IDEAS
IMCA has developed a certificate program specifically for financial services professionals who wish to enhance their fundamental knowledge of core topics related to the investment consulting process.
Who Should Enroll?
Participants can use the Essentials of Investment Consulting certificate program as a:
- Resource for understanding topics that support the investment consulting process.
- Tool to help prepare for IMCA’s Certified Investment Management AnalystSM (CIMA®) certification program.
- Comprehensive certificate program (see below)
To download a brochure of the certificate program, including topic highlights, click here.
To view an online demo of the certificate program, click here (please allow a few moments for the demo to load). (If you are interested in designing a custom Essentials of Investment Consulting certificate program for your firm, please e-mail Lara Davies or call 303.850.3081.)
To register for the certificate program online, click here.
Structure:
The IMCA Essentials of Investment Consulting certificate program learning platform incorporates a comprehensive set of educational content and self-evaluation tools into an online, self-study environment. There are 12 learning modules organized within an online learning center, with each module offering:
- Written educational content
- Self-assessment tools such as an application assignment
- Lecture recordings on key topics presented by subject matter experts
There also are three quizzes offered as checkpoints to assess your knowledge during the 12-module learning path. Each module is estimated to take 2–3 hours to complete which may vary depending on the level of expertise of the participant.
All participants will have six months from the date of their registration to complete the program. If a participant progresses at a rate of no longer than one week per module, he/she can complete the certificate program within a three-month timeframe.
Certificate of Completion:
The Essentials of Investment Consulting certificate program must be completed in its entirety by participants who wish to receive an IMCA Essentials of Investment Consulting "certificate of completion".
In order to receive an Essentials of Investment Consulting certificate of completion, a participant must receive a 70 percent passing score on all three online quizzes.
Once all three quizzes have been successfully completed, IMCA will send the participant a personalized IMCA certificate of completion.
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Options |
6-month License Fee |
| IMCA member | $795 |
| Nonmember | $995 |
Cancellation Policy
No refunds are available one registration has been processed. As a courtesy, IMCA will refund registration fees, less an $85 set-up/administrative fee, if written cancellation is received within 48 hours of the purchase. Participation is not transferable between individuals.
Should a participant not complete the program in the allotted 6-month time frame, a 6-month extension is available for $495 members/$595 nonmembers. The request for extension must be made no later than 30-days after the expiration date. If the extension is requested prior to the end of the initial 6-month period, all work done by the participant will be saved for future use.
The IMCA Essentials of Investment Consulting Certificate Program offers entry-level investment consulting information that is not appropriate for existing CIMA® and CIMC® professionals. The program has been pre-approved for up to seven hours of CFP® CE credit. IMCA is registered with NASBA as a sponsor of continuing professional education. Please note that this is a certificate program and successful completion does not result in a professional designation or credential.
