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Why become an iMBA Institutional Member?
Guide to iMBA Institutional Membership
Program Overview
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Program Overview
The Institutional Specialist Certified Medical Planner TM educational
designation is designed to increase your knowledge, business affinity, revenues and professional prestige.
Contemporaneous new concepts like: business, strategic and marketing plan creation,
marketing channels, advertising techniques and sales presentations, logo development, branding
and public relations, copyright, service and trademark law, financial accounting, managerial accounting,
inventory control and cost accounting and management, ISO and CRM and website development and IT,
sexual harassment and workplace violence, business valuations and appraisals, risk management and
insurance, estate, investment, retirement and business planning, private and public placements,
and IPOs, venture capital and cost of capital are all reviewed, to appreciate management production,
the first phase of the wealth management life cycle for business owners and entrepreneurs.
Then, these concepts can be seamlessly meshed with your current investment
advisory, accounting, law, brokerage or financial consulting activities. You will also
review the basics of economics and finance, personal budgeting, income taxation, business
office tax reduction strategies, insurance and risk management, contract analysis, investing
and portfolio development, market neutral mutual funds and alternate investment vehicles (hedge funds),
divorce and special situations planning, concluding with retirement and estate planning,
as needed. And, most importantly, all topics are specifically targeted for business owners and their advisors.
A long-term strategic alliance or partnership with the iMBA Network© of
advisors may be all you need to hire and retain the best employees. It's a win-win
situation for all concerned. |
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