OVERLAND PARK, KS – 30 Mar, 2017 – Matthew Ahrens, CIMA®, Financial Advisor at Integrity Advisory, LLC in Overland Park, KS, recently obtained the Certified Investment Management Analyst® certification. Fewer than 2 percent of financial services professionals hold CIMA certification1, which is delivered by Investment Management Consultants Association® (IMCA®) and is the only credential designed specifically for investment advisors and consultants. Mr. Ahrens has worked at Integrity Advisory, LLC since June 2015 and is responsible for portfolio construction and management, retirement plan design, and client education related to advanced tax planning.
The CIMA certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through one of three top-20 business schools in the United States: The University of Chicago Booth School of Business, the Wharton School, University of Pennsylvania, or the Yale School of Management. CIMA professionals must pass a qualification exam and a certification exam covering a wide range of in-depth investment topics. Additionally, those who earn the certification must agree to meet ongoing continuing education requirements, and adhere to IMCA’s Code of Professional Responsibility.
In 2011, the American National Standards Institute (ANSI) recognized CIMA certification as the first financial services credential in the United States to earn accreditation under an international personnel certification standard. ANSI is a private nonprofit organization that provides third-party accreditation services and oversees a broad array of standards development processes in the United States.
“The CIMA certification program represents high standards in each of the ‘Four Es’—experience, education, examination, and ethics,” said Sean R. Walters, CAE, IMCA’s executive director and chief executive officer. “As a result, the certification consistently qualifies investment advisors, investment consultants and investment managers as advanced practitioners in their field.”
IMCA was established in 1985 to set the standards and practices for the investment management consulting profession and to provide investment consultants with the credentials and tools required to best serve their clients.
Visit http://www.IMCA.org for more information.
1 As of March 2016, Financial Industry Regulatory Authority (FINRA) regulates 641,157 registered reps, and 7,290 professionals hold CIMA certification. www.finra.org/newsroom/statistics, www.imca.org/about-imca.
IMCA® and INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION® are registered trademarks of Investment Management Consultants Association Inc. CIMA®, CERTIFIED INVESTMENT MANAGEMENT ANALYST®, CIMC®, CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.
Company Name: Integrity Advisory
Contact Person: Jill Green
Country: United States