What we do

The Institute is committed to supporting money advisers in their development and maintenance of knowledge and expertise by

  • providing professional qualifications and associated accreditation schemes,
  • offering a specialist training programme, plus a bespoke in-house training service,
  • publishing Quarterly Account, the professional money advice journal,
  • connecting our members to the regional network via IMA Branch Representatives,
  • hosting the biggest event of the money advice calendar, the annual IMA Conference,
  • approving money advisers as DRO intermediaries, thanks to our status as a Competent Authority, and
  • providing a voice to influence policy and practice relating to personal finance, as well as keeping our members up-to-date with opportunities and activities in the sector.