IMCA Resources for Investors
The 21st Century global financial world is complex and can be intimidating for investors, which is why they are demanding more guidance from their advisor than ever before. Sixty-three percent of investors say it is important or critical that their advisor provide cutting-edge investment strategies, recent IMCA research reveals1. Today’s clients desire a level of expertise and honesty from their advisor or consultant that is above and beyond what is minimally required—a new standard of investment advice.
Since IMCA’s founding in 1985, IMCA members have proven they are leaders 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 are elite advisors who provide objective investment advice and guidance to both individuals and institutions. CIMA professionals apply advanced investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions.
Who is a CPWA Professional?
CPWA professionals are experienced, objective, and trustworthy private wealth managers. CPWA professionals identify and analyze challenges facing high-net-worth clients and develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. CPWA professionals are skilled in assisting in the life cycle of wealth: accumulation, preservation, and distribution.
1Findings based on 1,041 responses to If Not Now Research, Inc. survey, 2015