IDEAS
Sophisticated investors recognize that the financial world’s increasing complexities call for the objectivity, experience, and ethical evaluation of an advanced, specialized investment consultant and wealth advisor. Seeking the right professional is a challenge. Looking for one of IMCA’s credential holders makes the choice easier.
Since 1988, Investment Management Consultants Association has been offering the Certified Investment Management AnalystSM certification to experienced financial consultants who have successfully completed the rigorous education program and met the other certification requirements. The CIMA professional provides objective investment advice and guidance to both individuals and institutions. This professional integrates a complex body of investment knowledge and applies it systematically and ethically to assist clients in making prudent investment choices. Learn more.
In 2007, IMCA extended its offerings to include the Certified Private Wealth AdvisorSM credential designed for advisors and wealth managers who specialize in counseling high-net-worth clients, taking the professional past investments and into the area of estate planning, executive compensation, stock options, charitable planning, and more. The certification facilitates an advanced expertise in the life cycle of wealth: accumulating, preserving and protecting, and distributing. Learn more.
Other designations supported by IMCA
CIMC—The Certified Investment Management Consultant was a self-study program offered originally by the Institute of Certified Investment Management Consultants. The program was merged into the CIMA program in 2002 and no longer accepts new applicants, but IMCA supports approximately 400 current CIMC designees.
CIS—The Certified Investment Strategist was a one-time program offered by IMCA and a leading business school in 2002.
All IMCA certification holders must maintain the highest ethical standards by agreeing to abide by the IMCA Code of Professional Responsibility. They also remain up-to-date in their field by completing 40 hours of continuing education every two years.
IMCA® is a registered trademark and Investment Management Consultants AssociationSM and Certified Investment Management AnalystSM are service marks of Investment Management Consultants Association Inc. and denote the highest quality of standards and education for financial professionals. CIMA®, CIMC®, CPWA® are registered certification marks of Investment Management Consultants Association Inc. Certified Private Wealth AdvisorSM is a pending certification mark of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.
