The Investments & Wealth Institute, formerly the Investment Management Consultants Association (IMCA), a provider of advanced education for investment and wealth management professionals, has rebranded as the Investments & Wealth Institute.
As part of a multi-stage strategic plan focused on positioning the organisation for the future, IMCA has changed its name to the Investments & Wealth Institute (The Institute). The rebrand is key in facilitating the plan’s objectives for the Institute based on GEARS: Grow, Educate, Add Value, Relevance and Standards.
“We’ve undertaken this change at a time of tremendous strength. For over three decades, our organisation has been at the forefront of investment and wealth management education, and the expectation for advanced knowledge and professionalism in the industry is rising,” says Scott Thayer, CIMA, chairman of the board. “We’re here to meet that growing need. Our new name – the Investments & Wealth Institute – more accurately reflects who we are and what we do, as well as elevates the Institute’s mission by recognising the contributions we’ve made to the profession’s body of knowledge and our commitment to increase public trust and improve outcomes for investors.”
Members can expect to see the same high-quality educational offerings along with new courses and more options for live and online learning. Certification requirements for the Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA) designations have not changed. In addition, a number of benchmark studies are underway to substantiate the importance and value of the CIMA and CPWA credentials for individuals and teams, as well as how these credentials meet the expectations of high-net-worth (HNW) investors.
“Since 1985 we have established and enforced high standards for advanced practitioners, delivering premier education that offers a unique blend of Ivy League level expertise and practical application,” adds Sean Walters, chief executive officer. “The Investments & Wealth Institute will continue to enhance the competency and professionalism of advice delivered to the public. This rebrand re-focuses our identity toward our primary objective, which is to develop and certify ethical, competent professionals to provide clients with comprehensive strategies and advice on how to navigate their investments, and how to grow, preserve and transfer wealth.”
As part of the rebranding effort, IMCA Australia will become the CIMA Society of Australia and the New York chapter will be named the Investments & Wealth Society of New York.