Formerly known as: Chartered Private Wealth Advisor (CPWA).

Candidate must meet all of the following:

• Bachelor's degree from an accredited college or university or one of the following designations or licenses:  CIMA, CIMC, CFA, CFP, ChFC or CPA license
• A satisfactory record of ethical conduct, as determined by IMCA’s Admissions Committee
• Five years of professional client-centered experience in financial services or a related industry

Candidate must complete the following:

• Six-month pre-study educational component
• In-class program at The University of Chicago Booth School of Business, or online program through Yale School of Management. View more information.

Final exam for in-class portion (online, proctored)

40 hours every two years

Online at Find a Certified Professional

In writing and mailed. See Report a Complaint

Yes at Public Disciplinary Actions

None