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Investments & Wealth Institutes Certified Investment Management Analyst (CIMA) certification added to NASAA Model Rules Series 65/66 Exam Waiver List

Published

8 months ago

on

–News Direct–

Denver, CO Investments & Wealth Institute (the Institute), the leading credentialing body for financial advisors and wealth management professionals, is pleased to announce that the Institutes Certified Investment Management Analyst (CIMA) certification has been recognized by the North American Securities Administrators Association ("NASAA") as a designation eligible for waiver from the Series 65 or 66 exams. These exams are administered by the Financial Industry Regulatory Authority and serve as minimum qualifications for new investment adviser representatives (IARs).

NASAA memberships approval of the CIMA designation to the Series 65/66 waiver list represents a major step forward for CIMA certified professionals, said Sean Walters, CAE, Chief Executive Officer of the Institute. We are exceedingly proud that our CIMA certification is the first new voluntary certification to be approved and added to NASAAs model rule in 24 years. We are aware that NASAAs primary mission is consumer protection, and we believe this addition of the CIMA designation is consistent with an advisers duty of care owed to its clients.

Walters noted that, in the year 2000, NASAA revamped the Series 65 exam from a knowledge of securities law exam to include extensive knowledge of investing in the securities markets. At the time, five professional designations were approved under the waiver section of the model rule.

Each state must still adopt NASAAs amended rule for CIMA certification to automatically qualify as a waiver from the Series 65 or 66 exam requirement, commented Rob Frankel, General Counsel and Managing Director of Certifications at the Institute. We could not be more pleased that the curriculum and exam that fuels this certification have been recognized as an appropriate waiver under the states licensing requirements for IARs.

At the time of NASAAs announcement, the Chair of the NASAA Exams Advisory Committee publicly noted that the amended rule was an enhancement to the evaluation and registration process for investment adviser representatives, while maintaining high standards within the financial services industry.

The Institutes CIMA certification already enjoys accreditation under a global personnel certification standard by the ANSI National Accreditation Board (ANSI/IEC 17024), the largest multi-disciplinary accreditation body in the western hemisphere. To qualify for certification, CIMA candidates must have three years, at minimum, of verified professional experience in financial services or a related industry at the time of certification. Candidates must successfully pass two background checks at time of application and at time of certification. The CIMA curriculum is taught through Registered Executive Education partners, including programs offered by two of the worlds most elite business schools, the University of Chicago Booth School of Business, and the Yale School of Management. Passing the exam is not easy. The average first time pass rate over the past two years is approximately 48 percent.

CIMA-certified professionals often work in roles such as investment consultants, financial planners, portfolio managers, and investment analysts. The CIMA certification program covers a wide range of topics related to creating, managing, and evaluating portfolios for individual or institutional clients. CIMA certified professionals know how to evaluate model portfolios, target-date funds, ETFs, and index funds; and perform asset allocation, manager selection, and performance attribution. They learn to manage risk and return based on client objectives including when and how to incorporate alternative investments into client portfolios and how to build proper investment policy statements. CIMA certified professionals understand how to apply behavioral finance to address cognitive biases in client decision-making, and how capital markets and global macroeconomic trends affect portfolio design. In summary, they are equipped to prudently assemble, evaluate, and/or manage portfolios that meet client objectives and outcomes as fiduciaries.

CIMA practitioners are required to exhibit knowledge of 89 topics, organized within 20 sections and five knowledge domains. The exam and curriculum were recently updated as the result of a professional job analysis. Approximately 3% of advisory professionals have earned and maintained the certification. However, more than 15% of teams or practices with $500M or more in AUM have at least one CIMA certified professional serving on the team. (Cerulli Associates, 2023)

About the Investments & Wealth Institute

Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Retirement Management Advisor (RMA) the Institute delivers Ivy league-quality, highly practical education to more than 20,000 practitioners annually in over 40 countries. Members of the Institute include the industry's most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients.

Contact Details

Allison Edmondson

+1 303-850-3207

aedmondson@i-w.org

Joseph Bish

+1 303-850-3076

jbish@i-w.org

Company Website

https://investmentsandwealth.org

View source version on newsdirect.com: https://newsdirect.com/news/investments-and-wealth-institutes-certified-investment-management-analyst-r-cima-r-certification-added-to-nasaa-model-rules-series-65-66-exam-waiver-list-677720319

Investments & Wealth Institute

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Presale Meme Coin “YourTrump” Announces a Bold Rewards Program: ETH Giveaway

Published

35 minutes ago

on

December 28, 2024

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Complete Quests for Up to 3ETH… Opportunities for Both Early Investors and Non-Investors.

The influence of meme coins in the digital asset market has once again surged. Once dismissed merely as an online joke, meme coins are now emerging as a “new stage for value creation” among young investors disillusioned with traditional finance. One project that has rapidly seized attention in this space is “YourTrump.” Having already declared that it prioritizes token scarcity and investor value, YourTrump has now revealed plans to offer Ethereum (ETH) rewards through the Tropee platform, rekindling excitement among its community.

