IMCA Case Study Connections
IMCA is launching a new member benefit this spring: IMCA Case Study Connections. This electronic publication will present an institutional or high-net-worth client situation along with two potential solutions that will be written by advisors and consultants. We are looking for a core group of IMCA members who would be willing to write the potential solutions (500–750 words). The responses will be anonymous. If you would like more information, please e-mail Debbie Nochlin. _______________________________________
IMPORTANT—Update Your Contact Information in “My IMCA”
IMCA strives to keep our members on the forefront of investment trends and strategies, and will continue to alert you to new membership offerings, important notices for designees, and world-class educational opportunities. But we need to make sure we have your correct contact information. Log in to “My IMCA” to update your contact information, monitor your CE credits, and access your member benefits.
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Need CE? Take the 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. Visit IMCA's Web site to learn more.
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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.
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Looking to Connect with Your Peers?
IMCA's LinkedIn group offers an online community to share best practices, discuss current issues, post jobs, and network. The group is open only to IMCA members and currently is home to more than 900 of your peers. To join click here.
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Call for Volunteers: IMCA Speakers Bureau
News stories are powerful and persuasive tools that shape attitudes and perceptions. Because IMCA delivers the premier investment consulting and wealth management credentials and world-class educational offerings, our members are valuable resources for reporters. More and more reporters are turning to IMCA for experts who can offer unbiased information on an assortment of topics. We invite you to take an active role in positively impacting media coverage of the financial services industry by joining the IMCA Speakers Bureau. Participants receive notice of media opportunities as they arise. To enroll in IMCA's Speakers Bureau, download, complete, and submit the IMCA Guidelines for Working with the Media document to Beau Ballinger. _______________________________________
Resources and Content Available in the IMCA Store
The online IMCA store provides members with discounts on a variety of resources, including brochures and books. Our three most popular brochures include The Facts About Investing, The Ten Most Common Mistakes Affluent Investors Make and How to Avoid Them, and Make the Smart Move—CIMA® Client Brochure. An expanded search function allows shoppers to find products and articles related to specific topics. Investments & Wealth Monitor articles are free for IMCA members and are available as electronic downloads for quick and easy reference. Visit the IMCA Store today! |