IDEAS
The following links and descriptions can be used within your company intranet to describe IMCA's education programs, designations, and other investment consulting and wealth management offerings.
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. More…
Certified Investment Management AnalystSM—CIMA®
IMCA—Investment Management Consultants Association offers the only advanced designation designed specifically for investment consultants, the Certified Investment Management Analyst program. Certified Investment Management Analyst professionals provide objective investment advice and guidance to both individuals and institutions. The CIMA professional integrates a complex body of investment knowledge and applies it systematically and ethically to assist clients in making prudent investment decisions. More…
Chartered Private Wealth AdvisorSM—CPWASM
The Chartered Private Wealth Advisor (CPWA) program is an advanced designation created specifically for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation and distribution. Candidates who attain this designation will gain superior expertise in advanced wealth management content, strategies and applied concepts. More…
Membership in IMCA is available for professionals who want to stay on the forefront of investing trends and strategies by offering cutting-edge information and a network of expert investment management strategists, advisors and consultants. More…
IMCA Conferences—IMCA hosted more than 4,300 attendees at its eight conferences in 2008. IMCA hosts more conference attendees than any other industry association. In 2009, IMCA will hold two national conferences and six specialty conferences. More...
Essentials of Investment Consulting Certificate Program
This entry-level certificate program is designed specifically for financial services professionals who wish to enhance their fundamental knowledge of core topics related to the investment consulting process. The IMCA Essentials of Investment Consulting learning platform incorporates a comprehensive set of educational content and self-evaluation tools into an online, self-study environment. There are 12 learning modules organized within an online learning center, with each module offering written educational content, a key themes discussion area, and an application assignment (along with a self-assessment tool). There also are three quizzes offered at three points during the 12-module online learning path, and several audio recordings presented by subject matter experts. Learn More...
This entry-level certificate program is designed specifically for financial services professionals who wish to enhance their fundamental knowledge of core topics related to the investment consulting process. The IMCA Essentials of Investment Consulting learning platform incorporates a comprehensive set of educational content and self-evaluation tools into an online, self-study environment. There are 12 learning modules organized within an online learning center, with each module offering written educational content, a key themes discussion area, and an application assignment (along with a self-assessment tool). There also are three quizzes offered at three points during the 12-module online learning path, and several audio recordings presented by subject matter experts. Learn More...
