| Similar Articles |
|---|
 |
Registered Rep.
April 27, 2011
Kristen French |
CIMA Aims High: Seeks to Replace Series 7, 65 As Industry Standard The Investment Management Consultants Association announced Wednesday that its popular CIMA certification is now accredited by the American National Standards Institute, making it the first of the major wealth management designations to meet international ISO standards.   |
Financial Advisor
February 2012 |
IMCA Boosts 2011 Membership The Investment Management Consultants Association's stepped-up efforts to attract new members paid dividends in 2011, with overall membership up 7% for the year. |
On Wall Street
May 1, 2011 |
Five Questions With Sean Walters Sean Walters of the Investment Management Consultants Association shares his thoughts on the industry and credentialing programs. |
Registered Rep.
August 1, 2005 |
CIMA and the Wirehouse Rep. Merrill Lynch leads the pack in terms of the number of Certified Investment Management Analyst (CIMA)-carrying reps. |
Registered Rep.
May 1, 2004
David Gaffen |
The Departure of a Consulting Pioneer An interview with Investment Management Consultants Association's Evelyn Brust on her tenure and about her views on the direction of the financial advice industry. |
Registered Rep.
November 10, 2010
Charles Paikert |
Advisor Interest In Ultra Wealthy Grows Wealthy clients, especially the younger ones, want more sophisticated advice and they want a fiduciary who will always act on their behalf. |
Investment Advisor
March 2009
Kara P. Stapleton |
Group Think News about the FPA, American College, CFP Board, and IMCA. |
Registered Rep.
July 8, 2009 |
CIMA Adds Post-Modern Portfolio Theory To Curriculum The Investment Management Consultants Association has announced that it has changed the requirements for attaining the designation of Certified Investment Management Analyst. |
Registered Rep.
November 1, 2004 |
Testing...Testing The Certified Financial Planner designation is becoming more popular. More brokers are taking the test and, as with many tests, those who fail it tend to have trouble the second time around as well. |
Financial Advisor
March 2011
Andrew Gluck |
Members Only Good intentions and strict rules may have backfired for the Financial Planning Association at a time of change. |
Investment Advisor
September 2007 |
Upgrades The Investment Management Consultants Association, Inc. is offering a new designation -- the Chartered Private Wealth Advisor or CPWA. |
Financial Planning
June 1, 2005
Ed McCarthy |
Sorting Through Certifications Continuing education designations for financial planners are proliferating at a dizzying pace. The specific designations matter less than the content of the courses. Here's a sampler. |
Registered Rep.
May 1, 2005
Kristen French |
Go to the Head of the Class This financial advisor and winner of an Outstanding Broker Award for 2005 loves learning, and his clients love him for it. |
Financial Planning
August 1, 2006
Donald Jay Korn |
Daunted by Designations? As the number of expert designations heads toward triple digits, financial planners must decide which -- if any -- they really need. |
Registered Rep.
February 28, 2003
Ross Tucker |
Attractive Advice at IMCA Conference: Tough times call for creative approaches This was the message delivered by Merrie Martinson, a vice president with Scudder Investments, in kicking off a two-day conference sponsored Investment Management Consultants Association. |
Registered Rep.
May 1, 2005
David A. Geracioti |
A Mere Hurdle to Clear When the SEC ruled in April to re-propose the so-called Merrill Exemption, permitting Series 7 licensees to continue to call themselves "financial advisors," thousands of reps --- and their firms --- heaved a sigh of relief. |
Investment Advisor
August 2009 |
Group Think Reports from industry associations: SEC... Certified Financial Planner Board of Standards... The Investment Management Consultants Association... |
Investment Advisor
June 2008 |
Changes People: Jeff Montgomery joins Al Frank Asset Management as CEO... Joby Gruber resigns FSC Securities and Advantage Capital and Larry Roth takes over his positions... Jeff Auld has resigned Berthel Fisher & Co... Gary Diffendaffer... Angela Biever... |
Investment Advisor
October 2007
K. McBride & K. Stapleton |
Birds of a Feather More than ever, the professional associations that cater to financial planners and advisors are having a meaningful impact outside the planning community itself, among consumers, in the courts, and on Capitol Hill. |
