Association of Independent Financial Advisors

The AIFA is the voice of the IFA profession. They represent the interests of their membership to the regulator and those policy makers who have an impact on the IFA market place and the business operation of IFAs. There is a clear need for IFAs to speak with one strong voice. Their role is to bring about this united front. They influence the opinions of decision makers to direct policy towards proportionate and appropriate regulatory structure, Broker dealer and are sought out to provide their knowledge and expertise to better understand and define practical policy. They are funded by their membership and industry supporters, and are a not-for-profit organization & Independent broker dealer.

National Association of Insurance and Financial Advisors

The NAIFA was originally founded as the National Association of Life Underwriters (NALU), NAIFA, the National Association of Insurance and Financial Advisors, is one of the nation’s oldest and largest associations representing the interests of insurance professionals from every Congressional district in the U.S. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, Independent broker dealers and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its membership.

Investment Management Consultants Association

The Investment Management Consultants Association was established in 1985 to deliver the premier investment consulting and wealth management credentials with world-class educational offerings through membership, conferences, research, and publications. IMCA sets the 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 & Broker dealer search.

Credentials Certified Investment Management Analyst®

The cornerstone of IMCA is the Certified Investment Management Analyst® certification. The CIMA® certification reflects experience, education, examination, and ethical standards. Those who have earned the CIMA certification have at least three years of experience in financial services, Changing broker dealers have passed an extensive background check, have completed a demanding two-step, graduate-level program of study, and have passed a comprehensive examination & Independent broker dealer list.

Certified Private Wealth Advisor®

IMCA’s newest designation, the Certified Private Wealth Advisor®, or CPWA®, was launched in 2007 and facilitates an advanced expertise in the life cycle of wealth: accumulation, preservation and protection, and distribution. Those who earn this designation learn to identify and analyze challenges facing high-net-worth clients and how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. IMCA’s credentials are offered in conjunction with two of the top business schools in the country: The University of Chicago Booth School of Business; and The Wharton School, University of Pennsylvania.

The association is proud to serve more than 8,700 members including more than 6,200 CIMA certificants and 485 CPWA designees, as of March 31, 2012. Each member must subscribe to and each designee must adhere to IMCA’s Code of Professional Responsibility. In addition, IMCA’s Standards of Practice and Performance Reporting Standards provide practical guidance to investment management consultants in the course of conducting their practices and providing services to clients& Securities broker dealers.

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