ADVISOR EDUCATION CENTER
The Advisor Education Center is a consortium of leading investment management firms offering practical insight and perspective to help advisors and the clients they serve by providing access to IMEA member firm content, resources and tools on a single platform. The site focuses on two primary areas: Client Education and Practice Management.
Client Education
Informed investors are better investors and we’ve gathered the very best content from leading investment managers to assist you in the important task of helping your clients achieve their investing goals. Topics addressed include:
– ESG
– Investing for Outcomes
– Product Type Overviews
– Understanding Market Cycles
Practice Management
Managing an advisory practice is an increasingly demanding profession. From keeping up on the use of new products to understanding the role digital and social media to reach and manage clients, we’ve gathered a wealth of information to help. Topics addressed include:
– Diversity & Inclusion
– Resources & Tools
– Retirement Conversations
ABOUT IMEA
The Investment Management Education Alliance (IMEA) is a national trade association of investment management companies, dedicated to strengthening ways the investment management industry serves investors and advisors. IMEA members are among the leaders in the industry, offering a variety of financial products and services. This strong industry alliance is well recognized for its leadership in education, as well as its position as a thought leader.