IMCA Wins WealthManagement.com 2016 Industry Award for Applied Behavioral Finance Certificate Program

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The Industry Awards honor outstanding achievements by companies and organizations that support financial advisors’ success.

Investment Management Consultants Association® (IMCA®) announced today that it won the Wealthmanagement.com 2016 Industry Award for Industry Associations. The Industry Awards honor outstanding achievements by companies and organizations that support financial advisors’ success. IMCA was among three finalists nominated for the new “Industry Associations” category. IMCA’s “Winning Initiative” was the new Applied Behavioral Finance Certificate Program, featuring world-class faculty from schools such as Duke, UC Santa Clara, and MIT—who have done pioneering work in behavioral finance.

“All too often, investor behavior undermines their long-term goals. IMCA created our Applied Behavioral Finance Certificate Program to help advisors understand the behavioral forces that drive clients’ emotional decisions about finances and help them take appropriate action for better outcomes,” said IMCA Chief Marketing Officer Tim Whiting, who accepted the award at the September 29 awards ceremony in New York. “IMCA is proud to be recognized for this online education program, which features an impressive lineup of faculty including: Dan Ariely, Andrew W. Lo, Tobias Moskowitz, and Meir Statman.”

IMCA’s Applied Behavioral Finance Certificate Program helps advisors confidently guide their clients through important investing scenarios to help them make better decisions when they may not be at their rational best. The curriculum is relatable and actionable—and, designed to give advisors tools to implement with their clients. “When we see that the suit in our closet no longer fits, we don’t go to the surgeon to change our body; we go to the tailor to change the suit,” Statman says in the program’s introduction. “Trying to change people to make them rational makes no sense. We have to tailor our solutions to their problems.” The program’s on-demand online format consists of 20 modules of videos and exercises. The program is approved for 20 hours of continuing education credit for CIMA®, CPWA®, and CFP® certifications.

For more information about the IMCA Applied Behavioral Finance Certificate Program, visit: http://www.imca.org/pages/IMCA-Applied-Behavioral-Finance-Certificate-Program.

For more information about IMCA, visit: http://www.IMCA.org.

For more information about the WealthManagement.com Industry Awards, visit:
http://wealthmanagement.com/industry-awards-2016/2016-wealth-management-awards-winners#slide-0-field_images-1326351.

About IMCA
Established in 1985, IMCA is a nonprofit professional association and credentialing organization with more than 11,300 individual members and certificants in 37 countries around the world. IMCA members collectively manage more than $2.5 trillion, providing investment consulting and wealth management services to individual and institutional clients. Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®), which is the only financial services certification in the United States to meet international accreditation standards (ANSI/ISO 17024). The CIMA certification consistently distinguishes those who meet a global standard of competency and skills in investment management from those who do not. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high-net-worth clients. In 2015, IMCA conferences and education hosted nearly 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.

CONTACT
IMCA: Greta Gloven
303-850-3079
ggloven(at)imca(dot)org

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Greta Gloven
Investment Management Consultants Association
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