Investment Management Consultants Association (IMCA)
IMCA was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, certificate programs, and publications. As such, IMCA has partnered with Wharton in the design and development of several industry-leading educational programs in investments and finance. Participants may register directly with IMCA for the following programs:
- Certified Investment Management Analyst SM (CIMA®). The CIMA certification program offers an intensive educational experience focusing on asset allocation, manager search and selection, investment policy, and performance measurement. The program begins with a self-study Level 1 program with an exam. The Level 2 material and exam are completed at one of several week-long programs held throughout the year at the Wharton School.
- The Investment Strategist Certificate moves beyond CIMA and into advanced asset allocation, derivatives, advanced bond strategy, macroeconomics, and financial markets and introduces alternative investments. The Investment Strategist Certificate program is open to CIMA and CIMC designees.
- The Alternative Investments Certificate moves beyond CIMA and into the highly advanced details of hedge funds, venture capital, and real estate, as well as manager selection, regulatory issues, and ethics. The Alternative Investments Certificate program is open to CIMA and CIMC designees, CFP certificants, and CFA charter holders in good standing.
- The Endowments and Foundations Certificate moves beyond CIMA and into advanced asset allocation, governance, tax, estate planning, and administration for the nonprofit sector. The Endowments and Foundations program is open to CIMA and CIMC designees, CFP certificants, and CFA charterholders in good standing.
Interested parties with similar backgrounds may wish to contact IMCA directly for more information on advanced certificate qualifications.
Contact: +1.303.770.3377
Click here to visit the IMCA website.