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 designation holders, by full last name or initial, available to anyone.
Find a CPWA: This is a searchable list of current CPWA designation 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 designation. Investment professionals who are serious about managing someone else’s money should attain this prestigious mark.
CPWASM—The newest addition to the IMCA offerings is the Chartered Private Wealth Advisor designation. Partnering with The University of Chicago Graduate 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 Conferences—In addition to on-site offerings, we provide interactive audio conferences that concentrate on current industry ‘hot topics.’
For CIMA designees and advanced investment management professionals seeking in-depth, specialized study we offer several advanced-level certificate programs: Alternative Investments, Endowments and Foundations, and Investment Strategist. IMCA also offers certificate programs focused on foundational subjects.
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.
IMCA has arranged discounts for its members to have access to a variety of publications and marketing tools for your business and your clients. IMCA member programs include:
- ACCESS/Information Service: research and analysis services; IMCA members receive a 10-percent discount. Contact ACCESS/Information direct at www.access-information.com or 1.800.827.7607.
- Adviser Practice Management: Adviser Tools, IMCA members receive a free Partner Edition for Web-based Practice Management Platform designed specifically for the financial advisor. Contact Adviser Practice Management direct at www.advisortool.net or 1.888.286.6578.
- Hitec Laboratories LTD: Conform™, compliance policy framework to reduce risk, provide evidence of best practice and compliance, and reduce costs; IMCA members receive a 15-percent discount. Contact Hitec direct at www.hiteclabs.com or 508.620.5372.
- Horsesmouth: Business development, practice management, and financial planning through library; IMCA members receive a three-month free trial package.
- IPS AdvisorPro™: Web-based software to create fully customized investment policy statements; IMCA members receive 20 percent off first-year subscription.
We’ll track your CIMA and CPWA CE for you. As part of your membership you can check your IMCA and nonIMCA CE 24 hours a day on our Web site.
