Originally founded in 1985 as the Investment Management Consultants Association (IMCA), the organization rebranded to the Investments & Wealth Institute in 2017 to better reflect the scope of its work. It is a non-profit membership organization and credentialing body that provides advanced, specialized education and certifications to financial professionals. Its mission is to deliver premier investment and wealth management credentials and world-class education to help advisors and consultants best serve their clients. The Institute is known for its prestigious certifications, including the Certified Investment Management Analyst® (CIMA®), the Certified Private Wealth Advisor® (CPWA®), and the Retirement Management Advisor® (RMA®).

Founded in

United States