Essentials of Investment Consulting
The Essentials of Investment Consulting (EIC) certificate program is designed for financial services professionals seeking to enhance their fundamental knowledge of core topics related to the investment consulting process. The program covers fundamental concepts and applications including: the mathematics of managing money and building portfolios; understanding the various types of investments; how to select managers, measure performance, and monitor results; and how to set and implement investment strategies using investment policy statements as a guide.
The EIC program incorporates a comprehensive set of educational content and self-evaluation tools into an online, self-study environment, including 12 learning modules organized within an online learning center. Each module offers:
Process to earn the certificate
Participants must successfully pass three quizzes during the 12-module learning path to receive a certificate of completion. Each module is estimated to take 2-3 hours to complete, which may vary depending on the participant’s level of expertise. All participants have 11 months from the date of registration to access the program, but it can be completed successfully in six months.
IMCA’s e-campus offers access to the Essentials of Investment Consulting Certificate Program. Click here to log into IMCA’s e-campus.
Frequently Asked Questions
Does EIC provide continuing education (CE) credit?
Yes. This program provides 9 hours of continuing education (CE) credit for CIMA/CPWA/CIMC certifications and CFP certification.
How much does EIC cost?
The EIC program costs US$595 for IMCA members and US$795 for nonmembers. To register for the Essentials of Investment Consulting certificate program online, click here. You may also download, complete, and submit a hardcopy application form by clicking here.
Are there registration discounts for large groups?
Yes. E-mail Lara Davies or call 303.850.3081 (east coast companies) or e-mail Suzie Byrnes/call 303.850.3093 (west coast/mid-west companies) for more information on pricing.
Can EIC be customized for large groups?
Yes. E-mail Lara Davies/call 303.850.3081 (east coast companies) or e-mail Suzie Byrnes/call 303.850.3093 (west coast/mid-west companies) for more information about customization capabilities and pricing.
What are the benefits of joining IMCA before pursuing the EIC Certificate?
EIC is a valuable tool for professionals. It can be used to expand their knowledge of investment consulting or as part of a professional development path for those who are eventually planning to begin the process of CIMA certification. By joining IMCA when registering for EIC, individuals gain access to complementary educational resources and support. Click here to learn more about IMCA membership.
This program provides 9 hours of continuing education (CE) credit for CIMA/CPWA/CIMC certifications. The CFP Board of Standards has accepted the program for 9 hours of continuing education (CE) credit for CFP certification. IMCA is registered with NASBA as a sponsor of continuing professional education. Please note that this is a certificate program and successful completion does not result in a professional designation or credential.