IMCA Announces “Best of IMCA” Workshop Series

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Events across US and Canada bring advanced educational content to local level

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"Each seminar was created in collaboration with top finance faculty of The Wharton School, University of Pennsylvania and leading investment and wealth advisory practitioners."

INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION® (IMCA®), known for providing advanced educational content for investment consultants and wealth management professionals, is bringing highlights from its certification programs and conferences to the local level through a series of one-day Best of IMCA seminars.

Each seminar was created in collaboration with top finance faculty of The Wharton School, University of Pennsylvania and leading investment and wealth advisory practitioners. Confirmed presenters for the series include Jeffrey F. Jaffe and Craig MacKinlay, professors of finance at The Wharton School and instructors for IMCA’s Certified Investment Management AnalystSM (CIMA®) certification; J. Richard Joyner, managing director in Tolleson Wealth Management’s private wealth management group and founding instructor of IMCA’s Certified Private Wealth AdvisorSM (CPWA®) designation; and Ash Rajan, director of investment management and guidance at Merrill Lynch Global Private Client. Modern portfolio theory, behavioral finance, tax law, asset allocation, and evaluating investment manager performance are some of the topics to be covered. Additionally, each day-long seminar will be worth six hours of continuing education credit for investment consultants and wealth managers.

In 2011, the series will feature six events in locations across the country and in Canada. The first three Best of IMCA seminars scheduled are April 12 in Toronto, Ontario; April 27 in Vienna, VA; and June 1 in Irvine, CA. Events are also planned for Dallas, Houston, and San Francisco; final dates and locations are undetermined at the time of this release.

Best of IMCA one-day seminars are available to participants at a minimal cost, with IMCA helping underwrite expenses. Additionally, Artio Global Management LLC will be the exclusive sponsor for the series. IMCA members will be able to attend these high-level events for a $195 registration fee, while nonmembers can attend for $395, which includes membership in IMCA.

IMCA provides the premier community for investment consultants and wealth management professionals through educational conferences, advanced credentials, and membership benefits. Best of IMCA seminars offer learning and networking opportunities to members and advisors. For more information about these events, visit http://www.bestofimca.org.

Based in Denver, IMCA® was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. CIMA® (Certified Investment Management AnalystSM) certification is the premier credential for advanced investment advisors and consultants, and the CPWA® (Certified Private Wealth AdvisorSM) designation is an advanced credential created specifically for wealth managers and advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution.

IMCA® and INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION® are registered trademarks and Certified Investment Management AnalystSM is a service mark of Investment Management Consultants Association Inc. and denote the highest quality of standards and education for financial professionals. CIMA®, CIMC®, CPWA® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.

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