Blind Spot for Advisers? Clients’ Behavior
To make sure seniors don’t outlive their savings, advisers need to factor in their clients’ financial behavior—rather than focusing solely on average investment returns. Learn more.

Retirement Planning Calls for Straight Talk
Advisers need to have regular, if uncomfortable, client meetings to discuss savings, withdrawal rates. Learn more.

Volatility Expert Wins NAAIM Research Award
Tony Cooper has developed a trading system using market volatility to determine the right amount of leverage to use in a portfolio. Learn more.

The European Debt Crisis Keeps Expanding
Greek debt has been rated as junk quality, Spanish and Portuguese debt have undergone downgrades and there are rumors circulating of a possible Italian debt downgrade. Learn more.

IMCA in the News
A recent Investments & Wealth Monitor article was featured in Bankrate.com's retirement blog. Click here to read the story and other IMCA media coverage.

IMCA 2010 Annual Conference
Conference Dates: May 17–19, 2010
CE Credit: 20+ hours, including one ethics hour
Plan to attend the event of the year for advanced investment consulting and wealth management professionals. Click here to view the entire program and to register online. Conference highlights include:

The Hidden Power of Nonverbal Intelligence in Business
Joe Navarro, author of Louder than Words and What Every Body is Saying, is a retired FBI agent who specializes in nonverbal communication. His presentation, which is based on Mr. Navarro’s lectures at Harvard Business School, will provide crucial insights into how to master nonverbal intelligence in business to assess and influence others, and will demonstrate how nonverbal behaviors can reveal a person’s true thoughts, feelings, and intentions.

Charity Golf Tournament, 8 AM Sunday, May 16
Golf magazine recently rated the 18-hole Rees Jones-designed Waldorf Astoria championship golf course one of the best new places to play in 2009. The $150 entry fee includes continental breakfast, greens fee, cart rental, and a $35 tax-deductible donation to Give Kids The World, a nonprofit resort in central Florida that creates magical memories for children with life-threatening illnesses. Golfers can learn more and register on IMCA’s Web site.

LIVE AUDIO BROADCAST
Tangible Investing in a Global Marketplace
Presented Thursday, May 20
Registration deadline for live broadcast is 4 PM ET, May 20
CE Credit: One hour
Presented by Cliff Remily, CFA^®, Thornburg Investment Management

As financial advisors begin to reevaluate their income distribution strategies for baby-boomer retirees (pensions, endowments, and foundations), a high and rising dividend income stream is increasingly viewed as a prudent practice. Utilizing a global approach to invest in companies with the ability and willingness to pay high and growing dividends allows investors improved diversification, and historically, has provided a source of excess total return. Click here for more information and to register.

IMCA 2010 Advanced CIMA^® Workshop: The Best of Wharton
Conference Dates: July 19–20, 2010
Early-bird registration deadline is June 18!
CE Credit: Approximately 13.5 hours, including two ethics hours

Join the community of Certified Investment Management Analyst^SM professionals at the fourth-annual workshop, held at The Inn at Penn, A Hilton Hotel, Philadelphia, PA. This conference is open only to CIMA certificants in good standing, and focuses on advanced investment strategies. During the conference, presenters like Eric T. Bradlow, PhD, Krishna Ramaswamy, PhD, Kent Smetters, PhD, Dafna Eylon, PhD, Franck Schuurmans, PhD, CAE, and Richard Marston, PhD, will present new research and reinforce the education delivered through the CIMA certification program. Click here for more information and to register.

CPWA Designation Program Enrollment Now Open
Enrollment deadline is August 6, 2010!
The Certified Private Wealth Advisor^SM (CPWA^®) designation program is an advanced credential created specifically for wealth managers and advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn this designation learn to identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. Pre-study commences in September 2010 and the in-class program will be held March 14–18, 2011, at The University of Chicago Booth School of Business. Read what your peers have said about the program; click here for program information or to download the application.

Model RFPs and Questionnaires Available to IMCA Members
Three Model Request for Proposals (Model RFPs)—one each for equity investments, fixed income investments, and real estate investments—are available to help IMCA members streamline and improve their processes for selecting money managers. IMCA members can access electronic versions of the Model RFPs, in addition to the Investment Manager Questionnaire and Hedge Fund of Funds Questionnaire, in the "Membership" area of "My IMCA."

IMCA Offers Members Access to Roubini.com
IMCA is offering members a limited number of 2010 trial subscriptions to Roubini Global Economics’ Web site, Roubini.com. The premium subscription provides you with access to a warehouse of information on the global economy in the form of critical issues and briefings, as well as regular analysis and strategy outlooks each month. Learn more about Roubini.com by downloading this brochure. IMCA will provide this limited member benefit on a first-come, first-served basis. To take advantage of this benefit, please e-mail info@imca.org with a note in the subject line that reads, “Roubini.com subscription”.

A Reminder Regarding Certification Renewal Requirements
There are three requirements to renew the CIMA^®/CIMC^® or CPWA^® license: complete and report a minimum of 40 hours of continuing education (CE) credit during the two-year certification renewal period; pay a certification renewal fee; and sign and submit a disclosure statement. For complete details regarding CIMA/CIMC certification renewal requirements, click here. For more information regarding CPWA designation renewal requirements, click here.

Looking to Connect with Your Peers?
IMCA's LinkedIn group offers an online community to share best practices, discuss current issues, post jobs, and network. The group is open only to IMCA members and currently is home to nearly 1,000 of your peers. To join click here.

Need CE? Take the Quiz in Investments & Wealth Monitor
IMCA has pre-approved a continuing education (CE) quiz for one hour of CIMA^®, CIMC^®, and CPWA^® IMCA-sponsored CE credit in each 2010 issue of Investments & Wealth Monitor. Visit IMCA's Web site to learn more.