Webinars With Industry Experts

The Rising Tide Of Expectations For Financial Advisors


Are you what you say you are? Do people believe you?  

Consumer trust in financial advisors remains low, while investor expectations continue to rise.

Today’s financial advisory landscape, along with certifications that support them, are in flux.

To meet challenges, advisors must deliver the services they claim to, and grow their brand for integrity. This presentation by IMCA’s CEO examines:  

     •   Consumer trust data and analysis
     •   Major trends affecting advisors
     •   The role of certification
     •   Personal brand integrity
     •   About IMCA

This presentation will be of interest to all financial advice professionals.
 
Please join us.
 

Sean Walters is executive director and chief executive officer of Investment Management Consultants Association (IMCA®), which administers the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) certifications, and serves more than 8,900 advanced investment and wealth management members.
 
Note: Eligible for IMCA CE credit.

Questions?

How and why does the Advisor Products system work?

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