Middletown, RI, June 30, 2014 Elisabeth A. Hickox CIMA®, CRPS ®, Financial Advisor at Wells Fargo Advisors in Middletown, RI recently obtained 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. Ms. Hickox has worked at Wells Fargo Advisors
since 2010 and is responsible for oversight of individual and qualified retirement plans.
The CIMA certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through The Wharton School, University of Pennsylvania, The University of Chicago Booth School of Business, or the Carnegie Mellon Tepper School of Business. 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 nonprofit 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.
About Wells Fargo Advisors
With $1.4 trillion in client assets as of April 11, 2014, Wells Fargo Advisors provides investment advice and guidance to clients through 15,146 full-service financial advisors and 3,350 licensed bankers. This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company. www.wellsfargoadvisors.com
Investment products and services are offered through Wells Fargo Advisors, LLC.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.5 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, 12,500 ATMs, and the internet (wellsfargo.com), and has offices in 36 countries to support customers who conduct business in the global economy. With more than 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 29 on Fortune’s 2014 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially. Wells Fargo perspectives and stories are also available at blogs.wellsfargo.com and at wellsfargo.com/stories.
