Investment Management Consultants Association (IMCA)

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Address:
5619 DTC Parkway
Suite 500
Greenwood Village
CO
80111
United States
Phone:
303-7703377
Professions:
Investment
Our members:
Financial Advisors
Region of activity:
Multi-national
Australia, Canada, United States
Scope of membership:
Multi-national
Australia, Canada, United States
Founded Founded: 1985 Members Members: 7,400

Description

Professional association for advanced investment consultants and wealth managers.

Member benefits

Three publications, including Investments & Wealth Monitor, the Journal of Investment Consulting, and IMCA Research Quarterly. Access to IMCA Legislative Network, a legislative and regulatory monitoring service, model RFPs and questionnaires, networking opportunities online and through IMCA conferences, discounts on IMCA conferences and educational programs, podcasts, bi-monthly industry e-newsletter, and discounts with affinity programs.

Mission / Aims

To deliver the premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, publications, and research.

Principal activities

IMCA sets the standards and practices for the investment management consulting and wealth management industry and provides those professionals with the credentials and tools required to best serve their clients. We administer two designation programs and host a number of conferences and educational offerings each year.

Training / Licensing / Certification

Certified Investment Management Analyst (CIMA), Chartered Private Wealth Advisor (CPWA), Essentials of Investment Consulting certificate program.