IMCA is an ethical and trustworthy conduit to cutting-edge investment strategies that maximize wealth potential. For advanced investment professionals seeking in-depth, specialized study we offer several advanced level certificate programs and for new professionals we offer a  certificate program focused on foundational subjects for investment consulting.

IMCA delivers the premier investment consulting and wealth management credentials (CIMA^® and CPWA^SM) and world class educational offerings (membership, conferences, publications, and certificate programs). It is important to note that certificate programs do not convey a designation upon an individual or certify that they are competent or knowledgeable in a field of practice. IMCA certificate programs are designed as comprehensive courses of study to provide the student with an in-depth understanding of a topic or group of topics. Participants are awarded a certificate upon completion of the program. 

Investment Strategist Certificate
This 5-day program held on the campus of The Wharton School has been designed to take the essentials learned in the CIMA course and use them as tools to move into more advanced application strategies and additional investment vehicles for your clients.

Alternative Investments Certificate
In partnership with The Wharton School, IMCA is proud to present a 5-day specialized course of study in alternative investments. The course is aimed at helping you develop a more in-depth understanding of this asset class which represents new opportunities to better diversify your clients’ overall portfolios and reduce risk.

Endowments and Foundations Certificate Program
This 5-day program held on the campus of The Wharton School has been designed to enhance your level of knowledge about the distinct needs of clients in the non-profit sector.

Essentials of Investment Consulting
This comprehensive, entry-level education program is designed specifically for financial services professionals who wish to develop expertise in investment consulting. The IMCA Essentials learning platform incorporates a comprehensive set of educational content and self-evaluation into a self-study environment. The program consists of four courses that cover (1) Investment Policy and the Asset Allocation Process, (2) Manager Search and Selection, (3) Performance Measurement and Evaluation, and (4) The Mathematics of Investment Consulting.