DENVER – July 2, 2018 — The May/June issue of the Investments & Wealth Institute
® (formally IMCA)
Investments & Wealth Monitor addresses disruptive technologies, new types of investments, and other transformational changes to the investments and wealth management landscape that advisors must address in order to evolve successfully as an advisor of the future.
Learn the different challenges advisors face today and in the future, and how some industry thought leaders are already responding in these articles:
The
Investments & Wealth Monitor is an award-winning, bimonthly educational magazine written by leading authors from throughout the financial industry.This members-only publication keeps Institute members current through industry news and articles that provide education, insight, explanation, and coverage of key issues including the latest in academic, investment, legal and regulatory, business development, and wealth management topics.
Additional information is available at
investmentsandwealth.org, or contact Greta Gloven, director of communications,
ggloven@i-w.org or (303) 850-3079.
About the Investments & Wealth Institute®
Established in 1985, the Investments & Wealth Institute, formerly known as IMCA, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through its publications, events, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.
The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. The CIMA program is distinctive as one of only a few global certifications in financial services to meet international accreditation and quality standards (ANSI/ISO 17024) for personnel certification programs.
The Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.
The Investments & Wealth Institute® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. RMA(SM) and Retirement Management Advisor(SM) are marks owned by Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. The Investments & Wealth Institute does not discriminate in educational opportunities or any other characteristic protected by law.