Confirmed: 3+ years financial-services experience, background check, executive education program, exam. Renewal every 2 years, 40 CE hours (2 ethics + 1 tax/regulation). No single all-in USD figure published.
Experience: Minimum 3 years of verified work experience in financial services; background check required.
Training: Pre-study + executive education (Wharton / Yale)
Valid for 2 years, 40 CE credits per cycle. Renew by cpe.
40 CE hours every 2 years, including 2 ethics hours and 1 tax/regulations hour, plus a certification renewal fee.
Advanced investment-consulting credential for advisers (not related to the UK CIMA accountancy body)