Welcome to the Investments & Wealth Institute

 Welcome to the Investments & Wealth Institute^®

   Please watch the video below to learn about our rebrand.   

We are excited to share the news about the Investments & Wealth Institute^®, formerly IMCA. As part of a multi-stage strategic plan, focused on positioning the organization for the future, IMCA has changed its name to the Investments & Wealth Institute. Our new name, adopted at the direction of our board of directors (based on quantitative and qualitative research and feedback from members and the industry), more accurately reflects who we are and what we do.

The rebrand is key in facilitating the Institute’s objectives based on GEARS: Grow, Educate, Add Value, Relevance, and Standards. 

Members can expect to see the same high-quality educational offerings along with new courses and more options for live and online learning. Certification requirements for the CIMA and CPWA designations have not changed. Recent developments and forthcoming research includes:

• CPWA program available online through Yale School of Management.
• Acquisition of the Retirement Management Advisor^® (RMA^®) designation.
• Value of CIMA and CPWA benchmark studies, conducted by Aite, to substantiate the importance and value of the CIMA and CPWA credentials.
• High-Net-Worth Investor and High Performance Teams research studies.
• A significant investment in technology, including a new member website www.investmentsandwealth.org, as well as a new learning management system, and consumer facing website www.investmenthelp.org

Since 1985, the Institute has established and enforced high standards for advanced practitioners, delivering premier education that offers a unique blend of Ivy League level expertise and practical application. 

The Institute will continue to enhance the competency and professionalism of advice delivered to the public. This rebrand re-focuses our identity toward our primary objective, which is to develop and certify ethical, competent professionals to provide clients with comprehensive strategies and advice on how to navigate their investments, and how to grow, preserve and transfer wealth.

We’re here to help you transform knowledge into value for you, your clients, and the industry. Our CIMA^®, CPWA^® and RMA^® credentials, advanced educational offerings, and Code of Professional Responsibility will continue to support the highest standards of excellence for our more than 12,000 members and certificants in 38 countries worldwide.  

Learn more about this milestone in our 34-year history as the industry’s leading provider of advanced investments and wealth education from the latest news releases or our Investment Sense Blog.