Investment Management Consultants Association Named “CE Quality Partner” by CFP Board of Standards

Issue date: 
Friday, September 22, 2017
Contact name: 
Greta Gloven
Contact number: 
+1 (303) 850-3079
Contact Email: 

Investment Management Consultants Association Named “CE Quality Partner” by CFP Board of Standards

Investment Management Consultants Association® (IMCA®) recognized as “Continuing Education (CE) Quality Partner”
by the Certified Financial Planner Board of Standards Inc. (CFP Board)

 

DENVER – Sept. 18, 2017 – The Investments Management Consultants Association® (IMCA®) has been named a “CFP Board CE Quality Partner” after successfully meeting criteria established by Certified Financial Planner Board of Standards Inc. (CFP Board).

As a CE Quality Partner, IMCA has demonstrated a commitment to developing continuing education (CE) programs that meet a high set of standards outlined by CFP Board. To achieve and maintain status as a CE Quality Partner, IMCA has agreed to have a random number of self-study and live programs reviewed against a rigorous evaluation rubric developed by CFP Board’s Council on Education. IMCA is now one of only nine CE sponsors listed on CFP Board’s website as a CE Quality Partner, and is authorized to identify itself as such on its program materials.

“IMCA’s CE Quality Partner status reinforces our mission to deliver premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications,” said Devin Ekberg, CFA, managing director of education. “IMCA sets the global standards and practices for the investment management industry and provides advisors with the credentials and tools required to best serve their clients anywhere in the world. We’re excited to earn this distinction and look forward to continuing to provide quality education for CFP® professionals.”           
 

About IMCA

Established in 1985, IMCA is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Serving individual members and certificants in 37 countries around the world, IMCA members collectively manage more than $3 trillion, providing investment consulting and wealth management services to individual and institutional clients.

Since 1988, IMCA, has offered the Certified Investment Management Analyst® certification (CIMA®), 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 from those who do not. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high-net-worth clients. In 2016, IMCA’s educational programs hosted more than 6,000 professionals.

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

About CFP Board

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes nearly 80,000 individuals to use these marks in the U.S.  For more about CFP Board, visit www.CFP.net.