Privacy Policy

Conditions of Use and Privacy Policy

Privacy Policy Effective August 7, 2014

This notice describes the Conditions of Use and Privacy Policy for IMCA and the website. By visiting, you are accepting the practices described in this Conditions of Use and Privacy Notice.

IMCA is committed to using its best efforts to attempt to safeguard your privacy online. Please read the following policy to understand how your personal information will be treated as you make full use of our services. “Personal information” means data that is unique to an individual such as name, address, social security number, telephone number, or e-mail address.

This policy may change from time to time, so please check back periodically. IMCA will post a notice on this site advising of a change to the Privacy Policy.

Information You Give Us Or We Receive From Other Sources

We receive and store information you enter on our website or give us in other ways.  We also may use and obtain from other sources information about you.

You can choose not to provide certain information, but then you might not be able to take advantage of certain member services. We use the information that you provide to us or that we acquire elsewhere to respond to your requests, enroll you in certificate and designation programs, continuing education programs, and conferences, fulfill publication requests, maintain your membership and continuing education credits, and other purposes as established by the IMCA Bylaws and the policies and practices of the IMCA Board of Directors.

Personal Contact Information

Name, company, and address information for all designees will be listed in the "Find a CIMA/CIMC" and “Find a CPWA” search engines. You may elect to opt out of listing your address information in this database by updating your profile using "My IMCA" or by contacting the national office, but your name and company will still be listed on these search engines.

Name, company, e-mail, phone and address information for all IMCA members will be the default listing in the "Membership Directory" search engine, which is only accessible to IMCA members. You may elect to opt out of listing all of your contact information in the member directory by updating your profile using "My IMCA" or by contacting the national office, but your name and company will still be listed.

Name, company, and address information for all attendees of IMCA conferences will be provided to conference sponsors and exhibitors. Under no circumstances will your e-mail address and phone number be released to sponsors and exhibitors. However, you should be aware that sponsors and exhibitors may occasionally have access to this information from sources other than IMCA.

Certification Information

We may share with the public, including, without limitation, any entity that you choose to name as your employer in the “Organization” field of the “My Contact Information” box within My IMCA, information concerning your certification.  The information that we may share with the public includes, among other things, your name, any entity that you choose to name as your employer in the “Organization” field of the “My Contact Information” box within My IMCA, your address, your contact information (phone and email if you do not “opt out,” as described above), your certification status (certified or not certified), your initial certification date, your current certification renewal date, and any history of public discipline imposed on you by IMCA. 

E-mail Communications

We may send e-mails to you regarding IMCA programs and events. If you are obtaining the CIMA or CPWA certifications, your name and e-mail address will be provided to independent review course providers, registered education providers, and other resources that youmay want to consider to complete your certification requirements. In the application, you can opt out of providing your contact information to third party service providers, and if you do so, we will not share your contact information with such third party service providers.  Your e-mail address and phone number will NOT be provided to any other or additional commercial and noncommercial entities including sponsors, exhibitors, or other vendors or product and service suppliers.  Your name and primary email address of record may be shared with any entity that you choose to name as your employer in the “Organization” field of the “My Contact Information” box within My IMCA..


From time to time we may employ agents to perform functions on our behalf, such as fulfilling orders, delivering packages, sending postal mails and e-mail, analyzing data, processing credit card payments, and providing network services. These agents may have access to your personal information on an as-needed basis to perform their functions, but they may not use such information for other purposes.

In order to make the site more useful to visitors, IMCA constantly strives to learn how users use the site. We may use the services of a third party, such as a data processor, for these purposes. IMCA may disclose information concerning users to these third parties for these purposes.

Protection of IMCA and Others

We release personal information when we believe such release is appropriate to comply with the law, the enforcement of our Code of Professional Responsibility, Standards of Practice, Disciplinary Rules and Procedures, Marks Use Guidelines, and Performance Reporting Guidelines, or to protect the rights, property, or safety of IMCA, our members, or others.


We protect the security of your personal information during transmission by using Secure Socket Layer (SSL) software, which encrypts information you input for any electronic purchase you may make. As good as modern encryption methods are, no data transmission over the Internet can be guaranteed to be 100-percent secure. IMCA cannot ensure or warrant the security of any information you transmit to us.

Conditions of Use


All content included on this site, such as text, graphics, logos, button icons, images, audio clips, digital downloads, data compilations, and software is the property of IMCA or its content suppliers and protected by United States and international copyright laws.


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. All trademarks not owned by IMCA that appear on this site are the property of their respective owners, who may or may not be affiliated with, connected to, or sponsored by IMCA.


IMCA grants you a limited license to access and make personal use of the information appearing on this site, but not to download (other than page caching) or modify it or any portion of it, in the absence of the express written consent of IMCA. This license does not include any right of resale or commercial use of the contents of this site. Collection and use of any listings, descriptions, prices, or derivative use of this site or its contents; downloading or copying of account information for the benefit of another; or use of data mining, robots, or similar data gathering and extraction tools is prohibited. Neither this site nor any portion of this site may be reproduced, duplicated, copied, sold, resold, visited, or otherwise exploited for any commercial purpose without express written consent of IMCA. You may not frame or utilize framing techniques to enclose any IMCA trademark, logo, or copyrighted material (including images, text, page layout, or form) of IMCA without express written consent. You may not use IMCA’s name or trademarks in meta tags or any other “hidden text” without the express written consent of IMCA. Any unauthorized use terminates the limited license granted by IMCA to access this site. You are granted a limited, revocable, and nonexclusive right to create a hyperlink to the IMCA home page, so long as the link does not portray IMCA or its products or services in a false, misleading, derogatory, or otherwise offensive manner. You may not use any IMCA trademark, name, logo, or copyrighted material as part of the link without IMCA’s prior express written permission.


This site is provided by IMCA on an “as is” and “as available” basis. IMCA makes no representations or warranties of any kind, express or implied, as to the operation of this site or the information, content, material, or products included on the site. You expressly agree that your use of this site is at your sole risk. IMCA does not warrant that this site will operate error-free or without interruption.

To the full extent permissible by applicable law, IMCA disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose. IMCA does not warrant that this site, its servers, or e-mail sent from IMCA are free of viruses or other harmful components. IMCA will not be liable for any damage of any kind arising from the use of this site, including, but not limited to loss of data, interruption of business, direct, incidental, punitive, and consequential damages.

Certain state laws do not allow limitations on implied warranties or the exclusion or limitation of certain damages. If these laws apply to you, some or all of the above disclaimers, exclusions, or limitations may not apply to you, and you might have additional rights.


By visiting, you agree that the laws of the State of Colorado, without regard to principles of conflict laws, will govern these Conditions of Use and any dispute of any sort that might arise between you and IMCA or its affiliates.


Any dispute relating in any way to your visit to or to products or services you purchase through IMCA shall be submitted to confidential arbitration in Denver, Colorado, except that, to the extent you have in any manner violated or threatened to violate IMCA’s intellectual property rights, IMCA may seek injunctive or other appropriate relief in any state or federal court in the state of Colorado, and you consent to exclusive jurisdiction and venue in such courts. Arbitration under this agreement shall be conducted under the rules then prevailing of the American Arbitration Association. The arbitrator’s award shall be binding and may be entered as a judgment in any court of competent jurisdiction. To the fullest extent permitted by applicable law, no arbitration under this agreement shall be joined to an arbitration involving any other party subject to this agreement, whether through class arbitration proceedings or otherwise.

August 7, 2014