Defining Wealth Management, Serving High-Net-Worth Clients with a Distinct Body of Knowledge

Investment Management Consultants Association

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investment management consultants association Acknowledgements IMCA would like to acknowledge the volunteers and subject matter experts below who devoted hundreds of hours to this project, and the 379 financial advisors who participated in the wealth management job analysis: • • • • • • • • • • • • • • • • Dorothy Bossung, Lowery Asset Consulting Stephanie Bruno, Cascade Financial Management Keith Clemens, Merrill Lynch Mark Harbour, Morgan Stanley Jim Harvey, Opus III Group Michael Kitces, Pinnacle Advisory Group David Koulish, Northern Trust Kristi Kuechlor, Lattice Strategies LLC Desiree Maldonado, Banco Popular de Puerto Rico John Nersesian, Nuveen Investments Betsy Piper/Bach, NADA Retirement Administrators, Inc. Bob Seaburg, Morgan Stanley Jay Shein, Compass Financial Group, Inc. Matt Sommer, Janus Capital Group Sue van der Linden, Morgan Stanley Deidre Waltz, Northern Trust The Certified Private Wealth Advisor® (CPWA®) certification program is an advanced credential created specifically for wealth managers who work with these clients, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification learn to identify and analyze challenges that high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. Kryterion (www.kryteriononline.com) Kryterion is a full-service test development and delivery company that provides world-class online testing technology integrating item banking, test delivery, and real-time reports while leveraging a global network of testing centers. Kryterion is the market leader in live Online Proctoring, which utilizes remote video monitoring to observe test takers where they live, learn, or work. Nexus Strategy (www.nexus-strategy.com) About IMCA (www.IMCA.org) Established in 1985, IMCA is a nonprofit professional association and credentialing organization with more than 8,700 individual members. IMCA members collectively manage more than $1.6 trillion on behalf of 1.3 million clients, providing investment consulting and wealth management services to individual and institutional clients.

Since 1988, IMCA has offered the CIMA® certification, which earned accreditation by the American National Standards Institute (ANSI) in April 2011, making it the first financial services credential in the United States to meet international standards (ISO 17024) for personnel certification. In 2011, IMCA conferences and workshops hosted more than 4,000 attendees. Nexus Strategy is an innovative consulting firm that provides strategic marketing advice and guidance to the wealth management industry. With more than 15 years of experience working with leading institutions, Nexus Strategy is uniquely positioned to bring the latest thinking, industry knowledge, and creativity to solve your toughest challenge successfully and be your pipeline to the financial advisor community. investment management consultants association P 3 0 3 . 7 7 0 .

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