IDEAS
Directory of IMCA Members: This is a current list of active members, listed in searchable fashion by full name or last initial, including members in Canada and Australia. This is available to MEMBERS ONLY through My IMCA.
Find a CIMA: This is a searchable list of current CIMA/CIMC certification holders, by full last name or initial, available to anyone.
Find a CPWA: This is a searchable list of current CPWA certification holders, by full last name or initial, available to anyone.
Check CE Status: This is an area of My IMCA for designees who want to check the current status of their continuing education credits.
CIMA®—The cornerstone of IMCA is the Certified Investment Management Analyst certification. Investment professionals who are serious about managing someone else’s money should attain this prestigious mark.
CPWA®—The newest addition to the IMCA offerings is the Certified Private Wealth Advisor credential. Partnering with The University of Chicago Booth School of Business, IMCA is proud to offer a unique program of study dedicated to furthering the knowledge and skills of advisers working with the high net worth client.
National Conferences—Our biannual national conferences offer headline general sessions and leading-edge workshops with topics such as practice management, technology, international investments, and wealth management to name a few.
Specialty Conferences—Our specialty conference calendar delivers five focused-topic agendas such as advanced wealth management, international investments, and alternative investments.
Audio Broadcasts—In addition to onsite offerings, we provide interactive audio conferences that concentrate on current industry ‘hot topics.’
IMCA offers an entry-level certificate program focused on foundational subjects, Essentials of Investment Consulting.
Investments & Wealth Monitor—IMCA’s member only, bimonthly educational magazine features industry news, discussions of timely investment topics, legislative updates, practice-management tips, and legal information. Browse articles online, download current and past articles, or purchase professional reprints.
The Journal of Investment Consulting—IMCA’s premier, semi-annual academic publication focuses on empirical, graduate-level research and includes commentary from academic authorities and industry leaders. Members can purchase reprints at 50 percent of the retail rate.
Books and client educational brochures are also available at significant member discounts. These publications are valuable tools in helping your clients understand the consulting process.
Questionnaires: These important documents provide you with a template to use during the “request for proposal” stage of any business interaction. They have proven to be extremely valuable in a variety of settings: The Hedge Fund of Funds Questionnaire or The Investment Manager Questionnaire (available in the membership section of My IMCA).
The Legislative Network offers members comprehensive reporting on national and state legislative and regulatory developments that affect the industry, plus direct links to regulatory agencies and uniform laws. Find out what’s happening in your state and help shape future legislative bills.
We’ll track your designation CE for you. As part of your membership you can check your IMCA and non-IMCA CE 24 hours a day on our Web site.
