CIMAs

• Continuing education

  How to earn CE credits during a pandemic: CPA, CFA, CIMA

  One of the certifying organizations has taken a Netflix-like approach to advisor education.

  By Erika Wheless

  June 26

  
• Certifications and licensing

  IMCA rebrands, expands offerings to attract new advisors

  The 11,000-member organization will operate as the Investments & Wealth Institute.

  By Andrew Welsch

  October 17