IMCA Announces Fiduciary Rule Educational Initiatives

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New publications, live and virtual events offer expert insight on impact of new rule

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As an organization dedicated to education for investment advisors and wealth managers, we are pleased to provide these tools to advance understanding of this historically important topic.

Investment Management Consultants Association® (IMCA®) announced today several initiatives designed to help its members better understand the implications of last week’s Department of Labor conflict of interest rule.

1.    IMCA’s April Legislative Intelligence Update explores the new rule’s provisions that are likely to impact wealth managers, financial planners, and others doing business in the pension and retail individual retirement account (IRA) space. Click here to read it.
2.    A blog post by Cerulli Associates analyzes the impact on rollover activity and suggests that the new rule will spark “a period of product and platform innovation at broker–dealers and other manufacturers.” Click here to read it.
3.    IMCA’s 2016 Focus on Fiduciary event, slated for July 18 in Washington DC, will feature speakers from the Department of Labor and Securities and Exchange Commission, a financial advisor panel, and insight from product manufacturers about how the rule will impact their businesses. Click here for more information.
4.    The IMCA 2016 Annual Conference Experience—ACE in Orlando next week features a super session, Investment Advice Fiduciary: New Rules of Engagement, focused on the new rule and its impact on the investment advisory business.

In addition to these initiatives, IMCA plans to introduce an audio broadcast and/or webcast on the fiduciary rule topic that is expected to deliver continuing education (CE) credit for CIMA®, CPWA®, and CFP® certifications.

“As an organization dedicated to education for investment advisors and wealth managers, we are pleased to provide these tools to advance understanding of this historically important topic,” said Sean R. Walters, CAE, IMCA’s executive director and CEO. “I encourage any financial professional whose business may evolve as a result of the new rule to utilize these resources.”

Contact: Ryan Hoffman, Communications Director. P: 303.850.3079 E-mail: rhoffman(at)imca(dot)org. Twitter: @IMCA. Annual Conference hashtag: #IMCA16.

About IMCA
Established in 1985, Investment Management Consultants Association® (IMCA®) is a nonprofit professional association and credentialing organization with more than 10,700 individual members and certificants worldwide. IMCA’s mission is to deliver premier investment and wealth management credentials and world-class education. Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®) certification, which is accredited by the American National Standards Institute (ANSI), 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 2015, IMCA conferences, online education and regional seminars hosted more than 4,500 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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