiring 10+ years as a CIMA Certificant), use the post nominal “SFCS”, and/or display their CIMA Society Asia Pacific Senior Fellow digital badge; or,>
  • “Fellow - CIMA Society Asia Pacific” (less than 10 years tenure as a CIMA Certificant), use the post nominal “FCS”, and/or display their CIMA Society Asia Pacific Fellow digital badge.
  • Associate Members - can identify themselves as “Associate - CIMA Society Asia Pacific”, use the post nominal “ACS”, and/or display their CIMA Society Asia Pacific Associate Member digital badge.

In addition, Associate Members who have passed the Investment Management Analyst Certificate (IMAC) course can use the Investment Management AnalystTM (IMATM) designation, which is also recognised on their Associate member digital badge.

  • Affiliate Members - can identify themselves as “Affiliate - CIMA Society Asia Pacific”, use the post nominal “AffCS” and/or display their CIMA Society Asia Pacific Affiliate Member digital badge.

2.  Live Continuing Education from Portfolio Construction Forum - complimentary registration to attend five programs via Live Stream so you can engage with your peers and earn up to 30 CE hours

  • Markets Summit (Feb) - complimentary registration to attend via Live Stream at your desk
    Established in 2009, Portfolio Construction Forum Markets Summit is THE investment markets scene setter of the year. It will help you better understand the key drivers of and outlook for the markets, and the opportunities and risks ahead on a three- to five-year view, to aid your search for return and to help you build better quality investor portfolios.  More about Markets Summit
  • CIMA Connect (Apr) - complimentary registration to attend via Live Stream at your desk
    CIMA Connect is an opportunity for you to engage with like-minded investment and wealth peers. Each program features a keynote addressing a contemporary issue relevant to building better quality investor portfolios, followed by a Peer Exchange Group (PEG) in which a group of CIMA Society members each summarises an investment/portfolio construction issue they’ve been grappling with and ask for the feedback and input of their peers.
  • CIMA Connect (Jun) - complimentary registration to attend via Live Stream at your desk
    CIMA Connect is an opportunity for you to engage with like-minded investment and wealth peers. Each program features a keynote addressing a contemporary issue relevant to building better quality investor portfolios, followed by a Peer Exchange Group (PEG) in which a group of CIMA Society members each summarises an investment/portfolio construction issue they’ve been grappling with and ask for the feedback and input of their peers.
  • Strategies Summit (Aug) - complimentary registration to attend via Live Stream at your desk
    Established in 2002, Strategies Summit is THE portfolio construction strategies conference of the year. Presented each August, the program features 50+ carefully selected leading investment thinkers who will challenge and refresh your portfolio construction thinking by debating contemporary and emerging portfolio construction strategies, for you to consider applying in practice to build better quality portfolios.  More about Strategies Summit
  • CIMA Connect (Oct) - complimentary registration to attend via Live Stream at your desk
    CIMA Connect is an opportunity for you to engage with like-minded investment and wealth peers. Each program features a keynote addressing a contemporary issue relevant to building better quality investor portfolios, followed by a Peer Exchange Group (PEG) in which a group of CIMA Society members each summarises an investment/portfolio construction issue they’ve been grappling with and ask for the feedback and input of their peers.

3.  On-demand Continuing Education from Portfolio Construction Forum - complimentary access to the Forum’s on-demand CE library offering over 1,000 CE hours

  • CIMA CE Library - complementary access to the on-demand CIMA CE Library so you can continue to extend your IMAC knowledge and meet the CE required to renew your IMATM designation for next financial year.
  • Forum on-demand courses - 25% discount for on-demand Forum short courses including the Behavioural Finance - Investor Decision Making short course. Led by behavioural finance expert, Herman Brodie, this 15-hour short course will help you identify, analyse and evaluate the principal human preferences that influence decision-making in situations of uncertainty, so you can recognise and identify these preferences in others, to improve investment decision-making.

PLUS FOR CIMA CERTIFICANT MEMBERS

1.  CIMA Society pre-pays your biennial CIMA certification renewal fee to IWI on your behalf

CIMA Society has negotiated with IWI to secure an exclusive concession on the usual biennial (i.e. two yearly) CIMA Certification Renewal Fee. CIMA Society pre-pays your concessionary certification renewal fee to IWI on your behalf, by setting aside some of your CIMA Society membership fee each year. As long as you maintain your CIMA Society membership each year, you don’t need to pay the certification renewal fee to IWI, or any membership fee to IWI.

CIMA certificants who are not members of CIMA Society must pay a non-concessionary biennial certification renewal fee direct to IWI (currently US$895).

2.  CIMA Society membership gives you access to multiple sources of quality “approved” CE that is stored in your Forum MyCE and reported automatically to IWI on your behalf – and CIMA Society pays any applicable reporting fee on your behalf

Your CIMA Society membership enables you to access “approved” CIMA CE hours in any/all of the following four ways and, because the hours are already “approved”, they are not subject to audit by IWI:

  • via the Forum CIMA CE Library at no cost – you can earn more than enough “Approved” CE hours to fulfill the required 40+ CE hours if you wish, so your CIMA membership fee can be the only fee you pay to retain your CIMA certification;
  • by attending Portfolio Construction Forum Markets Summit in February and/or Strategies Summit in August and/or the annual one-day Research Symposium in-person (Sydney) - note, the then applicable registration fee for your day-to-day professional role will apply, less the CIMA Society Member discount;
  • by attending other firms’ events, where the firm has organised for CE accreditation by the Forum; and,
  • by self reporting any qualifying (Australian-based, open invitation) learning activities to the Forum via your MyCE Submissions app for accreditation of approved CIMA CE hours.

The Forum automatically reports the relevant CIMA CE hours to IWI on your behalf, so they are uploaded to your IWI dashboard.

Plus, approved CIMA CE hours you earn via the CIMA CE Library, by attending Forum programs, and/or by attending events hosted by firms that organise accreditation by the Forum, are automatically added to your Forum MyCE learning record so you can view, print and export your record any time - and they also help you meet your continuing education requirements for other credentials and governing bodies including ASIC, APRA, Legislated (AU)/FAAA and FMA, to name just a few.

CIMA certificants who are not members of CIMA Society cannot access these sources of “approved” CIMA CE hours and must report CE hours to IWI directly for a fee (currently US$5 per CE hour, so US$200 to report the required 40 CE hours) and the hours are subject to audit by IWI.

3.  CIMA Society will email you personalised CIMA CE Updates showing your CE progress towards recertification and providing ways to help you hit the two-yearly 40-hour approved CIMA CE hour target.

CIMA certificants who are not members of CIMA Society do not receive this vital CIMA CE reminder each month and must log into their IWI dashboard to view their CE progress towards recertification.

4.  CIMA Society membership gives you global digital Basic membership of IWI

CIMA Society membership connects you with this global CIMA certificant community of 18,000 investment and wealth professionals located in 40 countries through access to IWI publications, newsletters, blogs, and podcasts including the bi-monthly digital Investments and Wealth Monitor.
 
 

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