Originally founded in 1985 as the Investment Management Consultants Association (IMCA), the organization rebranded as the Investments & Wealth Institute in 2017. It is a non-profit membership association and credentialing body dedicated to promoting and enforcing the highest standards of ethics and professionalism in the financial services industry. The Institute provides premier credentials, including the Certified Investment Management Analyst® (CIMA®), the Certified Private Wealth Advisor® (CPWA®), and the Retirement Management Advisor® (RMA®), along with world-class educational programs, events, and publications for elite financial professionals.

Founded in

United States