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, certificate programs, and publications.
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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.
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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.
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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.
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IMCA Conferences—IMCA hosted more than 4,100 attendees at its eight conferences in 2007. IMCA hosts more conference attendees than any other industry association. In 2008, IMCA will hold two national conferences and six specialty conferences.
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Essentials of Investment Consulting Certificate
This comprehensive, entry-level education program is designed specifically for financial services professionals who wish to develop expertise in investment consulting. The IMCA Essentials learning platform incorporates a comprehensive set of educational content and self-evaluation into a self-study environment. The program consists of four courses that cover (1) Investment Policy and the Asset Allocation Process, (2) Manager Search and Selection, (3) Performance Measurement and Evaluation, and (4) The Mathematics of Investment Consulting.
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Investment Strategist Certificate
This 5-day program held on the campus of The Wharton School has been designed to take the essentials learned in the CIMA course and use them as tools to move into more advanced application strategies and additional investment vehicles for your clients. Learn More...
www.IMCA.org/main/do/ISC
Alternative Investments Certificate
In partnership with The Wharton School, IMCA is proud to present a 5-day specialized course of study in alternative investments. The course is aimed at helping you develop a more in-depth understanding of this asset class which represents new opportunities to better diversify your clients’ overall portfolios and reduce risk. Learn more...
www.IMCA.org/main/do/AIC
Endowments and Foundations Certificate Program
This 5-day program held on the campus of The Wharton School has been designed to enhance your level of knowledge about the distinct needs of clients in the non-profit sector. Learn More...
www.IMCA.org/main/do/Endowments_and_Foundations_Certificate_Program
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