Education Programs


  • Retirement Management Advisorsm (RMAsm) is a multi-stage education program for professionals interested in building custom retirement income plans for their clients.



  • The Applied Behavioral Finance course is designed to help advisors address common financial decisions that trip up investors when they're not at their rational best.
  • The Fundamentals of Alternative Investments course provides a foundation of core concepts in alternative investments.
  • The Investment Consulting Process course explores the five-step investment consulting process for professionals new to the industry, or for those looking to deepen their understanding of the role of the investment advisor in a prudent process that serves the client.
  • The Math for Investment Consultants course is designed for financial services professionals seeking to enhance their fundamental knowledge of the mathematical concepts that support the investment consulting process.
  • The Fiduciary Best Practices course explores the Department of Labor (DOL) Fiduciary Rule and its implications for investment advisors.

CE Library

  • CE Broadcasts are pre-approved for one hour of IMCA continuing education (CE) credit, and provide a convenient way to earn CE while learning about relevant and timely industry topics. 
  • Focus on Disruptive Trends Online. If you missed IMCA's Focus on Disruptive Trends event, this online program will get you up to speed. Earn continuing education and learn new strategies to build your business online anywhere, anytime—conveniently from your desktop or device
  • Private Wealth Advice Online. Missed IMCA's 2016 Private Wealth Advisor Conference in Chicago? Now is your chance to experience the best sessions from the conference online.
  • Winter Institute Online. Missed IMCA's 2016 Winter Institute in Arizona? Catch up with the best sessions from the conference with this new video bundle.
  • 2017 Investment Advisor Forum Online video bundle is comprised of the highest rated sessions from the February conference.
  • 2017 Annual Conference Experience Online video bundle is a compilation of highly rated sessions from the conference.
  •  Learn how to navigate the dynamics of a new generation of clients and explore how technology can change your game with Focus on Next Generation Clients, Advisors, and Technology Online

Online Resources for Certification Candidates

  • The Candidate Resource Center is designed to help candidates prepare for the CIMA® qualification and certification exams with topic overview readings, section quizzes, practice exams, and other helpful resources. Access is free for CIMA candidates who are IMCA members.
  • IMCA’s e-Campus is built for individuals enrolled in the CPWA® certification program, the CIMA Qualification Exam Review Course, or the Essentials of Investment Consulting certificate program.

Email IMCA's education department at [email protected] with any questions about these programs.