IMCA and Yale team up to offer the group's trademark accreditation

The partnership will enable IMCA members to earn the Certified Investment Management Analyst certification online

Sep 30, 2016 @ 2:57 pm

By Jeff Benjamin

The Investment Management Consultants Association, IMCA, has joined forces with the Yale School of Management to deliver the association's trademark accreditation.

The partnership with Yale University will enable IMCA members to study online on their own schedule to earn the Certified Investment Management Analyst certification.

Yale will begin offering the program in December.

IMCA's certification is already offered through The Wharton School, University of Chicago Booth School of Business, MIT Sloan School of Management, and at the Paul Woodley Centre at the University of Technology Sydney in Australia.

But what makes the latest partnership unique is full online access, according to Jim Dobbs, of Dobbs Education, who will serve as director for the program.

“People will be able to do the whole CIMA experience online, and the enrollment is ongoing,” he said.

Jeff Griswold, principal at Merit Wealth Management, is an IMCA member who does not yet have IMCA certification, but said the Yale partnership could change that.

“Having that Ivy League relationship attached to a course of study I already want to take is a tipping point for me,” he said. “I think high-quality designations matter to clients.”

The online aspect is particularly appealing to advisers like Mr. Griswold, who is based on the other side of the country in Bend, Ore.

“Getting to some of those locations would not be easy for me,” Mr. Griswold said. “The flexibility to be able to do it on my own time as quickly as I want is appealing.”

To earn the IMCA certification candidates must complete “the four Es” which are broadly defined as experience, examination, education and ethics.

“The addition of the Yale School of Management as an education provider reinforces IMCA's commitment to high-quality, advanced investment and wealth management education,” said Sean Walters, executive director and chief executive of IMCA.

0
Comments

What do you think?

View comments

Recommended for you

Sponsored financial news

Featured video

INTV

When can advisers expect an SEC fiduciary rule proposal and other regs this year?

Managing editor Christina Nelson and senior reporter Mark Schoeff Jr. discuss regulations of consequence to financial advisers in 2018, and their likely timing.

Recommended Video

Path to growth

Latest news & opinion

Cutting through the red tape of adviser regulation is tricky

Don't expect a simple rollback of rules under the Trump administration in 2018 — instead, regulators are on pace to bolster financial adviser oversight.

Bond investors have more to worry about than a government shutdown

Inflation worries, international rates pushing Treasuries yields higher.

State measures to prevent elder financial abuse gaining steam

A growing number of states are looking to pass rules preventing exploitation of seniors.

Morgan Stanley reports a loss of advisers after exiting the protocol for broker recruiting

The firm said it lost 47 brokers in the fourth quarter, the most in any quarter of 2017.

Morgan Stanley's wealth management fees climb to all-time high

Improvement reflect firm's shift of more clients into fee-based accounts priced on asset levels, which boosts results as markets rise.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print