IDEAS
Sophisticated trustees and investors recognize that the financial world’s increasing complexities call for the objectivity, experience, and ethical evaluation of an investment consultant and wealth advisor. Seeking the right professional is a challenge. Looking for one of IMCA’s credential holders makes the choice easier.
Since 1988, the Investment Management Consultants Association has been offering the Certified Investment Management AnalystSM designation to experienced financial consultants who have successfully completed the rigorous CIMA program and met the other certification requirements. The Certified Investment Management Analyst is a professional who provides objective investment advice and guidance for both individuals and institutions. This professional integrates a complex body of investment knowledge and applies it systematically and ethically to specific client needs. The CIMA advisor applies state-of-the-art investment theory to assist clients in making prudent investment choices.
In 2007, IMCA extended its offerings to include the Chartered Private Wealth Advisor / CPWASM credential designed for those consultants who specialize in counseling high-net-worth clients, taking the professional past investments and into the area of estate planning, executive compensation, stock options, charitable planning, etc. The designation facilitates an advanced expertise in the life cycle of wealth: accumulating, preserving and protecting, and distributing.
Other designations supported by IMCA
CIMC—The Certified Investment Management Consultant was a self-study program offered originally by the Institute of Certified Investment Management Consultants. The program was merged into the CIMA program in 2002 and no longer accepts new applicants, but IMCA supports approximately 800 current designees.
CIS—The Certified Investment Strategist was a one-time program offered by IMCA and a leading business school in 2002. The program has evolved into the Investment Strategist Certificate program. See the related Web section on the Investment Strategist Certificate for more information.
All IMCA designation holders must maintain the highest ethical standards by agreeing to abide by the IMCA Code of Professional Responsibility. They also remain up to date in their field by completing 40 hours of continuing education every two years.
Download the Guide to Use of the IMCA Marks.
IMCASM, Investment Management Consultants AssociationSM and Certified Investment Management AnalystSM are service marks of the Investment Management Consultants Assn. Inc. and denote the highest quality of standards and education for financial professionals.
CIMA® and CIMC® are registered certification marks of the Investment Management Consultants Assn. Inc. CPWASM and Chartered Private Wealth AdvisorSM are pending certification marks of the Investment Management Consultants Assn. Inc.
The Investment Management Consultants Assn., Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.
