Investment Management Consultants Association

Investment Management Consultants Association

Adding Expertise to an Advisor's Practice: The Value of CIMA Certification APRIL 2013 A RESEARCH STUDY CONDUCTED BY THE AITE GROUP © 2013 Investment Management Consultants Association Inc. All rights reserved. Reproduction of this report by any means is strictly prohibited. Adding Expertise to an Advisor's Practice: The Value of CIMA Certification April...

Investment Management Consultants Association

Executive Summary investment management consultants association Defining Wealth Management: Serving High-Net-Worth Clients with a Distinct Body of Knowledge Summary of a Wealth Management Job Analysis Job Analysis conducted by: CPWA Certified Private Wealth Advisor ® ® investment management consultants association Table of Contents Overview. . . . . . . . . . . ...

Investment Management Consultants Association

INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION, INC. Financial Statements and Independent Auditors' Report December 31, 2014 and 2013 INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION, INC. Table of Contents Page Independent Auditors' Report....................................................................................................................1 Financial Statements Statements...

Investment Management Consultants Association

2015 IMCA Market Research • Annual Membership Survey (conducted January 2015) 502...

Investment Management Consultants Association

RFP_Equity_covers.8x11.Sept08.qxp 9/9/2008 11:26 AM Page c4 Model Request for Proposal Equity A Template for Small Institutional Investors CFA Institute, investing in the future. RFP_Equity_covers.8x11.Sept08.qxp 9/9/2008 ©2008 CFA Institute ISBN 978-1-932495-90-4 11:26 AM Page c2 RFP_Equity_Sept08.frontmatter.fm Page 1 Monday, September 8, 2008 10:46 AM Model Request for...

Investment Management Consultants Association

RFP_FixedIncome_covers.8x11.Sept2008.qxp 9/9/2008 11:46 AM Page c4 Model Request for Proposal Fixed Income A Template for Small Institutional Investors CFA Institute, investing in the future. RFP_FixedIncome_covers.8x11.Sept2008.qxp ©2008 CFA Institute ISBN 978-1-932495-91-1 9/9/2008 11:46 AM Page c2 RFP_FixedIncome_Sept08.frontmatter.fm Page 1 Monday, September 8, 2008...

Investment Management Consultants Association

RFP_RealEstate_covers.8x11.Sept2008.qxp 9/9/2008 11:50 AM Page c4 Model Request for Proposal Real Estate A Template for Small Institutional Investors CFA Institute, investing in the future. RFP_RealEstate_covers.8x11.Sept2008.qxp ©2008 CFA Institute ISBN 978-1-932495-89-8 9/9/2008 11:50 AM Page c2 RFP_RealEstate_Sept08.frontmatter.fm Page 1 Monday, September 8, 2008 12:00...

Investment Management Consultants Association

Investment Management Consultants Association

Investment Management Consultants Association

Proven to help you achieve greater competence, confidence, compensation and credibility. INTERESTED IN JOINING IMCA? INTERESTED IN BECOMING CIMA® CERTIFIED? INTERESTED IN BECOMING CPWA® CERTIFIED? NEED MORE INFORMATION? 1 www.IMCA.org “Without the skill set I gained from the CIMA and CPWA programs— and the ongoing education I continue to get from...