Future of Investment Advice Study: 2017 CIMA Job Analysis

IMCA is currently conducting a global study on the future of professional investment advice. If you are a leading practitioner in this global profession, we need your input.

IMCA’s “Future of Investment Advice Study: 2017 CIMA® Job Analysis” examines the activities that comprise the role investment professionals play, and evaluates the knowledge, skills and abilities required to complete those activities effectively. The financial advisory industry is arguably one of the most dynamic sectors in the global economy as new practices, regulations and financial products hit the market daily. IMCA conducts a job analysis regularly to ensure that initial and ongoing certification requirements reflect current professional practice, and to establish the voluntary Certified Investment Management Analyst® (CIMA®) certification global standard for financial advisors and investment consultants.

Help Define the Future of the Evolving Financial Advice Industry & Help Protect Investors

Help define the industry standard for investment and wealth professionals by taking the “Future of Investment Advice Study: 2017 CIMA® Job Analysis" survey by clicking here.

The survey asks financial advisors, registered investment advisors, investment consultants, and investment analysts to rate the importance of a series of knowledge and skill statements as related to job performance. Once completed, the analysis helps IMCA identify critical information that will be integrated into the CIMA global certification process. From there, the CIMA certification requirements and exam blueprint will be updated to reflect the latest knowledge and skills required to deliver prudent, ethical investment advice.

Here’s What You’ll Earn by Completing the Survey

  • All participants who complete the survey will be entered into a drawing to receive one of five complimentary registrations for IMCA’s 2018 Annual Conference Experience in Nashville, May 6–9 OR one of five complimentary enrollments in IMCA’s Applied Behavioral Finance course, as well as an executive summary of the study when it is available (anticipated January 2018).
  • CIMA, CIMC, or CPWA designees will also receive three hours of IMCA continuing education credit.

Note: The survey must be completed in its entirety to be eligible for these rewards.