The CPWA® marks identify those individuals who have met the experience requirements, have successfully completed coursework in advanced wealth management strategies and applied concepts at
IMCA® was established in 1985 to set the standards and practices for the investment management consulting profession and provide investment consultants with the credentials and tools required to best serve their clients. IMCA serves more than 8,600 members. For more information about IMCA® or the CPWA® designation, visit http://www.IMCA.org.
IMCA® and INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION® are registered trademarks of
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