Focus on Indexing CE

IMCA Certifications (CIMA®, CIMC®, CPWA®). This program will provide up to 7 hours of CE credit.

IMCA will upload all CE earned directly to your My IMCA record within two weeks of the activity. The program is subject to change. 

CFP® Certification. This program has been accepted for up to 7 hours for CFP CE credit.  IMCA will report your attendance at individual conference sessions to the CFP Board on your behalf.

Please note that IMCA is not able to report to the CFP Board on your behalf if we do not have an accurate CFP ID. Please check your My IMCA account to ensure that your CFP ID is in our database and is accurate. IMCA will report the sessions you attend directly to the CFP Board. The CFP Board will notify you when this occurs.

NASBA CPE Credit. IMCA is registered with the National Association of State Boards of Accountancy as a sponsor of CE on the National Registry of CPE Sponsors (ID 106054). State boards of accountancy have final authority about the acceptance of individual courses. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.

Other certifications/designations. IMCA does not submit programs to state insurance departments and bar associations. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.

The topics addressed in this conference are designed for experienced investment and wealth advisors. While IMCA does not explicitly require prerequisite education or experience to attend, attendees who wish to maximize the value of each session should consider participating in IMCA's CIMA or CPWA certification programs.