I published “The Basics of Tax Credits” on @Medium https://ift.tt/2z3oW4O
Friday, April 17, 2020
Investment and Wealth Institute’s CIMA and CPWA Certifications
An experienced and credentialed financial advisor from Tucson, AZ, Jake Kagele serves as a managing director at NOVA Financial Services. A certified investment management analyst, Jake Kagele is a member of the Investment & Wealth Institute.
An association of financial professionals, the Investment and Wealth Institute serves as a standards body for wealth managers, financial advisors, and investment consultants. It also provides advanced education courses and the highly acclaimed certifications, Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA).
The CIMA certification started in 1988 to deal with the growing sophistication of required financial solutions provided by competent advisors. The CIMA certification embodies the virtues of expertise and professionalism as financial professionals embrace their investment management roles. The CIMA certification became even more credible in 2011 when the American National Standards Institute accredited the certification, making it the only financial certification in the US to satisfy the international standards for personnel certification. The CIMA certification is ISO 17024 certified.
The CPWA certification was created in 2007 to develop the skills and competencies of advisors working among high-net-worth clients. Based on the Institute’s analysis, wealth management is a distinct and separate field that requires qualified professionals that apply specialized knowledge and skills to assist high-net-worth clients in accumulating, protecting, and distributing their wealth. The CPWA certification addresses these requirements of advanced competencies.
An association of financial professionals, the Investment and Wealth Institute serves as a standards body for wealth managers, financial advisors, and investment consultants. It also provides advanced education courses and the highly acclaimed certifications, Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA).
The CIMA certification started in 1988 to deal with the growing sophistication of required financial solutions provided by competent advisors. The CIMA certification embodies the virtues of expertise and professionalism as financial professionals embrace their investment management roles. The CIMA certification became even more credible in 2011 when the American National Standards Institute accredited the certification, making it the only financial certification in the US to satisfy the international standards for personnel certification. The CIMA certification is ISO 17024 certified.
The CPWA certification was created in 2007 to develop the skills and competencies of advisors working among high-net-worth clients. Based on the Institute’s analysis, wealth management is a distinct and separate field that requires qualified professionals that apply specialized knowledge and skills to assist high-net-worth clients in accumulating, protecting, and distributing their wealth. The CPWA certification addresses these requirements of advanced competencies.
Wednesday, April 8, 2020
Published: Boys and Girls Clubs of Tucson — Serving Youth Since 1957
I published “Boys and Girls Clubs of Tucson — Serving Youth Since 1957” on @Medium https://ift.tt/2yOOJ0N
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