ICIMC Rolls Out New Academy

The Institute for Certified Investment Management Consultants (ICIMC) recently formed The American Academy of Professional Investment Consultants(SM). The goal of The Academy is to provide education and training for investment consultants who want to learn how to operate their financial advisory practices as profitable businesses and attract more clients.

The ICIMC believes The Academy is different because the education offering goes beyond traditional skills and actually focuses on Practice Management issues. The organization believes that investment consultants are looking for client development strategies. Courses range from marketing and consultative strategies to lectures on industry trends.

The Academy has a little something for everyone and is divided into three levels. Level I is for those practitioners attempting to transition their business model from transaction-oriented to fee-based advisory services. Level II is designed for consultants who have already transitioned and desire to move their practices to a higher level. The third level is for the most advanced practitioners who want to keep abreast of the newest techniques and seek to "fine tune" their practices.

The formation of the Academy was supervised by Steve Gresham of The Gresham Company and already has an extensive faculty including many highly regarded business development and practice management experts in the investment industry today. For more information on The Academy, call Christopher Davis, Executive Director of the Institute at 202/452-8670.

You may like these other stories...

I recently talked with Doug Sleeter about the current state of the small business consulting profession. We talked about how consultants have great opportunities for competitive differentiation by taking full responsibility...
By Shawn Moriarity, Senior Consultant, SageworksRemember dating in high school? You know that guy or girl who you liked but were pretty sure didn't feel the same way about you? It's likely that you doubtless spent...
By Shawn MoriarityYour car's fuel gauge reads empty and you need to find a gas station. Despite BP's new ad campaign or the magazine article you recently read about ExxonMobil's efforts to "go green,"...

Already a member? log in here.

Upcoming CPE Webinars

Sep 24
In this jam-packed presentation Excel expert David Ringstrom, CPA will give you a crash-course in creating spreadsheet-based dashboards. A dashboard condenses large amounts of data into a compact space, yet enables the end user to easily drill down into details when warranted.
Sep 30
This webcast will include discussions of important issues in SSARS No. 19 and the current status of proposed changes by the Accounting and Review Services Committee in these statements.
Oct 21
Kristen Rampe will share how to speak and write more effectively by understanding your own and your audience's communication style.
Oct 23
Amber Setter will show the value of leadership assessments as tools for individual and organizational leadership development initiatives.