Purpose, Mission, Values, & Objectives


  • To broaden public understanding of investment consulting and wealth management
  • To improve the professionalism of its members through educational and certification programs
  • To develop and encourage the practice of high standards of professional conduct
  • To promote and protect the interests of the profession and the publics it serves


Deliver the premier investment consulting and wealth management credentials and world-class educational offerings.


  • Integrity
  • Loyalty
  • Objectivity
  • Ethical Conduct

Strategic Objectives
View Chairman of the Board Scott Thayer's presentation on GEARS

Grow – IMCA will grow the number of CIMA and CPWA certified professionals thereby enhancing the competency and professionalism of advice delivered to the public. 

Educate – IMCA will strengthen its position as the industry's leading provider of education and credentials that address contemporary investment and wealth management challenges.

Add Value IMCA delivers premier, quality education with real-world solutions for practitioners.

Relevance – IMCA professionals have access to the most relevant knowledge, insights and tools required to best serve their clients and distinguish their expertise in a global, and highly competitive marketplace.

Standards – The financial advisory business is enhanced due to IMCA's commitment to high standards, ethics, and quality. IMCA's certifications represent international best-practices for personnel certification. 

GEARS drive the speed and power of the organizaton towards its mission.