Bringing you live news and features since 2006 

Investment Management Consultants Association rebrands as Investments & Wealth Institute

RELATED TOPICS​

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.
 

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by