Investment Management Consultants Association Australia Announces Intention to Rebrand as CIMA Society of Australia

Issue date: 
Tuesday, September 19, 2017
Contact name: 
Greta Gloven
Contact number: 
+1 (303) 850-3079
Contact Email: 

Investment Management Consultants Association Australia Announces Intention to Rebrand as CIMA Society of Australia

Leading investment professional association to change its name to better
reflect its core purpose and the members it serves

MELBOURNE & SYDNEY – IMCA Australia, an affiliate of the global Investment Management Consultants Association® (IMCA®), announced today at its 2017 Annual Conference that it will soon rebrand as the CIMA Society of AustraliaTM . The name change will be rolled out progressively over the ensuing months, with a formal launch to occur early in 2018.

“The new name will further reinforce our commitment to providing the most comprehensive, relevant education and standards available to the advanced investment and wealth management community, and represents the last in a series of significant strategic initiatives that have been taken over the past 18 months,” said Brett Elvish, chairman of IMCA Australia. “IMCA Australia is undertaking this particular initiative as part of the association’s goal of further emphasizing the importance of its exclusive Certified Investment Management Analyst® (CIMA®) certification, which represents the peak international, technical portfolio construction certification program designed for investment and wealth management practitioners and advocates.”

As the CIMA Society, its primary goal is to provide certification, continuing education, standards and networking opportunities to a community of sophisticated investment professionals. In addition to the CIMA certification program for new candidates, the Society will continue to deliver seminars, conferences, and membership benefits to hundreds of existing CIMA certificants and other professionals from the investment and wealth industry throughout Australia.

Established in 1988, the CIMA certification is the only financial services certification operating in Australia that meets international accreditation standards (ANSI/ISO 17024) for personnel certification. To earn this international accreditation, the CIMA program must consistently distinguish those who meet a global standard of competency and skills in investment management from those who do not.

The CIMA certification process requires candidates to meet all eligibility requirements, including “the four E’s”:  Experience, Education, Examination, and Ethics. In addition to a minimum experience requirement of three years, all candidates must attend and complete an executive education program offered in conjunction with one of the following educational institutions:  The Investment Management Research Program of Portfolio Construction Forum and University of Technology Sydney, The Wharton School, University of Pennsylvania, The University of Chicago Booth School of Business, and Yale School of Management. The final step in the certification process is to pass the rigorous examination requirements. In Australia, Portfolio Construction Forum is IMCA Australia’s Preferred Education Provider, and is responsible for managing and delivering the CIMA certification program and continuing education.

CIMA certification requires proof of continued competency through completion of 40 hours of continuing education every two years. In addition, IMCA Australia enforces adherence to IMCA’s Code of Professional Responsibility through Disciplinary Rules and Procedures, which are administered by a Professional Review Board.

The IMCA Australia 2017 Annual Conference is taking place 19 September in Melbourne and on 20 September Sydney. It features Professor Michael Gallmeyer of the University of Virginia and Michael Thawley of Capital Group International, Inc. More than 350 professionals are in attendance to learn how to navigate investment strategies during a time of geopolitical uncertainty around the globe.

To learn more about the CIMA Society of Australia, Brett Elvish on 0413 176 164 or [email protected]

To learn more about the CIMA program in Australia, Graham Rich on 0418 437 484 or g[email protected]


About IMCA Australia

Established in 2000, IMCA Australia’s (soon to be the CIMA Society of Australia™) mission is to promote and maintain a high standard of knowledge and practice among investments and wealth professionals, with the Certified Investment Management Analyst® (CIMA®) program and ongoing recertification as the core strategy. IMCA Australia strives to keep its members at the forefront of a complex and changing marketplace by offering best practice certification, continuing education and standards.

In addition to offering the CIMA® program through its Preferred Education Provider the Portfolio Construction Forum, the IMCA Australia provides educational opportunities, facilitates conferences and delivers a comprehensive seminar series, and distributes technical publications.

IMCA Australia is an affiliate of the Investment Management Consultants Association® (IMCA®), founded in the United States in 1985. The Directors of IMCA Australia include asset consultants, investment managers, analysts, and business management professionals across the Australian investment and wealth industry.

About IMCA International

Established in 1985, IMCA is a nonprofit professional association and credentialing organization serving individual members and certificants in 38 countries around the world. IMCA members provide investment consulting and wealth management services to individual and institutional clients. Since 1988 in the United States of America and since 2000 in Australia, IMCA has offered the Certified Investment Management Analyst® (CIMA®) program, which meets international accreditation standards (ANSI/ISO 17024) for personnel certification. The CIMA certification consistently distinguishes those who meet a global standard of competency and skills in investment management analysis from those who do not.

IMCA® and Investment Management Consultants Association® are registered trademarks of Investment Management Consultants Association Inc. CIMA® and Certified Investment Management Analyst® are registered certification marks of Investment Management Consultants Association Inc. The Investment Management Consultants Association Inc. does not discriminate in educational opportunities or any other characteristic protected by law.