- Investment ManagementInvestments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
- Wealth Management
- Financial PlanningFind out what it’s like to be a CONA Wealth client? Click below to download a detailed overview of the CONA Advanced Planning Experience.
- Asset ManagementInterested in exploring our approach to investment management? Click below to download a detailed overview of the CONA Asset Management Platform.