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2016 Winner: IMCA

2016 Winner: IMCA

Investment Management Consultants Association® is the winner of the Industry Associations category.

Company: IMCA 
Category: Industry Associations 
Initiative: New IMCA Applied Behavioral Finance Certificate Program 

When investors make emotional decisions about finances, they often undermine their long-term goals. IMCA created its Applied Behavioral Finance Certificate Program to help advisors understand the behavioral finance forces that can drive clients’ decision-making, so they can guide them to better outcomes.  

The online program features world-class faculty—from schools such as Duke, UC Santa Clara, and MIT—who have done pioneering work in behavioral finance. That faculty is paired with real world practitionerswhose instruction helps advisors learn to apply academic theory to their work with clients. 

In the four months since its launch, the Applied Behavioral Finance Certificate Program has registered more than 200 participants, and more than a quarter have completed their studies. Of those participants, 94rate the program as “Extremely,” “Very or “Moderately” useful to their businesses.  

About the Company
Investment Management Consultants Association® was established in 1985 to deliver premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications. IMCA sets the global standards and practices for the investment management consulting profession and provides investment consultants and wealth managers with the credentials and tools required to best serve their clients anywhere in the world.

IMCA is proud to serve more than 10,000 members and certificants in 32 countries worldwide, including 7,290 CIMA certificants and 1,027 CPWA professionals, as of March 31, 2016. 

For more information, please visit



Sean Walters

CEO & Executive Director, IMCA


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