IMCA Announces 2012 CPWA Program Dates

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Growing designation program provides advanced wealth management expertise

Advisors and wealth management experts gravitate toward this challenging and rewarding educational program as today’s sophisticated high-net-worth client continues to evolve.

INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION® (IMCA®) today released 2012 dates for the classroom portion of its CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®) designation program. The educational component of the program—a week of intense classroom study at The University of Chicago Booth School of Business—follows IMCA’s tradition of working solely with prestigious business schools. Next year is the first time IMCA is including a fourth cohort in the program, and the following 2012 class dates will likely fill quickly:

  •     March 5–9
  •     May 7–11
  •     September 17–21
  •     November 5–9

“The CPWA program was designed to address a need for competency and standards in the burgeoning wealth management arena and to complement IMCA’s popular Certified Investment Management AnalystSM (CIMA®) certification,” said Sean R. Walters, CAE, executive director and CEO of IMCA. “Advisors and wealth management experts gravitate toward this challenging and rewarding educational program as today’s sophisticated high-net-worth client continues to evolve.”

To be considered for the program, candidates must submit an application detailing a minimum of five years of client-centered experience. After being accepted, candidates begin an in-depth six-month self-study course with their designated cohort consisting of instructor-led teleconferences and recordings, reading materials, assignments, and online quizzes. This prepares the group for the classroom study in Chicago, after which candidates must pass a comprehensive examination and adhere to IMCA’s Code of Professional Responsibility to maintain the designation.

“CPWA designees are well-equipped to effectively manage the wealth life cycle and identify and analyze the challenges facing high-net-worth clients,” said Jim Dobbs, certification consultant with IMCA who oversees the CPWA program. “We expect interest in the program to continue to grow as advisors focus on helping clients minimize taxes, protect their assets, and transfer hard-earned wealth.”

The CPWA designation is considered the industry’s premier wealth management credential. The program focuses on advanced wealth management topics, including asset protection, family dynamics and legacy planning, behavioral finance, planning for executives and closely held business owners, charitable and estate planning, and portfolio management.

IMCA’s CPWA program is one of many ways the association benefits its members and the financial services industry. IMCA’s 2011 Annual Conference, which provided a wide range of educational content for advisors, hosted a record 1,900 attendees last month. The conference was less than a month after IMCA’s CIMA credential earned accreditation by the American National Standards Institute (ANSI®) in April. CIMA is the first internationally accredited financial services certification in the United States. Visit for more information about the benefits of IMCA membership, conferences and educational opportunities.

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. The cornerstone of IMCA is the CERTIFIED INVESTMENT MANAGEMENT ANALYSTSM or CIMA® certification, the only advanced certification designed specifically for investment consultants. IMCA also delivers the advanced credential for wealth management professionals working with high-net-worth clients, the CERTIFIED PRIVATE WEALTH ADVISOR® or CPWA® designation.

IMCA® and INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION® are registered trademarks of Investment Management Consultants Association Inc. CIMA®, CERTIFIED INVESTMENT MANAGEMENT ANALYST®, CIMC®, CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are 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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