Topics Accepted for Continuing Education Credit

Continuing education is a form of recertification and, therefore, should be tied directly to the knowledge, skills and abilities that are covered in the CIMA certification process. In addition to the original topics covered under the CIMA education, the list below outlines some of the subject areas that may be accepted for CE credit by IMCA.

  • Alternative Investments
  • Asset Allocation (tactical and strategic)
  • Behavioral Science (e.g., psychology of investors)
  • Best Practices-Consulting
  • Building Your Business
  • Business Strategies
  • College Graduate Courses (related to investment consulting)
  • Economics
  • Equity Strategies
  • ERISA Portfolio Management
  • Estate Planning
  • Global/International Investing
  • Hedge Funds
  • High Net Worth Clients (investment solutions)
  • Investment Consulting Process
  • Investment Consulting Tools &. Techniques (not product promotion)
  • Investment Demographics
  • Investment Legal &. Compliance Issues
  • Investment Opportunities
  • Leadership Programs (investment consulting)
  • Marketing and Selling Skills and Techniques
  • Motivation Programs
  • Municipal Bonds
  • Retirement Plans (investment consulting)
  • Team Building (investment management practices)
  •  Wealth Management


 


Need One CE Credit?
Oct. 16 Audio Broadcast: Modern
Portfolio Theory: Fact or Fiction
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Advanced Wealth Management Conf.
October 27-28 I Costa Mesa, CA
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Need One CE Credit?
Nov. 13 Audio Broadcast:
Financial Markets Post-Election
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Practice Management Conference
December 7-9 I Vail, CO
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New York Consultants Conference 
January 12-13, 2009 I New York, NY

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