Established in 1985, the Investments & Wealth Institute,
formerly known as IMCA, is a professional association,
advanced education provider, and standards body for financial
advisors, investment consultants, and wealth managers who
embrace excellence and ethics. Through its publications,
events, assessment-based certificate programs, and advanced
certifications, the Institute delivers premier-quality, practical
education to advanced practitioners in more than 38 countries.
The Institute is proud to serve more than 11,500 members and
certificants worldwide, including 8,920 CIMA® certificants and
CPWA® professionals, as of November 30, 2017. The Institute’s
Code of Professional Responsibility promotes and maintains
the highest standard of personal and professional conduct
in investment and wealth management. Adherence to the
Code of Professional Responsibility is required of all Institute
members, certification candidates, and certification holders.
CERTIFIED INVESTMENT MANAGEMENT
The CIMA certification is the peak international, technical portfolio construction program for investment consultants, analysts,
financial advisors, and wealth management professionals. The
CIMA program is distinctive as one of only a few global certifications in financial services to meet international accreditation
and quality standards (ANSI/ISO 17024) for personnel certification programs.
CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®)
The CPWA certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s
designed for seasoned professionals who seek the latest, most
advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million.
Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and
RETIREMENT MANAGEMENT ADVISORSM (RMASM)
The RMA program is an advanced educational program that
gives financial advisors practical tools, techniques, and methodologies to build custom retirement income plans. The resulting
set of knowledge and skills can satisfy their clients’ retirement
income needs while complying with the industry’s increasing
regulations. The RMA program can be completed as an
advanced certificate program, or as a pathway to certification.
The Institute is dedicated to the advanced education of
investment and wealth management professionals. Institute
conferences and courses served 5,150 professionals in 2017.
The Institute’s Annual Conference Experience—ACE offers
headline general sessions and leading–edge workshops covering topics such as technology, international investments,
and wealth management. The Institute’s specialty conferences offer valuable content on a wide range of topics,
including investment theory, advanced wealth management,
and alternative investments. In 2017, the specialty conference
calendar included an Investment Advisors Forum, an
Advanced Business Strategist Institute, and a Private
Wealth Advisor Forum.
In addition to onsite offerings, the Institute offers conference
attendees a chance to earn additional continuing education
credit by watching video recordings of sessions they may have
missed in–person at the conference. A number of online
courses are also available.
The Institute’s publications include Investments & Wealth
Monitor, a bimonthly educational magazine featuring professional contributors addressing everyday issues; the Journal of
Investment Consulting, which delves into the research and theory of investments; Investments & Wealth Research, which
provides proprietary, in–depth research for Investments &
Wealth Institute members; and the Retirement Management
Journal, which publishes research that has application for those
involved in retirement-income planning and management. The
Institute’s Investment Sense blog provides regular updates on
important industry trends plus developments on membership
A thirteen–member board of directors, including four officers,
governs the Institute. 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, Investments & Wealth Institute is an ethical and
trustworthy conduit to cutting–edge investment strategies
that maximize wealth potential. For more information or to
join, visit www.i– w.org or call + 1 303-770-3377.