Investors


IMCA Resources for Investors

In today’s complex and global financial world, clients demand sophisticated solutions from competent, ethical advisors. Since IMCA’s founding in 1985, our members have demonstrated they are leaders within this group and among the elite financial professionals in the industry. Certified Investment Management Analyst® (CIMA®) professionals and Certified Private Wealth Advisor® (CPWA®) professionals embrace traits like objectivity, experience, and expert evaluation.

Who is a CIMA Professional?

CIMA professionals provide objective investment advice and guidance to both individuals and institutions. CIMA professionals apply state-of-the-art investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions.

View our brochure about CIMA certification for more information, and find a CIMA professional near you.

Who is a CPWA Professional?

CPWA professionals identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. The focus of a CPWA professional is on assisting in the life cycle of wealth: accumulation, preservation, and distribution.

View our brochure about CPWA certification for more information, and find a CPWA professional near you.