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๐Ÿ’ฐ Finance & Accounting  ยท  Intermediate

Certified Investment Management Consultant

Online Certification  ยท  10 Weeks  ยท  Globally Recognised  ยท  (CIMC)

โœ… 2026 Edition ๐ŸŽ“ CPD Accredited ๐ŸŒ 100+ Countries ๐Ÿ“œ Digital + Physical Certificate 100% Online
Executive Summary

Certified Investment Management Consultant

Designed for todayโ€™s high-impact professionals, the Certified Investment Management Consultant (CIMC) delivers a rigorous Professional-level curriculum that equips participants with the knowledge, tools and frameworks needed to excel in financial management, accounting, budgeting and financial analysis.

This 10 Weeks programme is structured around IFRS, GAAP and recognised financial management and reporting standards, ensuring every graduate applies internationally validated methods to real-world challenges.

GLIโ€™s CIMC holders are recognised by leading organisations across Africa, the Gulf, Europe and the Americas as qualified, results-driven professionals. Whether you are advancing your current career or transitioning into new responsibilities, this certification provides the competitive edge you need in 2026 and beyond.

Programme Overview

Certification at a Glance

Certification
Certified Investment Management Consultant
Acronym
CIMC
Category
Finance & Accounting
Level
Intermediate
Duration
10 Weeks
Delivery Mode
100% Online
Assessment
Online Examination
Certificate
Digital + Physical
CPD Eligibility
CPD Accredited
Alumni Benefits
GLI Network Access
Self-Paced
USD 449
Live Virtual
USD 649
Target Audience

Who Should Enrol?

  • Finance Officers and Accountants
  • Budget and Cost Analysts
  • Finance Managers and Controllers
  • Auditors and Financial Analysts
Programme Inclusions

Everything Included in Your Enrolment

  • All study materials and study guide
  • Access to GLI online learning portal
  • Online examination and assessment
  • Digital certificate and digital badge
  • Physical certificate (shipped to you)
  • CPD credits for professional bodies
  • GLI alumni network membership
  • Facilitator and tutor support
  • Resource downloads and reference library
  • Automatic enrolment confirmation
Certification Benefits

Why This Certification Matters for Your Career

Career Advancement
Accelerate your career towards senior finance, controller and CFO roles
Professional Recognition
Credential aligned with IFRS, GAAP and recognised financial management and reporting standards
Leadership Capability
Develop the strategic and operational skills to lead complex financial management functions
Organisational Impact
Design and implement financial management systems that drive performance and measurable results
Compliance Readiness
Master the standards, compliance and ethical governance central to financial management
Global Employability
Qualify for financial management roles across corporates, banks, NGOs and public-sector organisations worldwide
Competency Framework

Core Competencies You Will Develop

โœฆInvestment Consulting Architecture
โœฆAsset Allocation Consulting
โœฆPortfolio Design
โœฆInvestment Governance Structures
โœฆPerformance Attribution
โœฆInvestment Risk Advisory
Course Curriculum

Programme Modules

The full programme, module by module.

