IMCA Resources for Consumers

Welcome to Investment Management Consultants Association. Sophisticated investors recognize that the financial world’s increasing complexities call for objectivity, experience, and expert evaluation—qualities encompassed by many Certified Investment Management AnalystSM (CIMA®) and Certified Private Wealth AdvisorSM (CPWA®) professionals.

Make the Smart Move
IMCA offers the CIMA and CPWA designations to experienced financial consultants who have successfully completed rigorous requirements. When you choose to work with a consultant who has earned these designations, you've made a smart move—you’ve chosen someone who can help you establish and obtain realistic financial objectives. When you choose a CIMA or CPWA designee, you’re choosing one of the best in the financial profession.

What is a CIMA Professional?
The CIMA professional provides objective investment advice and guidance to both individuals and institutions. CIMA professionals apply state-of-the-art investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions. View a PDF version of our brochure for more information, or visit our Find a CIMA Professional directory.

What is a CPWA Professional?
CPWA professionals identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. The focus of a CPWA professional is on assisting high-net-worth clients in the life cycle of wealth: accumulation, preservation, and distribution. View a PDF version of our brochure for more information, or visit our Find a CPWA Professional directory.

View our CIMA Certification
Consumer Brochure

View our CPWA Designation
Consumer Brochure

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