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IMCA: Labor's fiduciary FAQ should include CIMA® designation

IMCA Insight | Jan 19, 2017

A coda at the end of the Labor Department's recently published fiduciary rule FAQ cited only two nongovernment organizations: the Certified Financial Planner Board of Standards and AARP. IMCA Chief Executive Sean Walters will meet with Labor officials to discuss including the CIMA® designation as well, because it "is a prudent investment process. It already applies an [Employee Retirement Income Security Act] and pension-plan-oriented process to a private client." InvestmentNews (01/17)


Trump to nominate Clayton as SEC chief

IMCA Insight | Jan 05, 2017

"Best of the best" to share expertise at IMCA 2017 Annual Conference Experience

IMCA Insight | Jan 05, 2017

Lengthening life spans require revised retirement planning

IMCA Insight | Jan 19, 2017

CIMA® certification advances your career

IMCA Insight | Jan 05, 2017

Blend reverse mortgage, annuity for retirement income

IMCA Insight | Jan 19, 2017

Applied Behavioral Finance certificate program

IMCA Insight | Jan 19, 2017

Meir Statman to speak at IMCA 2017 Investment Advisor Forum

IMCA Insight | Jan 05, 2017

Bill aims to expand use of 529 college savings plans

IMCA Insight | Jan 19, 2017

CBO: Social Security cut expected after 2029

IMCA Insight | Jan 05, 2017


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Applied Behavioral Finance certificate program

IMCA Insight | Jan 19, 2017

"Get a "Nerd's Eye View" at IMCA's 2017 Annual Conference Experience

IMCA Insight | Jan 19, 2017

Beta-testers needed for IMCA educational products

IMCA Insight | Jan 19, 2017

Meir Statman to speak at IMCA 2017 Investment Advisor Forum in New York

IMCA Insight | Jan 19, 2017

IMCA Managing Director of Education search underway

IMCA Insight | Jan 19, 2017




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