Core CurriculumModules 1โ€“20 ยท specific to Certified Investment Management Consultant ยท module 20 is the capstone
1
Investment Consulting Architecture
Capital markets: how securities are issued, traded and settled ยท Investment portfolio management ยท Real options and strategic investment ยท Collective investment: funds, structures and what the investor actually owns
2
Client Investment Needs Diagnosis
Client relationships, accounts and retention ยท Client suitability and the advice process ยท Investment of surplus funds ยท Investment and disinvestment decisions
3
Investor Policy Development
The policy cycle: formulation, instruments and implementation ยท Dividend policy and shareholder returns ยท Cost of capital and WACC ยท Capital structure and financing decisions
4
Asset Allocation Consulting
Asset allocation: the decision that drives most of the outcome ยท Asset-liability committee (ALCO) governance ยท Equity, fixed income and the main asset classes ยท Resource allocation and capital discipline
5
Manager Selection
Cost of capital and capital structure: what money costs and where it comes from ยท The care economy, unpaid work and labour markets ยท The green economy, natural capital and green jobs ยท Knowledge analytics and intellectual capital
6
Investment Product Evaluation
Evaluation design: attribution, comparison and honest claims ยท Regulatory liquidity ratios (LCR, NSFR) ยท Time value of money and discounting ยท Valuation methods and business valuation
7
Portfolio Design
Business model design: value, revenue and cost architecture ยท Assets, liabilities and equity reporting ยท Root cause analysis frameworks in advisory work ยท Ethics and independence in advisory relationships
8
Portfolio Risk Assessment
Risk and vulnerability assessment ยท Organisational maturity, assessment and improvement programmes ยท Digital advisory, e-extension and mobile services ยท Security assessment, vulnerability management and remediation
9
Benchmarking Advisory
Risk, return and diversification ยท Asset classes and instruments ยท Valuation and security analysis ยท Liquidity and funding risk
10
Investment Governance Structures
IT governance, compliance and data protection obligations ยท Business valuation: what a business is worth and to whom ยท Fixed assets, depreciation and impairment ยท Tax accounting: current tax, deferred tax and the return
11
Investment Committee Support
Executive support: the office of the principal ยท Reward architecture and pay equity ยท Innovation portfolio and the three horizons ยท Evidence and chain of custody: making findings defensible
12
Investment Manager Monitoring
Protecting data and information assets ยท Criticality and asset identification ยท Evidence handling and chain of custody ยท Safeguarding people and assets
13
Performance Attribution
Performance measurement and attribution ยท New versus used: valuation, inspection and trade-ins ยท Fundraising diversification and local resource mobilisation ยท Property valuation fundamentals and methods
14
Portfolio Review Consulting
Portfolio monitoring and review: what to watch and what to ignore ยท Risk assessment and safety planning ยท Reflective practice and case review ยท Diagnosing client problems before prescribing solutions
15
Investment Policy Review
Integrated risk and quality control ยท Market analysis and environmental scanning ยท Go-to-market and channel strategy ยท Digital disruption and modern go-to-market
16
Investment Risk Advisory
Risk and return: the relationship every investment decision rests on ยท Benchmarking and performance ยท Data for climate and risk ยท Insurance, risk transfer and retained risk
17
Institutional Investment Consulting
Institutional mandates: objectives, constraints and the investment policy statement ยท Climate risk, forecasting and resilient practices ยท Regulatory compliance and market requirements ยท Linking farmers to markets, finance and inputs
18
Wealth Investment Consulting
System operation and performance ยท Linking CX to business performance ยท Performance management in service ยท Coaching for performance
19
Investment Consulting Deliverables
Sales performance and pipeline management ยท Interest-rate risk and gap analysis ยท Funds transfer pricing ยท Social performance and outreach
20
Investment Management Consulting Project
Fraud risk and controls ยท Risk-based audit planning ยท Audit risk and materiality ยท Loan portfolio management, arrears and recovery
Professional ElectivesModules 21โ€“30 ยท common to all GLI certifications ยท broaden your professional range
21
Strategic Communication and Executive Presentation
Vision, purpose and translating direction into work ยท Audience-centred communication and message structure ยท Executive leadership: the board interface and enterprise stewardship ยท Persuasive structure: framing, evidence and the ask
22
Leadership and Team Effectiveness
Leadership identity, style and the limits of style ยท Leadership assessment, feedback and continuous self-review ยท Leadership versus management and when each is needed ยท Situational and adaptive leadership
23
Analytical Thinking and Evidence-Based Reasoning
Creativity and critical-thinking development ยท Analytical techniques and bias ยท Evidence-based improvement ยท Problem framing: symptoms, definition and scope
24
Professional Decision-Making
Managerial decision-making, bias and decision rights ยท Escalation and decision-making ยท Decision support: briefs, options and judgement under pressure ยท Decision frameworks: criteria, weighting and trade-offs
25
Negotiation, Influence and Stakeholder Management
Negotiation preparation: interests, options and the walk-away ยท Power, followership and organisational politics ยท Negotiation: preparation, interests and value creation ยท Concessions, anchoring and the shape of a bargain
26
Project and Execution Management
Proposals, bids and the business case ยท Project roles and the project manager ยท Developing the project business case ยท Planning, scheduling and personal workflow systems
27
Financial Literacy for Professionals
Financial reporting standards and their application ยท Financial management for the operating manager ยท Liquidity, funding and balance sheet management ยท Management accounting: costing, budgeting and decision support
28
Digital Skills, AI and Technology for Professionals
Digital workplace, collaboration and user support ยท Productivity, collaboration and workflow tools ยท Tools for interaction and collaboration ยท Working with data: quality, interpretation and honest presentation
29
Ethics, Governance and Professional Accountability
Ethical leadership: integrity, tolerated behaviour and moral courage ยท Ethics, conduct and speaking up ยท Business development risk, ethics and integrity ยท AI for managers: adoption, oversight and governance
30
Personal Effectiveness, Productivity and Career Growth
Emotional competence: awareness, regulation and expression ยท Self-awareness, strengths and the accuracy of self-image ยท Emotional intelligence and self-regulation ยท Priority: outcomes, importance and the urgency trap

Every module opens in the learning portal with its full lesson set, worked examples, further reading and video masterclasses. 30 modules ยท 150 lessons.

Learning Outcomes

What You Will Achieve

  • Client Investment Needs Diagnosis โ€” applied to your own work
  • Investor Policy Development โ€” applied to your own work
  • Asset Allocation Consulting โ€” applied to your own work
  • Manager Selection โ€” applied to your own work
  • Investment Product Evaluation โ€” applied to your own work
  • Portfolio Design โ€” applied to your own work
Our Position

Professional Certifications: Tools for the Continuing Professional Journey

Professional certifications equip, strengthen and continuously tool professionals throughout their current professional journey and within their existing fields of practice. They provide structured opportunities to deepen knowledge, develop specialised competencies, refresh existing capabilities, adopt contemporary practices, and apply practical tools, frameworks and techniques to real-world professional challenges.

