IMCA Unveils New Applied Behavioral Finance Course

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Online certificate program to help advisors guide clients around common investing traps

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Today’s advisors must possess expert behavioral finance savvy to competently guide their clients’ investing decisions and build durable portfolios. We feel that high-quality education can be delivered in a variety of media.

Investment Management Consultants Association® (IMCA®) announced today at its Annual Conference that its board of directors voted to introduce a new online behavioral finance program this summer. The online certificate program is designed to help advisors identify common financial decisions that investors are hardwired to stumble over when they’re not at their rational best. Several academicians from leading business schools, including Duke University’s Dan Ariely, MIT’s Andrew Lo, and Meir Statman of the Santa Clara Leavy School of Business, will deliver the content along with other established industry practitioners.

“Today’s advisors must possess expert behavioral finance savvy to competently guide their clients’ investing decisions and build durable portfolios,” said Sean R. Walters, CAE, IMCA’s executive director and CEO. “IMCA has built a premier reputation for our live education offerings, but we feel that high-quality education can be delivered in a variety of media.”

IMCA’s board of directors decided to create the course based on several factors. Recent job task analyses for CIMA® and CPWA® certification required IMCA to expand behavioral finance content in its certification programs, and this course provides complementary content. In addition, IMCA members have expressed an appetite for behavioral finance: 85 percent of members surveyed this year indicated they would be “very” or “somewhat” interested in advanced topics in behavioral finance.

The program will provide 15–20 hours of continuing education credit in the form of slides or video, speaker notes or readings, and quizzes. The online format represents another step into virtual education delivery for IMCA. One year ago, IMCA and CAIA Association released a Fundamentals of Alternative Investments online course. In February, IMCA announced that the MIT Sloan School of Management would offer an online education program for CIMA® certification. Visit for more information about IMCA’s educational offerings and certification programs.

Contact: Ryan Hoffman, Communications Director. P: 303.850.3079 M: 303.359.3773. Email: rhoffman(at)imca(dot)org. Twitter: @IMCA

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.

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Ryan Hoffman
Investment Management Consultants Association
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