IDEAS
For more than 20 years, Investment Management Consultants Association (IMCA) has been dedicated to the educational advancement of investment professionals by delivering the premier investment consulting and wealth management credentials and world-class educational offerings (conferences, certificate programs, membership and publications).
Now, in order to meet the demand of our members’ increasingly sophisticated clients, IMCA is introducing the next level of professional achievement:
The Chartered Private Wealth AdvisorSM (CPWASM) program is an advanced designation created specifically for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation and distribution. Candidates who attain this designation will gain superior expertise in advanced wealth management content, strategies and applied concepts.
In keeping with IMCA’s history of working only with prestigious business schools, the Chartered Private Wealth Advisor designation is being offered in partnership with The University of Chicago Graduate School of Business, named by BusinessWeek magazine as the number one business school in the United States.
As the premier designation in this arena, the CPWA program offers a challenging educational program focused on advanced wealth management topics, including the following: asset protection, executive compensation plans, stock options, tax-efficient portfolios, charitable planning, tax planning and advanced estate and gift planning. Learn what you need to know in order to better serve your high-net-worth clients.
Apply today to reserve your place in this limited-enrollment program.
Click here to download a hardcopy brochure of the CPWA program.
For information regarding CPWA program content, please contact Jim Dobbs via e-mail or at 720.224.1530.
For information regarding CPWA program registration, please contact the Certification Department via e-mail or Kat Beck at 303.850.3091.
Note—IMCA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. The recommended CPE for the CPWA program is 37 credits. For more information on NASBA standards, click here.