01

Tooling, Not Onboarding

Professional certifications are professional tooling and development instruments, not onboarding instruments. They are particularly valuable to professionals who are already working in a field, entering it through an established professional pathway, advancing within it, transitioning across it or specialising in it — and who wish to strengthen their professional capability and effectiveness.

02

Complementary, Never a Substitute

A professional certification does not replace an academic qualification, professional degree, statutory licence, practising certificate, regulatory approval or any other qualification legally required to practise a profession. Where a profession or jurisdiction establishes specific academic, licensing or regulatory requirements, those requirements remain fully applicable.

03

Built for Lifelong Relevance

A professional certification is a complementary professional credential that supports continuing professional development, competence enhancement, specialisation, career progression, professional mobility and lifelong learning. It adds practical professional tooling to an individual’s existing academic and professional foundation, helping professionals remain relevant, capable and effective as their professions, organisations and operating environments evolve.

Enrolment Process

How to Get Certified

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Step 3: Study in the GLI Learning Portal
Work through 30 structured modules and 150 lessons at your own pace, with downloadable resources and expert-designed content โ€” all inside the LMS.
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Step 4: Pass, Get Certified & Verified
Sit your final examination online, earn your certificate instantly, and receive a globally verifiable Certificate ID โ€” plus GLI Alumni Network access.
๐ŸŽ“ Enrol & Study Online โ€” Instant Access
Secure checkout ยท Instant LMS access ยท Globally verifiable certificate
Frequently Asked Questions

Common Questions

What is the CIMC certification?

The Certified Investment Management Consultant is a professional certification awarded by the Global Leadership Institute. It covers 20 core modules specific to Investment Management Consultant, culminating in the capstone “Investment Management Consulting Project”, plus 10 professional elective modules common to all GLI certifications. Candidates study through the online portal, submit the capstone project and sit a final examination; those who pass receive a verifiable certificate carrying a unique certificate ID.

Who should enrol in the CIMC?

This certification is ideal for Finance Officers and Accountants, Budget and Cost Analysts, Finance Managers and Controllers and Auditors and Financial Analysts, and other professionals seeking to formalise their expertise in financial management, accounting, budgeting and financial analysis with a globally recognised credential.

How long does the CIMC certification take to complete?

The programme is structured over 10 Weeks and offers flexible learning modes. Self-paced learners can progress at their own schedule, while live virtual participants follow a structured cohort schedule with facilitator-led sessions.

Is the CIMC internationally recognised?

Yes. GLI certifications are recognised across 100+ countries and are aligned with IFRS, GAAP and recognised financial management and reporting standards. Graduates receive a digital certificate, a physical certificate and CPD credits recognised by employers worldwide.

What is the cost of the CIMC certification?

The Certified Investment Management Consultant is offered in two formats: Self-Paced at USD 449 and Live Virtual at USD 649. Corporate group rates are available for organisations enrolling 5 or more participants. Contact GLI for a bespoke corporate training quotation.

What does the CIMC certification include?

Enrolment includes all study materials and study guides, access to GLI's online learning portal, online examination, digital certificate and badge, physical certificate (posted), CPD credits, GLI alumni network membership, and ongoing facilitator support.

What is the assessment format for the CIMC?

The Certified Investment Management Consultant is assessed through an online examination consisting of multiple-choice questions, case study analysis, and practical application assignments. The assessment is designed to evaluate real-world competency, not just theoretical recall.

What CPD credits do I earn from the CIMC?

The Certified Investment Management Consultant carries Continuing Professional Development (CPD) credits, which can be applied towards professional body requirements including recognised international professional associations.

Can I study the CIMC while working full-time?

Absolutely. The self-paced option is designed for busy working professionals and allows you to study when and where it suits you. Live virtual sessions are typically scheduled in the evenings or on weekends to accommodate professional commitments.

What career outcomes can I expect from the CIMC?

Graduates progress towards senior finance, controller and CFO roles. The CIMC strengthens your expertise in financial management, accounting, budgeting and financial analysis and positions you for advancement across corporates, banks, NGOs and public-sector organisations.

Graduate Voices

What Our Alumni Say

“

The curriculum was directly applicable to my daily work. I immediately applied what I learned and saw results within weeks of completing the programme.

Finance Director
Private Sector
“

GLI's certification is the most practical professional programme I have attended. The international frameworks gave me credibility with my employer and clients.

Financial Controller
NGO Sector
“

I earned my CIMC while working full-time. The self-paced format made it possible, and the quality of the content is genuinely world-class.

Senior Accountant
Government
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