Call for Nominations – Honor Leaders in Investment Consulting and Wealth Management through Investments & Wealth Institute Awards

Call for Nominations – Honor Leaders in Investment Consulting and Wealth Management through Investments & Wealth Institute Awards

DENVER (October 25, 2018)—Investments & Wealth Institute® (formerly IMCA^®) is calling for nominations for three awards honoring leaders in investment consulting and wealth management.

Nominations will be accepted until November 2, 2018, for the Investments & Wealth Institute Investment Consulting Impact Award, the Investments & Wealth Institute Wealth Management Impact Award, and the Investments & Wealth Institute Governance Insight Award. Winners will be announced at the Institute’s Annual Conference Experience, to be held in Las Vegas, May 5–8, 2019.

Investments & Wealth Institute Investment Consulting Impact Award
This award was named for Matthew R. McArthur in honor of his selfless contributions to the organization. The Investment Consulting Impact Award honors individuals who have made an outstanding contribution and demonstrated commitment to the field of investment consulting, including contributions to industry-specific technology or to advances in the advisor skill set. The individual does not have to be a current or previously practicing investment consultant.

Investments & Wealth Institute Wealth Management Impact Award
This award honors J. Richard Joyner, who was instrumental in the development of and instruction within the CPWA certification program. The Wealth Management Impact Award honors individuals who have contributed exceptional advancements in the field of private wealth management, which is embodied by the Investments & Wealth Institute Certified Private Wealth Advisor® (CPWA®) program. The award recognizes key innovations and thought leadership in any of the CPWA knowledge domains: human dynamics, wealth management strategies, client specialization, and legacy planning.

Investments & Wealth Institute Governance Insight Award
This award symbolizes Richard J. Davis’ commitment to the highest possible standards of ethics and legal compliance and also symbolizes the Institute’s commitment to those high standards. The Governance Insight Award honors the author(s) of a written work (e.g., article, paper, book) published in the previous year that has made significant contributions in ethics, legal, regulatory, or other relevant areas that affect the investment and wealth management professions.

Please note, the names of the awards have changed to more accurately reflect the Investments & Wealth Institute recent rebrand.   For more information, visit https://investmentsandwealth.org/about-us/awards.

Nominations
Nominations will be accepted through November 2, 2018. Nominations should specify which category the nomination is for and include a brief letter outlining why the nominee is deserving. Please include the name and contact information of the nominee as well as the nominator. Submit nominations via email to awards@i-w.org.

For Information:
For additional information, contact Devon Coquillard, communications manager, dcoquillard@i-w.org or (303) 850-3203.

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.
 

Email DevonCall Devon