IMCA was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings. We set the standards and practices for the investment management consulting profession and provide our members with exclusive access to the tools and resources required to enhance their business and best serve their clients.
Join today by filling out the online application or submitting a hard copy application.
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
Your $395 annual membership fee entitles you to benefits valued at a minimum of $2,000, including:
Significantly Discounted Rates for World-Class Educational Offerings
IMCA members receive significantly discounted rates for the prestigious Certified Investment Management AnalystSM (CIMA®) and Certified Private Wealth AdvisorSM (CPWA®) certification programs and IMCA’s renowned educational conferences and events.
- Save 50-60% on registration fees for IMCA's Annual Conference, Specialty Conferences, Best of IMCA workshops, and 33% off dozens of live or archived audio broadcasts.
- Receive discounts of up to 80% on CIMA certification application and maintenance fees.
- Save $500 on the CPWA certification program fee and 80% on CPWA recertification fees.
- Save 25-35% on IMCA's educational resources and CIMA Qualification Examination study resources. IMCA also offers three-months free access to the online test prep, the CIMA® Qualification Examination Review, for IMCA members.
- Save 25% off IMCA's Essentials of Investment Consulting certificate program.
- Deeply discounted prices for CIMA and CPWA client educational brochures.
Subscriptions to Leading-Edge Publications
Everyday issues, new trends, research, and theory are delivered each year through several IMCA publications, all complimentary for IMCA members:
- Investments & Wealth Monitor—IMCA’s members-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 Insight—IMCA Insight 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 SmartBrief.
- 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.
- IMCA Case Study Connections—Released exclusively through the LinkedIn network, Case Study Connections presents a study on a topic that is both timely and relevant to the investment consulting and wealth management industry.
- IMCA Legislative Intelligence—Monthly e-mail updates with information on legislation and regulations that affect you and your clients help members keep a pulse on the happenings in Washington and elsewhere.
- 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.
Print subscriptions are not available to international IMCA members, however, these members may receive a digital subscription upon request.
Access to powerful online resources and networking opportunities
- “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—track and monitor continuing education credits for IMCA designations, member directory, discounted event registration, and other membership benefits.
- Model RFPs and Questionnaires—Three Model Requests for Proposals (Model RFPs)—one each for equity investments, fixed income investments, and real estate investments—are available 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.
- IMCA Online Content Library—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.
- IMCA LinkedIn group—IMCA’s online center for community development provides members with an online forum for networking, resource sharing, job seeking, and discussion of industry trends.
- 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% off first-year subscription to this Web-based software designed to create fully customized investment policy statements. Learn more.

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