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.

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