What are the Benefits of Holding the CIM®?

In addition to qualifying you to develop and manage comprehensive financial plans for your clients, your CIM® designation provides you with the following benefits and exclusive member access:

Get listed in CSI’s CIM® Directory, which helps clients find you and verify your credentials

Enjoy the right to use the CIM® trademark designation letters in marketing materials to promote your credentials

Access to online resources and customizable marketing materials through the CIM® Member Portal to help you promote yourself, your designation, educate your clients about the CIM® and build your practice.

Free access to all webinars designed for financial advisors on the latest industry trends and topics through CSI Live.

Access to the member’s only CIM® networking group on LinkedIn.

Opportunity to conduct your own webinar through CSI Podium.

The CE Tracker Tool is an interactive dashboard that serves as a central repository for CIM® holders to track and manage their CE requirements to maintain their CIM® designation.

National promotion and advertising campaigns that create awareness of the CIM® designation, including opportunities to be featured.

CIM® Annual Report

In appreciation of the time and effort you have put towards earning and maintaining your designation, we have created the CIM® Annual Report to provide more details about your designation. It outlines the number of new designation holders, promotional activities and member benefit activities.

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How does CSI Promote the CIM® Designation?

CSI works hard to promote the CIM® letters on behalf of our designation holders. Our goal is to build awareness of the CIM® by emphasizing its value to the financial services community, employers and the investing public. We do this annually through advertising and public relations campaigns across print, digital and out-of-home (public) media.

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How Can CIM® Holders Get Involved?

To help us to continue to develop, deliver and maintain the CIM® Designation to the high standard expected by the financial services industry, CSI contracts with practicing designation holders to participate in the development of related examinations. With an extensive portfolio of courses and examinations, CSI relies on the subject matter expertise of a wide range of professionals in the financial services industry.

If you have an interest in examination standards, writing, and sharing your knowledge and experience, consider putting your name forward to develop examination content. (Item writers receive training and materials and are contacted on an as-needed basis to develop examination content for which they are remunerated.) If you’re interested in any of these great opportunities to contribute to the growth of your designation, please let us know.


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