Story Wealth Management | David Graham Earns Prestigious CIMA® Certification
Story Wealth Management are a boutique firm, with an award winning team of highly-skilled financial planners, and a close-knit support team based in Hawthorn. We are united in our concern for our clients’ financial wellbeing, and a desire to help them create the life they want.
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David Graham Earns Prestigious CIMA® Certification

David Graham Earns Prestigious CIMA® Certification

We are pleased to announce David Graham CIMA®, Senior Financial Planner at McPhail HLG Financial Planning in Melbourne VIC, has attained the Certified Investment Management Analyst® certification. Only 2 percent of financial services professionals hold CIMA certification, which is delivered by Investment Management Consultants Association® (IMCA®) and is the only credential designed specifically for investment advisors and consultants.

The CIMA® certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework. CIMA® professionals must pass a qualification exam and a certification exam covering a wide range of in-depth investment topics. Additionally, those who earn the certification must agree to meet ongoing continuing education requirements, and adhere to IMCA’s Code of Professional Responsibility and Standards of Practice.

In 2011, the American National Standards Institute (ANSI) recognized CIMA® certification as the first financial services credential in the United States to earn accreditation under an international personnel certification standard. ANSI is a private non-profit organization that provides third-party accreditation services and oversees a broad array of standards development processes in the United States.

“The CIMA® certification program represents high standards in each of the ‘Four Es’—experience, education, examination, and ethics,” said Sean R. Walters, CAE, IMCA’s executive director and chief executive officer. “As a result, the certification consistently qualifies investment advisors, investment consultants and investment managers as advanced practitioners in their field.”

IMCA was established in 1985 to set the standards and practices for the investment management consulting profession and to provide investment consultants with the credentials and tools required to best serve their clients. Visit www.IMCA.org for more information.

IMCA® and INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION® are registered trademarks of Investment Management Consultants Association Inc. CIMA®, CERTIFIED INVESTMENT MANAGEMENT ANALYST®, CIMC®, CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.