IMCA Membership Benefits

You know why it's important to be an IMCA member, but what are the tangible benefits? Your $395 annual membership fee entitles you to more than $2,000 in value, including:

Subscriptions to Leading-Edge Publications
Everyday issues, new trends, research, and theory are delivered each year through two IMCA publications:

  • 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.
  • The Journal of Investment Consulting—IMCA’s premier, academic publication focuses on empirical, graduate-level research and includes commentary from academic authorities and industry leaders.

IMCA Legislative Network
Updates and information on legislation and regulations that affect you and your clients. The IMCA Legislative Network helps you keep a pulse on the happenings in Washington and elsewhere.

IMCA Research Quarterly
Proprietary, in-depth quarterly publication, for IMCA members, by IMCA members. The research is analyzed and reported by industry leader Cerulli Associates and details how IMCA members deliver best practices around topics like: portfolio construction, institutional consulting, managed accounts, and alternative investments.

Access to “My IMCA
Customized area of IMCA’s Web site that provides members with 24-hour-access to tools and resources that enhance the membership experience—monitoring of continuing education credits for IMCA designations, member directory, discounted event registration, and other membership benefits.

Model RFPs and Questionnaires
Three Model Request for Proposals (Model RFPs)—one each for equity investments, fixed income investments, and real estate investments—are available electronically to help smaller institutional investors streamline and improve their processes of selecting money managers. IMCA’s Hedge Fund of Funds and Investment Manager Questionnaires offer due diligence guidance through a customizable template.

Networking
IMCA hosts more than 4,500 attendees at conferences each year, and members receive greatly-reduced registration rates. IMCA’s LinkedIn group provides members with an online community for networking, job seeking, and discussion of industry trends.

Speakers Bureau
IMCA members can respond to media requests as they relate to the investment consulting and wealth management industry. This volunteer opportunity is open to any IMCA member and provides the opportunity to positively impact media coverage of the financial services industry. To enroll in the Speakers Bureau, download, complete, and submit the IMCA Guidelines for Working with the Media document.

Article Archives
Immediate access to an exhaustive collection of articles ranging from alternative investments to wealth management—and everything in between. Search and download unlimited articles by topic, keyword, and author. Investments & Wealth Monitor and Journal of Investment Consulting archives are free for members.

Podcasts
Experience highlights and explore compelling topics from the most popular IMCA conferences at your leisure.

Fresh Ideas
Explore world-class content on institutional consulting, wealth management, investment trends, best practices, and hot topics—all just a click away!

Industry News
IMCA eNews provides a pulse on industry happenings. The members-only, bi-weekly e-newsletter features educational content, membership offerings, and industry news highlights brought to members through a partnership with InvestmentNews.

Substantial Discounts
IMCA members receive massive reductions in conference registration, designation application and maintenance fees, and books and client educational brochures. If you are planning on attending an IMCA conference, making a purchase in the online store, or pursuing either of IMCA’s premier designations—CIMA® or CPWA®—you can’t afford not to join!

Affinity Programs
Partnerships with industry groups provide special access to products and services that help your business.

  • Bloomberg Businessweek: IMCA members receive a free subscription to Bloomberg Businessweek magazine. To learn more about this benefit, and to manage your subscription, click here.
  • Horsesmouth: IMCA members receive a professional courtesy six-month free trial package to a host of business development, practice management, financial planning, and investment management resources. Learn more or call 888.336.6884.
  • IPS AdvisorPro®: IMCA members receive 20 percent off first-year subscription to this Web-based software designed create fully customized investment policy statements. Learn more.
  • Roubini.com: IMCA offers members a trial subscription to Roubini Global Economics’ Web site, Roubini.com. Learn more about Roubini.com by downloading this brochure. To take advantage of this benefit, please e-mail IMCA. (Note—2010 benefit only. Limited capacity. Access granted to members on a first-come, first-served basis.)

New Science of Asset Allocation
Live Audio Broadcast I September 16

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Advanced Wealth Management
Conference

November 8-9 I San Francisco, CA
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Practice Management Conference
December 6-7 I Vail, CO
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IMCA Essentials of Investment
Consulting Certificate Program

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