2016 Best of IMCA Online – Part 1

Introducing an innovative new online education program delivering the best live IMCA conference sessions online.






We know you can’t join us for every live IMCA conference, so we’ve captured the best sessions for you to experience online. Introducing a true “Best of IMCA” video bundle, comprised of the most highly rated conference sessions delivered during the first half of 2016. Now you can earn continuing education and learn new strategies to build your business online anywhere, anytime—conveniently from your desktop or device.

Registration type

Registration fee



IMCA Member




Join and Learn1









Continuing Education (CE) Credit: This online educational opportunity has been accepted for up to
6.5 hours of CIMA®, CIMC®, and CPWA® CE credit. CE is granted per session. This program is not approved for CFP® CE credit.

Availability: Best of IMCA Online—Part 1 is available for purchase through May 31, 2017, and available for viewing through June 30, 2017.

Content: Best of IMCA Online—Part 1 features five sessions offering up to a total of 6.5 hours of CE credit:

Session title and description

Speaker and Bio

CE Credit     

How a Better Client Relationship Process Leads to Client and Business Success

Frank Coates, Wheelhouse Analytics

1 hour

Taking the Long View for a Change

Milton Ezrati

1 hour

Estate Planning Ideas for 2016

Beth Kaufman, JD, Caplin & Drysdale

1 hour

Factor Investing using Exchange-Traded Funds, Parts 1 and 2

Vijay Vaidyanathan, PhD, Optimal Asset Management

Vijay Vaidyanathan

2.5 hours

Coming to Portfolios Near You: Investment and Wealth Management Trends You Should Be Paying Attention To

Scott Welch, CIMA®, Dynasty Financial Partners

1 hour

Cancellation/Transfer Policy:
No refunds or transfers are available. This video bundle is available for viewing online through June 30, 2017. If you do not access the presentations before this date, no refund is available.

If you have any questions, please contact IMCA's Education Department at education@imca.org.

1 Special offer—Renewals and reactivations are not eligible. Conditions apply. Subject to change without notice.