IMCA released a white paper last week detailing the findings of a comprehensive job analysis that defines the practice of wealth management. In addition to clarifying what constitutes a private wealth advisor, IMCA will use the analysis to refine the experience, education, examination, and ethics requirements of its Certified Private Wealth Advisor® (CPWA®) certification program. "Until now, no clear definition of private wealth advice or wealth management existed in the financial services industry," said Sean R. Walters, CAE, executive director and CEO at IMCA.
Click here for the white paper, and click here for the press release announcement.
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