Investment management consultants

Keywords: investment management consultants
Description: IMCA is the leading provider of investment consulting & wealth management credentials. Join as a member to advance your education & attend finance conferences!

Investment Management Consultants Association ® was established in 1985 to deliver premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications. IMCA sets the global standards and practices for the investment management consulting profession and provides investment consultants and wealth managers with the credentials and tools required to best serve their clients anywhere in the world. For more information download a copy of our comprehensive brochure.

IMCA is proud to serve more than 10,000 members and certificants in 32 countries worldwide, including 7,225 CIMA certificants and 941 CPWA professionals, as of December 31, 2015. Each member must subscribe to and each designee must adhere to IMCA’s Code of Professional Responsibility. In addition, IMCA’s Standards of Practice and Performance Reporting Standards provide practical guidance to investment management consultants in the course of conducting their practices and providing services to clients.

The cornerstone of IMCA is the Certified Investment Management Analyst ® certification. The CIMA ® certification reflects experience, education, examination, and ethical standards. Those who have earned the CIMA certification have at least three years of experience in financial services, have passed an extensive background check, have completed a demanding two-step, graduate-level program of study, and have passed a comprehensive examination.

IMCA’s newest designation, the Certified Private Wealth Advisor ®. or CPWA ®. was launched in 2007 and facilitates an advanced expertise in the life cycle of wealth: accumulation, preservation and protection, and distribution. Those who earn this designation learn to identify and analyze challenges facing high-net-worth clients and how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

IMCA’s certifications are offered in conjunction with three of the top business schools in the United States, as well as one leading business school in Australia: The University of Chicago Booth School of Business; The MIT Sloan School of Management; The Wharton School, University of Pennsylvania; and the University of Technology, Sydney. Click here to learn more about these Registered Education Providers.

To further distinguish its members, IMCA is dedicated to the advanced education of investment and wealth management professionals. IMCA conferences hosted more than 4,000 attendees in 2013. The IMCA Annual Conference offers headline general sessions and leading-edge workshops covering topics such as practice management, technology, international investments, and wealth management. The 2013 specialty conference calendar delivers four in-depth events with agendas focused on relevant topics like advanced wealth management, alternative investments, and investment theory. In addition to its Annual Conference and four specialty conferences, IMCA hosted six Best of IMCA seminars in 2013.

In addition to onsite offerings, IMCA provides interactive audio broadcasts that concentrate on current industry hot topics. IMCA also offers an entry-level certificate program, Essentials of Investment Consulting. The association’s publications include Investments & Wealth Monitor. a bi-monthly educational magazine featuring professional contributors addressing everyday issues; the Journal of Investment Consulting. which delves into the research and theory of investments; and IMCA Research Quarterly. which provides proprietary, in-depth research for IMCA members, by IMCA members.

A thirteen-member board of directors, including four officers, governs IMCA. The past chair serves one additional term of office, and the executive director serves on the board ex-officio. Volunteer committees, such as certification, conferences, membership, and wealth management, provide input to the board and assist in directing the activities of the association.

For the advanced investment and wealth management professional, IMCA is an ethical and trustworthy conduit to cutting-edge investment strategies that maximize wealth potential.

IMCA and its management are committed to ensuring that its certification and other activities are undertaken impartially, objectively, and fairly.  To this end, IMCA’s policies, procedures, and actions are applied evenly to all persons.  IMCA also manages conflicts of interest, and ensures that its activities and decisions are not adversely influenced by irrelevant factors. IMCA further is committed to ensuring that its certification activities are independent of its other activities, and that its decisions at all phases of certification are made without bias or prejudice and based entirely upon the criteria for certification.

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