Investment Management Consultants Association

Member Description

 

Established in 1985, IMCA is a nonprofit professional association and credentialing organization with more than 9,000 individual members. IMCA members collectively manage more than $1.9 trillion, providing investment consulting and wealth management services to individual and institutional clients.

Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®)certification, which earned accreditation by the American National Standards Institute (ANSI) in April 2011, making it the first financial services credential in the United States to meet international standards (ISO 17024) for personnel certification. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high-net-worth clients. In 2012, IMCA conferences and workshops hosted 4,000 attendees.

Visit www.IMCA.org for more information.

Resources

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Sponsoring and exhibiting at an IMCA event provides valuable exposure to some of the industry's most established financial professionals. IMCA members manage $327M on average, and represent the top tier of the industry.

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Since 2011, CIMA certification has been the only financial services certification in the United States to hold third-party accreditation by American National Standards Institute (ANSI) and meet meet international standards (ISO 17024) for personnel certification.

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CIMA professionals are more satisfied with their careers, earn better compensation, and manage more assets for higher-net-worth clients than other advisors, according to research conducted by the Aite Group

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IMCA Conferences: Advanced Education Not Available Anywhere Else

Press Release

IMCA Defines Wealth Management
Job task analysis identifies distinct knowledge and skills required to advise affluent clients

 

DENVER—November 8, 2012—Investment Management Consultants Association® (IMCA®)today released a white paper detailing the findings of a comprehensive job analysis that defines the practice of wealth management. In addition to clarifying what constitutes a private wealth advisor, IMCA will use the analysis to refine the experience, education, examination, and ethics...

Press Release

INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION® (IMCA®) introduced its 2012 board of directors, with four new members and four new officers. The 13-member volunteer board governs IMCA, which is a 501(c)(6) non-profit organization founded in 1985. Board members serve a two-year term, renewable up to three terms. The board serves as IMCA’s fiduciary, policy-setting, and strategic governing body of the organization. 

Press Release

Investment Management Consultants Association® (IMCA®) today announced that the University of Chicago Booth School of Business is now a registered education provider for the Certified Investment Management AnalystSM (CIMA®) certification. The addition of Chicago Booth aligns with IMCA’s tradition of working in conjunction with highly regarded business schools, and provides another venue for CIMA candidates to complete the required executive education portion of the certification. The first CIMA certification class at Chicago Booth is scheduled for July...

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