Token Investment + Community Engagement = An Inventive Rewards Structure

At the core of YourTrump’s newly unveiled rewards program is the idea that users can complete “quests” to accumulate points and then exchange those points for tickets that yield ETH prizes. According to the project team, Tropee hosts a variety of tasks—such as social media promotion and Telegram participation—through which points can be earned. Notably, a holder of the first-place ticket can receive a substantial 3ETH, while second-place tickets will be issued to five individuals, each receiving 0.1ETH.

Investors interpret these tickets as determining the ultimate tier of rewards they can attain. This model—combining project involvement and community-driven tasks, rather than merely buying tokens—remains quite rare in the crypto space, capturing widespread attention for its uniqueness.

First-Place Ticket Requires at Least $1,000, Second-Place $500

Recognizing that community tasks alone might not suffice, YourTrump has linked the reward system to actual investment thresholds:

• First-place ticket: Requires a total purchase of YTP tokens worth at least $1,000

• Second-place ticket: Requires a total YTP token purchase of at least $500

Rather than simply pushing participants to invest more, the project team explains that these tiered requirements aim to allow investors to engage at a level that suits them, while offering proportionately higher rewards for those who commit more deeply.

A Surprising Point: Non-Investors Also Have a Path to Rewards

One noteworthy element is that even those who have not invested can still earn YTP tokens by completing certain quests. YourTrump states that participants can collect points through tasks like Twitter (X) promotions, Telegram event participation, or blog reviews, and then exchange those points for tokens.

This means that people with limited resources can still accumulate tokens by actively contributing to the community. The mechanism potentially draws in newcomers and small-scale investors who otherwise might have felt excluded from major reward systems.

Synergy with the Plan to Burn All Tokens Sold in Round 1

This reward program may be amplified by YourTrump’s earlier announcement to burn an amount of tokens equivalent to all tokens sold in Round 1. By reducing the token supply while simultaneously stimulating demand and community engagement, the project is effectively running a two-pronged strategy.

Following the burn announcement, many investors anticipated a sharper scarcity factor for the token, fueling confidence that its value could rise. Now, with the Tropee-based ETH reward scheme also in play, there is an emerging sentiment that “participating at this stage could lead to significantly higher future value.”

Industry Observers: Innovative Approach vs. Need for Verification

The meme coin market has historically seen a surge of interest followed by rapid decline, especially in cases lacking a solid long-term plan. YourTrump, however, is coupling a burn policy with a more robust participation model in hopes of sustaining its community over the medium to long term. A crypto analyst commented, “To avoid fading out after a brief surge, a project must give users reasons to stay active. YTP tokens and ETH rewards together present that ‘reason’ in a concrete way.”

Still, the actual efficacy of this plan depends on transparent reward distribution, the timing of ETH payouts, and the implementation of any additional burn policies. Without consistent follow-through on such details, market confidence could be short-lived.

“If You Don’t Act Now, You Might Miss Out”… Heightened Anticipation

Ultimately, YourTrump’s ETH rewards announcement via Tropee reinforces the idea that “now is the ideal moment to commit and engage.” The chance to claim up to 3ETH after investing at least $1,000 and continuously completing quests is a rare proposition in the meme coin arena.

Moreover, since even non-investors can acquire tokens through community activities, the project appears to be orchestrating both significant fundraising and an expansive community push. By establishing “token supply reduction (burn) + meaningful ETH rewards” from the get-go, YourTrump has drawn a keen focus from both the crypto industry and potential investors alike. The main question now is whether this strategy will successfully bolster future funding rounds and community expansion—a development that the entire market will be watching closely.

To learn more, visit: https://yourtrump.vip/

Join the conversation:

Telegram: https://tr.ee/YTP_telegram

Twitter : https://tr.ee/YTP_x

Media Contact

Company Name: YourTrump

Contact Person: John Doe

Email: Yourtrump@proton.me

Website: https://yourtrump.vip

Country: United States

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USDX World’s First Community Driven Decentralised Stable Token

Published

2 hours ago

on

December 28, 2024

By

United States, 28th Dec 2024 – USDX, an alternative token to centralised stable tokens like USDT, USDC, BUSD, etc. USDX Revolutionary Billion Dollar LP Staking Program with Decentralized eco system. The financial world is at the dawn of a transformative era, and USDX is leading the charge. Launched as the first community-driven, fully decentralized stablecoin, USDX is redefining how we approach stability, transparency, and autonomy in decentralized finance (DeFi). Built on the Polygon Blockchain, USDX combines cutting-edge technology with an unwavering commitment to empowering its users, creating a financial ecosystem that offers unparalleled efficiency, reliability, and freedom.

At the heart of USDX’s innovation lies its unique approach to price stability. Pegged 1:1 to DAI, USDX ensures unwavering value consistency in a volatile digital landscape. Unlike traditional stablecoins that are susceptible to speculative trading, USDX is a non-buyable token, designed specifically to maintain stability. This deliberate structure eliminates market-driven volatility, providing users with a reliable and predictable asset.

