Introducing The Investment Advisor Body of Knowledge + Test Bank: Readings for the CIMA Certification

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Book created through IMCA-Wiley collaboration designed to help CIMA certification candidates and investment advisors raise the bar

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Anyone considering the prestigious CIMA certification—indeed anyone interested in professional investment advice—will find the textbook and its accompanying resources invaluable.

Investment Management Consultants Association® (IMCA®) introduced today a comprehensive text created in collaboration with Wiley designed for CIMA® certification candidates and experienced investment advisors: The Investment Advisor Body of Knowledge + Test Bank: Readings for the CIMA Certification. The new resource, edited by former IMCA education director Jim Dobbs, CIMA®, CFP®, CPWA®, is now available for ordering. Paired with IMCA’s online Candidate Resource Center, the book helps certification candidates prepare and study for the CIMA certification process.

“We are pleased that Wiley is delivering a valuable study text covering the knowledge and skill competencies necessary for today’s investment advisor who works with individual or institutional clients,” said Sean R. Walters, CAE, IMCA’s executive director and CEO. “Anyone considering the prestigious CIMA certification—indeed anyone interested in professional investment advice—will find the textbook and its accompanying resources invaluable.”

Content is aligned with the CIMA certification’s six core topic domains and covers the most relevant subject matter from expert practitioners and academics. The 21 chapters contain learning objectives and summaries to guide candidates through the study process.

Last month, MIT Sloan School of Management joined the ranks of registered education providers for CIMA certification. Candidates now have four U.S.-based options for completing the education component of the certification: Carnegie Mellon University Tepper School of Business, The University of Chicago Booth School of Business, MIT Sloan School of Management, and The Wharton School, University of Pennsylvania. The four schools are ranked among America’s top-20 business schools, according to Bloomberg Businessweek and U.S. News & World Report.

Since 2011, CIMA certification has been recognized as the only financial services credential to meet international standards (ISO 17024) for personnel certification and earn accreditation by the American National Standards Institute (ANSI).

About IMCA

Established in 1985, Investment Management Consultants Association® (IMCA®) is a nonprofit professional association and credentialing organization with more than 10,000 individual members and certificants worldwide. IMCA members collectively manage more than $2.477 trillion, providing investment consulting and wealth management services to individual and institutional clients. Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®) certification, which earned accreditation by the American National Standards Institute (ANSI) in April 2011, making it the first financial services credential in the United States to meet international standards (ISO 17024) for personnel certification. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high-net-worth clients. In 2014, IMCA conferences and workshops hosted nearly 4,000 attendees.

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 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.

About Wiley

Wiley is a global provider of knowledge and knowledge-enabled services that improve outcomes in areas of research, professional practice, and education. Through the Research segment, the Company provides digital and print scientific, technical, medical, and scholarly journals, reference works, books, database services, and advertising. The Professional Development segment provides digital and print books, online assessment and training services, and test prep and certification. In Education, Wiley provides education solutions including online program management services for higher education institutions and course management tools for instructors and students, as well as print and digital content.

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Ryan Hoffman
Investment Management Consultants Association
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