The Investment Management Consultants Association, or IMCA, hired Jim Dobbs as director of education this week following his six-year stint as a certification consultant and program director for its Certified Private Wealth Advisor certification program.

“Jim’s background and industry expertise combined with his in-depth knowledge of IMCA’s membership, programs and certifications, make him an ideal fit to join our organization in a full-time capacity,” IMCA Executive Director and Chief Executive Sean R. Walters said in a statement.

In his new role, Dobbs will work to enhance IMCA’s education surrounding its certifications and continuing education, as well as its in-person and online products and platforms.

IMCA currently offers two certification programs including the Certified Investment Management Analyst, or CIMA, designation for investment consultants, and the Certified Private Wealth Advisor, or CPWA, for working with high net worth clients.


Dobbs previously established and ran registered financial planning certificate programs for the Certified Financial Planner Board of Standards at the University of Texas at Austin and Southern Methodist University. He also established a fee-only financial planning and investment advisory practice for private clients, Dobbs Wealth. Dobbs also previously served at Ameriprise Financial, Citigroup, Mercer and Sanders Morris Harris.

Lorie Konish writes for On Wall Street.




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