Happy holidays and best wishes from IMCA!

As we enter the peak of the holiday season and begin our 30th anniversary year, we’d like to reflect on 2014 and thank you for your support.                             


As we enter the peak of the holiday season and begin our 30th anniversary year, we’d like to reflect on 2014 and thank you for your support.  December 12 was IMCA's birthday and we are proud to be celebrating our 30th year serving advanced investment advisors and wealth managers like you. Here are a few recent IMCA accomplishments and ways we strive to serve your needs now and in the future.

Better benefits and new ideas.

  • The recently-improved MY IMCA is designed to make your online experience easier, whether you’re renewing your certification or registering for a conference.  
  • Your membership and recertification can now be aligned when you are within six months of recertification, saving you time and money – select the “align” option when you renew your certification online.
  • Our tips and tactics video library provides new strategies, business-building ideas and fresh concepts from today’s investment industry leaders and newsmakers.
  • Hot off the press, our new book, Masters of Finance, edited by Margaret M. Towle, PhD, CPWA®, is available in the IMCA Store. These interviews with seven Nobel laureates and eight extraordinary investment visionaries will change your perspective and help you build your business. 
Greater awareness and membership growth.
  • There are more IMCA members and certificants across the globe today than ever before – more than 10,000, including international affiliates.
  • IMCA and its certification programs were mentioned in more than 420 print and online news stories in 2014, accounting for 416 million media impressions, up 83% from 2013.
  • IMCA members manage nearly $300M AUM on average, which is seven times the industry average.
  • In 2015 we will offer greater global services for members in Canada and Australia along with new expansion efforts in the United Kingdom and Asia.
Higher standards and fresh content.
  • The ANSI accreditation of CIMA® certification was renewed in July. ANSI accreditation protects and advances the integrity of the CIMA marks after your name, making them more meaningful within the industry and more recognizable to regulators, clients and business partners.
  • As a result of comprehensive job analysis input from you, IMCA volunteers have updated the CIMA and CPWA® exams to reflect latest skills and knowledge required to deliver investment advice and wealth management services.
  • The Fundamentals of Alternative Investments program was introduced in partnership with CAIA Association. More than 500 individuals have registered since March; the online course provides much-needed alternative investments education as interest in this asset class continues to grow exponentially.
  • Our world-class conferences  and educational events hosted nearly 4,000 attendees in 2014. In July of 2014, a new behavioral economics lab held in partnership with Duke University and featuring Professor Dan Ariely, was a huge success.

We’d like to thank IMCA’s 150 volunteers, and our professional staff of 35, who have worked hard this year to ensure that your professional society is the premier association for education and credentials. Thank you again for your support and all that you do. Have a safe and happy holiday season and enjoy the time with friends and family. See you in 2015!


Sean R. Walters, CAE
CEO/Executive Director
John A. Nersesian, CIMA®, CPWA®, CIS, CFP®
IMCA Chair, Board of Directors



IMCA® and INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION® are registered trademarks of Investment Management Consultants Association Inc. CIMA®, CERTIFIED INVESTMENT MANAGEMENT ANALYST®, CIMC®, CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.