Watch a video about IMCA membership benefits! Members talk about why IMCA is the community for advanced professionals and why they enjoy belonging to this elite association. IMCA members utilize benefits like online resources, industry publications, and discounted conference and certification fees to enhance their practice and grow professionally.

IMCA—Investment Management Consultants Association—was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants and wealth managers with the credentials and tools required to best serve their clients.

 

Not a member? Join today by filling out the online application or submitting a hard copy application.

 

There are also three easy ways to renew your membership:
1. Click here to log in and renew online.
2. Fax the Membership Renewal form with payment to IMCA at 303.770.1812.
3. Mail the Membership Renewal form with payment to IMCA:
IMCA
Attn: Membership Renewal
5619 DTC Parkway, Suite 500
Greenwood Village, CO 80111

Certifications
Certified Investment Management Analyst^SM
The cornerstone of IMCA is the Certified Investment Management Analyst certification. The CIMA^® certification reflects experience, education, examination, and ethical standards. Every financial professional who has earned the CIMA certification has at least three years of client-centered experience in financial services, has passed an extensive background check, and has completed the demanding graduate-level program of study.

Certified Private Wealth Advisor^SM
IMCA’s newest designation, the Certified Private Wealth Advisor, or CPWA^®, facilitates an advanced expertise in the life cycle of wealth: accumulation, preservation and protection, and distribution. This program offers advanced financial education designed for experienced financial advisors and consultants who work with high-net-worth clients.

IMCA’s certifications are offered only through the top business schools in the country: The Wharton School, University of Pennsylvania and The University of Chicago Booth School of Business.

The association is proud to serve almost 8,000 members including 6,200 CIMA professionals and more than 350 CPWA professionals. Each member must subscribe to and each designee must adhere to IMCA’s Code of Professional Responsibility. In addition, IMCA’s Standards of Practice and Performance Reporting Standards provide practical guidance to investment management consultants in the course of conducting their practices and providing services to clients.

Advanced Education
To further distinguish its members, the association is dedicated to the advanced education of investment professionals. IMCA conferences host more than 4,500 attendees annually. The IMCA Annual Conference offers headline general sessions and leading-edge workshops covering topics such as practice management, technology, international investments, and wealth management. Additional specialty conferences deliver focused-topic agendas including asset allocation, advanced wealth management, practice management, a New York consultant’s conference, and an advanced CIMA workshop at The Wharton School.

In addition to onsite offerings, IMCA provides interactive audio broadcasts that concentrate on current industry 'hot topics.' IMCA also offers an entry-level certificate program, Essentials of Investment Consulting. The association’s publications include Investments & Wealth Monitor, a bi-monthly educational magazine featuring professional contributors addressing everyday issues, and the Journal of Investment Consulting, which delves into the research and theory of investments.

Governance Structure
A thirteen-member board of directors, including four officers, governs IMCA. The membership elects twelve positions, the past president serves one additional term of office, and the executive director serves on the board ex-officio. Volunteer committees, such as certification, conferences, membership, and wealth management, provide input to the board and assist in directing the activities of the association.

For the investment professional, IMCA is an ethical and trustworthy conduit to cutting-edge investment strategies that maximize wealth potential.