Membership Benefits

As a member of IMCA, you’ll have access to:

  • Significant discounts on professional certification program application and recertification fees. Our Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA) certifications set the bar for theoretical and practical advisor education. We provide training, administer the programs, and grant the certifications.
  • Members-only preferred discounts on world-class conferences. Each year we hold conferences considered must-attend events by the advisor and consultant community. Our Investment Advisor Forum, Annual Conference Experience—ACE, Private Wealth Advisor Conference, and smaller focused gatherings feature deep-dive topical immersion, peer-selected and peer-reviewed content, expert speakers from top business schools, and an abundance of networking opportunities. View our full conferences calendar.
  • Members-only preferred discounts on award-winning online educational programs. We offer certificate programs in vital areas such as Applied Behavioral Finance, Fundamentals of Alternative Investments, Essentials of Investment Consulting and Fiduciary Advice, Options and Futures, U.S. Tax and Regulation, and more. View our online education programs.
  • Complimentary discounts on leading industry publications. Members receive complimentary subscriptions to Barron’s, Investments & Wealth Monitor, Journal of Investment Consulting, Research Quarterly, IMCA Insight, and Legislative Intelligence.
    • Barron's, the world's premier investing publication, offers the latest stock market news, in-depth analysis and commentary on the markets.2
    • Investments & Wealth Monitor is IMCA's bi-monthly educational magazine that features industry news, discussions of timely investment topics, legislative updates, practice management tips, and legal information.
    • The Journal of Investment Consulting is IMCA’s premier, academic publication focuses on empirical, graduate-level research and includes commentary from academic authorities and industry leaders.
    • Research Quarterly is a proprietary, in-depth quarterly research-based publication, for IMCA members, by IMCA members. The research is analyzed and reported by industry leader Cerulli Associates and details how IMCA members deliver best practices around topics like: portfolio construction, institutional consulting, managed accounts, and alternative investments.
    • IMCA Insight is our members-only, bi-weekly e-newsletter features educational content, membership offerings, and industry news highlights brought to members through a partnership with SmartBrief, an industry new aggregator.
    • Legislative Intelligence is a monthly e-mail updates with information on legislation and regulations that affect you and your clients, and help members keep a pulse on happenings in Washington and elsewhere.
  • Access to an exhaustive library of online resources. Our online library is at your disposal. You can find CIMA and CPWA test prep resources, webinars, and other training programs, more than 2,000 peer-reviewed articles, model RFPs, and much more.
  • Networking opportunities. IMCA brings together the best and brightest advisors, consultants, and wealth managers who share a drive to grow their knowledge and skills. Joining gives you instant access to this outstanding group through IMCA's members-only LinkedIn group and during our events.

Join IMCA today by completing the online application or submitting a hard copy application.

1 Though you may find these materials to be helpful resources in your studies, they are not required and are not intended to provide comprehensive coverage of all topics associated with the CIMA certification process. IMCA’s resources are designed to help you focus your study, but they are not meant to provide exhaustive coverage of all topics on the qualification and certification examinations.
2 Barron's subscription is only available within the continuous U.S. and does not include digital access.