|
Associate Membership |
Accredited Membership |
Affiliate Membership |
Trainee Membership |
Non-Practising / Retired Membership |
Provide money advice |
Y |
Y |
N |
*Y/N |
N |
Hold the appropriate FCA permissions |
Y |
Y |
N |
**Y/N |
N |
Hold insurance that covers your work |
Y |
Y |
N |
Y |
N |
Comply with the IMA Statement of Good Practice |
Y |
Y |
Y |
N |
N |
Comply with the IMA Professional Code of Conduct |
Y |
Y |
Y |
N |
N |
Comply with the IMA Membership Rules |
Y |
Y |
Y |
Y |
Y |
Hold the Certificate in Money Advice Practice |
N |
Y |
N |
***N |
***N |
Comply with the IMA CPD scheme |
N |
Y |
N |
***N |
***N |
*Trainees are not expected to deliver advice until they have satisfied their organisation that they are proficient to do so.
**Appropriate FCA permissions are only required once the trainee is delivering advice.
***Affiliates, Retired and Non-Practising members can hold the CertMAP qualification and comply with the CPD scheme, but this is not a requirement for these categories.
IMA membership benefits by membership category
|
Associate Membership |
Accredited Membership |
Affiliate Membership |
Trainee Membership |
Non-Practising / Retired Membership |
Reduced fees for IMA training |
Y |
Y |
Y |
Y |
Y |
Free Quarterly Account journal |
Y |
Y |
Y |
Y |
Y |
Free access to Wiseradviser training |
Y |
Y |
Y* |
Y |
N |
Certificate in Money Advice Practice |
Y |
Y |
Y |
N |
Y |
IMA accreditation and CPD scheme |
N |
Y |
Y** |
N |
Y** |
Use of MIMA (Cert) initials |
N |
Y |
N |
N |
N |
Use of AIMA (Cert) initials |
N |
N |
Y*** |
N |
N |
Access to free second-tier specialist debt advice |
Y |
Y |
N |
N |
N |
Apply to be a DRO intermediary |
Y |
Y |
N |
N |
N |
Reduced fees for IMA conference |
Y |
Y |
Y |
Y |
Y |
Money Advice Group and branch meetings |
Y |
Y |
Y |
Y |
Y |
Weekly Bulletin email |
Y |
Y |
Y |
Y |
Y |
Members-only area of the IMA website |
Y |
Y |
Y |
Y |
Y |
AGM attendance |
Y |
Y |
Y |
Y |
Y |
AGM voting rights |
Y |
Y |
N |
N |
Y |
Hold IMA Board positions |
Y |
Y |
N |
N |
Y |
Hold IMA Council positions |
Y |
Y |
N |
N |
Y |
* Affiliate members are eligible for a six-month initial registration with Wiseradviser if they meet the following criteria:
– the member’s employer gives free debt advice and services
– the member’s employer is authorised by the FCA to give debt advice
** Only if the member has completed the Certificate in Money Advice Practice
*** Only if the member has completed the Certificate in Money Advice Practice and is compliant with the continuing professional development scheme
Need more information?
If you need more information about any of our membership categories, please contact us at membership@i-m-a.org.uk or on 0113 242 0048.