IDEAS
Education Program Overview
The program begins with an approximately six-month long pre-study program and concludes with a 5-day long class at the Gleacher Center in downtown Chicago, home of The University of Chicago Booth School of Business Executive Education program. Program faculty include both Chicago Booth professors and experienced practitioners—wealth managers, retirement planning specialists, investment managers, tax experts, and estate-planning and asset-protection attorneys.
All course participants receive pre-study books and IMCA publications, as well as lecture notes prepared from the professor's remarks. Readings from the finest in relevant research and applied thought, including the Journal of Wealth Management, are included in the course material. IMCA assures each individual a week of educational challenge and professional opportunity. You may download the core topic list, the program's detailed learning objectives, or review the summary of education topics below:
Program Core Topic list
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Section 1: Ethics
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Section 2: Tax Planning
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Section 3: Portfolio Management & Behavioral Finance
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Section 4: Planning for Executives
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Section 5: Planning for Closely Held Business Owners
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Section 6: Retirement Planning
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Section 7: Risk Management & Asset Protection
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Section 8: Charitable Planning
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Section 9: Estate Planning
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Section 10: Client Relationships, Family Dynamics, & Legacy Planning
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