IDEAS
The following links and descriptions can be used within your company intranet to describe IMCA's education programs, certifications, 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 certification designed specifically for investment consultants, the Certified Investment Management Analyst certification 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…
http://cimaconsultant.org
Benefits of CIMA Certification
The financial services industry recognizes the CIMA certification as the standard for advanced investment consulting. The CIMA credential communicates to clients and peers that the consultant has completed a rigorous process reflecting a high level of competency, professionalism, and investment expertise. Click here for a description of the average CIMA professional as well as testimonials and a listing of our top corporate supporters.
Benefits of CIMA Certification
The financial services industry recognizes the CIMA certification as the standard for advanced investment consulting. The CIMA credential communicates to clients and peers that the consultant has completed a rigorous process reflecting a high level of competency, professionalism, and investment expertise. Click here for a description of the average CIMA professional as well as testimonials and a listing of our top corporate supporters.
Certified Private Wealth AdvisorSM—CPWA®
The Certified Private Wealth Advisor (CPWA) designation is an advanced credential created specifically for financial advisors 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…
Benefits of CPWA Designation
The CPWA designation provides advisors with advanced expertise in wealth management content, strategies, and applied concepts in order to better-serve a high-net-worth client base. The educational component of this program is offered in conjunction with The University of Chicago Booth School of Business. CPWA graduates have told us that they believe that wealth management professionals, like medical professionals, should have a strong foundation in generalized knowledge and specialized knowledge in order to best deliver their services and skills. Hear what else they've had to say...Click here.
The CPWA designation provides advisors with advanced expertise in wealth management content, strategies, and applied concepts in order to better-serve a high-net-worth client base. The educational component of this program is offered in conjunction with The University of Chicago Booth School of Business. CPWA graduates have told us that they believe that wealth management professionals, like medical professionals, should have a strong foundation in generalized knowledge and specialized knowledge in order to best deliver their services and skills. Hear what else they've had to say...Click here.
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 and wealth management professionals. More…
http://joinimca.org
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...
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...
www.IMCA.org/main/do/Conferences
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. To view an online demo of the certificate program click here. If you are interested in designing a custom Essentials of Investment Consulting certificate program for your firm, please e-mail Lara Davies or call 303.850.3081. Learn 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. To view an online demo of the certificate program click here. If you are interested in designing a custom Essentials of Investment Consulting certificate program for your firm, please e-mail Lara Davies or call 303.850.3081. Learn More...
