For more than 25 years. The first class of CIMA certificants graduated in 1988.
Some companies offer reimbursement programs, though IMCA is not involved, and candidates should contact their employers for information.
Yes. The CIMA education requirement provides CE credit for IMCA’s CIMC® and CPWA® certifications. In addition, the attainment of the CIMA certification has been pre-approved for 60 hours
of CE credit for the CFP® designation. Once certified, IMCA will report CE hours to CFP Board of
Standards. IMCA also 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.
The CIMA Certification Process section of the website outlines information about program
application and fees, registered education providers, exams, and study resources that help with the
If the CE subject matter is related to investment consulting and each session is at least 50 minutes long, the earned CE counts toward CIMA or CIMC renewal. A comprehensive listing of education topics can be found by clicking here.
You may check the continuing education hours IMCA has accepted toward certification renewal by logging into your “My IMCA” account from any page on our website by entering your username and password in the top right-hand corner.
Online CE reporting happens in real-time, so your CE record is updated immediately. For faxed or emailed documentation, please allow at least two weeks from receipt of the CE submittal in the IMCA office for your record to be updated.
You will lose the rights to use the marks when the renewal period expires. No extensions will be granted. If you are a few CE credits short of your 40-hour CE requirement, you might consider registering for and accessing IMCA broadcasts, worth one IMCA-sponsored CE hour each. .
Since the program focuses on strategies and issues, including taxation, relevant to high-net-worth clients in the United States, it does not translate well to advisors working in other countries. IMCA does not recommend advisors outside the U.S. apply.
Yes. The program is pre-approved for 28 CE hours from CFP Board. Once certified, IMCA will report CE hours to CFP Board of Standards.
This program is designed for seasoned advisors who work specifically with high-net-worth clients. It is not an entry-level program in financial planning. The program encompasses advanced practices in the life cycle of wealth: accumulation, preservation, protection, and distribution.
Both CPWA and CIMA certifications offer advanced educational content, and an investment advisor, wealth manager or financial planner will benefit from earning either certification. Advisors who specialize in serving the needs of high-net-worth clients should pursue CPWA certification, as the curriculum teaches ways to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. The CIMA certification designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.
Anyone with an interest in investment consulting, investment theory, financial planning, wealth management, and the latest investment trends. IMCA members are not required to hold CIMA certification or CPWA certification.
® © 2015 by Investment Management Consultants Association, Inc.