CPWA Designation Program Enrollment Now Open
Enrollment deadline is February 26, 2010!
The Certified Private Wealth Advisor^SM (CPWA^®) designation program is an advanced credential created specifically for wealth managers and advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn this designation learn to identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. Pre-study commences in March 2010 and the in-class program will be held September 20–24, 2010, at The University of Chicago Booth School of Business. Read what your peers have said about the program; click here for program information or to download the application.

Complete IMCA Survey for Chance to Win Gift Card
We need your help to construct IMCA Research Quarterly, the acclaimed report series that captures information about IMCA members and their practices and delivers a custom report detailing the findings. The survey should take between 15–30 minutes to complete, and IMCA will randomly select six participants to win $25 Barnes & Noble gift cards. Click here to take the survey before Friday, February 12.

Dead Federal Estate Tax Rises from the Ashes
With no national statute in place, 13 states scramble to fill the gap. Learn more.

Nearly Half of Wall Streeters to get Bigger Bonuses
92% of workers have been told that they can expect performance pay for '09. Learn more.

LIVE AUDIO BROADCAST—THURSDAY, FEBRUARY 18, 2010
Changes in the Regulatory Environment
Registration deadline for live broadcast is 4 PM ET, February 18
CE Credit: One hour
Presented by Richard D. Marshall, Ropes & Gray LLP

In the wake of the financial crisis, the SEC has undergone sweeping changes in its inspection and enforcement program. At the same time, new legislation and regulation could reshape the financial landscape as we know it. These changes are the most radical since the Great Depression, so it is critical to keep up with new developments. Click here for more information and to register.

THIS CONFERENCE IS NEAR CAPACITY, SO REGISTER TODAY!
IMCA 2010 Specialty Conference—Asset Allocation
Conference Dates: February 22–23, 2010
CE Credit: 12.5 hours, including one ethics hour
An additional 4 hours of CE are available by registering for and attending the extended session on Tuesday, February 23.

You won’t want to miss this conference, held at The Fairmont Scottsdale, Scottsdale, AZ, where Justin Fox, 2009 Financial Times nominee for best business book, The Myth of the Rational Investor, documents the history of the efficient markets that led many to their doom in the latest crisis. Hear real-world perspective from James J. Dunn, chief investment officer at Wake Forest University, on whether or not the critique of the endowment model holds merit. Find out what Mark Taborsky, executive vice president of asset allocation at PIMCO, thinks about the economic recovery leading to a new normal of de-risking, de-leveraging, re-regulation, and ultimately to reduced GDP expectations. Learn from F. John Mathis, PhD, director of Global Financial Services Center and professor of global banking and finance at the Thunderbird School of Global Management. Additional sessions focus on sustainable investing, allocating to Asia, asset dedication and asset management liability, real estate and REIT investing, endowment models, and more. Click here for more information and to register.

IMCA 2010 Annual Conference
Conference Dates: May 17–19, 2010
Early-bird registration deadline is April 16!
CE Credit: 20+ hours, including one ethics hour

The next several issues of eNews will highlight specific sessions from this world-class conference program. Plan to attend the event of the year for advanced investment and wealth management professionals. Click here to view the whole program and to register online:

General Session #1—The Fall: A Chronicle of the Financial Crisis
Joseph Stiglitz, PhD, Columbia University
According to Nobel Prize-winning economist and Columbia University professor Joseph Stiglitz, PhD, the current financial crisis didn’t start with the housing bubble—it started with policies enacted by previous presidents, from President Ronald Reagan to President George W. Bush. During this session, Dr. Stiglitz explores how free market financial policy and government regulation, or lack thereof, led to the 2007 financial crisis. This presentation includes an overview of the current state of the economy and also what businesses and financial institutions can expect during economic recovery.

If your company needs more exposure in the industry, this conference is the perfect opportunity to showcase your offerings to 1,500 advanced investment and wealth management experts. Space is limited! Click here for more information.

IMCA to Begin Offering CE Quiz in Investments & Wealth Monitor
In 2010, IMCA has pre-approved a continuing education (CE) quiz for one hour of CIMA^®, CIMC^®, and CPWA^® IMCA-sponsored CE credit, beginning with the January/February 2010 issue. Look for full details about purchasing, accessing, and completing the CE Quiz in the next issue, which hits desk next week.

A Reminder Regarding Certification Renewal Requirements
There are three requirements to renew the CIMA^®/CIMC^® or CPWA^® license: complete and report a minimum of 40 hours of continuing education (CE) credit during the two-year certification renewal period; pay a certification renewal fee; and sign and submit a disclosure statement. For complete details regarding CIMA/CIMC certification renewal requirements, click here. For more information regarding CPWA designation renewal requirements, click here.

Looking to Connect with Your Peers?
IMCA's LinkedIn group offers an online gathering place for IMCA members to discuss current issues, post jobs, and network. The group is open only to IMCA members and currently is home to more than 800 of your peers. To join click here.

CORRECTION—Formal Notice of IMCA Business Meeting
The last issue of IMCA eNews mentioned that IMCA will conduct its annual membership business meeting on Monday, May 17, 2010, at 12:15 PM ET, during the IMCA 2010 Annual Conference. However, the annual membership business meeting will instead begin at 8 AM ET on Monday, May 17, 2010. Members of IMCA are encouraged to attend the meeting. To learn more about the conference and to register, click here.