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

Featured video

Events

3 Questions to ask yourself when making your succession plan

Michael Futterman from Janus Henderson Investors has sage advice for advisers as they approach retirement.

Latest news & opinion

Cetera brokers may go elsewhere with no stay bonuses on horizon

Some may feel spurned and leave, while others will simply shrug off latest slight and stay.

Fidelity backs away from being 'point in time' fiduciary for 401(k) plans

Some advisers think this indicates other providers will pivot in light of DOL fiduciary rule's death.

Morgan Stanley CEO is happy that brokers are staying put

Firm has seen little attrition since it dumped the broker protocol last fall, Gorman says.

Bills to reform adviser regulation, increase sophisticated investors and protect seniors pass House

Measures included in package of 32 bipartisan bills meant to ease rules, spur investment

Genstar Capital buys majority stake in Cetera Financial Group

The private-equity firm has previously invested in such companies as Mercer Advisors and AssetMark.

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