Be A Pioneer by Helping Define the Private Wealth Advisory Profession

As a certification body, IMCA® develops its Certified Private Wealth Advisor® (CPWA®) certification program using knowledge from practitioners like you. This is the only way to determine what truly constitutes a private wealth advisor in today’s complex financial landscape. Please help us shape the industry’s definition of wealth management by participating in a CPWA job task analysis survey. Participating makes you eligible for:

  • Entry into a drawing for one of three $1,000 cash prizes.
  • Entry into a drawing for one of three Apple iPads.*
  • A complimentary summary of the findings once they are finalized.

The survey closes next Monday, May 7. Take the CPWA job task analysis survey today at

Please note: Analyzing a profession is in-depth and specific, so this survey, which can be completed in segments, can take up to an hour to complete. *Apple is not a participant or sponsor of this promotion.

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