One of USDX’s most groundbreaking features is its proprietary Trigger PEG Technology. This fully autonomous algorithm constantly monitors market activity, recalibrating the token’s value every six hours and thirty minutes to maintain its precise peg to $1 DAI. The result is a system that operates with precision, ensuring that USDX remains a dependable asset no matter how turbulent the market becomes. By eliminating the need for manual intervention, this advanced technology guarantees both efficiency and trust, setting a new benchmark for stablecoin innovation.

USDX’s commitment to sustainability extends to its innovative liquidity mechanisms. Liquidity is the backbone of any successful stablecoin, and USDX has designed a robust, decentralized system to ensure long-term reliability. A portion of staking fees is allocated to a liquidity pool, which is evenly distributed between USDX and DAI. Additionally, liquidity pool tokens are permanently locked in the platform’s treasury, creating a tamper-proof foundation that supports the stablecoin’s ecosystem. This strategic approach ensures that liquidity remains robust, transparent, and secure, even in periods of high market demand.

USDX’s ecosystem is not just about stability—it is about growth and opportunity for its community. Through an advanced treasury system powered by AI-driven tools and smart contracts, USDX generates consistent rewards while maintaining long-term viability. High-frequency trading, combined with strategic investments in select altcoins, enables the platform to diversify its financial foundation and unlock growth potential. Central to this system is an AI-powered scalping bot, which identifies and executes market opportunities around the clock. These efforts ensure that USDX remains both a stable and dynamic asset, designed to benefit its community at every level.

Decentralization is more than a technical feature for USDX—it is a principle that guides every aspect of the platform’s design. Unlike traditional stablecoins such as USDC and DAI, which often rely on centralized control, USDX operates entirely without a central authority. This decentralized framework eliminates the risks of asset freezes, censorship, and regulatory constraints, ensuring that users retain full autonomy over their financial assets. By leveraging blockchain transparency, USDX creates a trustless environment where every transaction is visible, verifiable, and secure.

The choice to build USDX on the Polygon Blockchain further underscores its commitment to efficiency and accessibility. Polygon’s scalability and lightning-fast transaction speeds provide a seamless user experience, while its minimal fees make financial inclusion a reality for all. Whether users are transferring funds or engaging with the staking platform, they benefit from a system designed to perform flawlessly, even under the heaviest transactional loads.

USDX is more than just a technology-driven stablecoin—it is a platform built for community empowerment. The staking system offers users the opportunity to earn daily rewards based on their staking tier, with rates designed to accommodate both beginners and seasoned investors. Beyond staking, USDX introduces a professional affiliate program that rewards participants for expanding the platform’s reach. This innovative approach aligns incentives with engagement, fostering a strong and active community.

To further encourage participation, USDX employs a unique rank system that recognizes and rewards user contributions. From milestone bonuses to monthly incentives and shares of global turnover, the platform’s rewards structure is designed to celebrate and support its most dedicated users. This multi-faceted approach ensures that every member of the USDX community feels valued and motivated to contribute to the platform’s success.

The implications of USDX’s innovations extend far beyond its immediate ecosystem. By addressing the vulnerabilities of centralized financial systems and traditional stablecoins, USDX sets a new standard for what decentralized finance can achieve. Its Trigger PEG Technology, decentralized liquidity mechanisms, and AI-driven treasury management represent a comprehensive approach to stability and growth, tailored to meet the needs of a rapidly evolving digital economy.

USDX is not just an alternative to traditional financial systems—it is a vision for the future. By prioritizing autonomy, transparency, and technological innovation, USDX empowers individuals to take control of their financial destiny. This revolutionary approach aligns with the core values of blockchain technology, offering a glimpse into a world where financial freedom is accessible to all.

As the DeFi landscape continues to grow, USDX emerges as a beacon of progress, inviting users to join a movement that is reshaping the foundations of finance. With USDX, stability and growth are no longer at odds; they are integrated into a system designed for the digital age.

The future of finance is decentralized, and USDX is leading the way. For those ready to embrace this new paradigm, USDX offers not just a stablecoin but a gateway to financial freedom. Join the USDX revolution today and experience a financial ecosystem where innovation meets empowerment.
For more information and to join the movement, visit USDX Live.
 

Media Contact

Organization: USDX

Contact Person: Wenzel Mcleod

Website: https://usdx.live

Email: Send Email

Country: United States

Release Id: 28122422013

The post USDX World’s First Community Driven Decentralised Stable Token appeared on King Newswire. It is provided by a third-party content provider. King Newswire makes no warranties or representations in connection with it.

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Palms Air Announces Readiness for A2L Refrigerant Installations, Embracing EPA Changes and Supporting Climate Goals

Published

3 hours ago

on

December 28, 2024

By

Palms Air is Jacksonville’s trusted name in HVAC solutions, dedicated to providing top-tier service and innovative products for residential and commercial customers. From maintenance to system upgrades, Palms Air combines expertise with a commitment to sustainability.

Jacksonville, FL, United States, 28th Dec 2024 — In response to new environmental guidelines set by the Environmental Protection Agency (EPA), Palms Air is proud to announce that its team of skilled technicians is fully trained and equipped to install A2L refrigerants, including the innovative R32 and 454B systems. These advancements are set to replace the phased-out R410A refrigerants, aligning with a global push toward sustainable, low-global warming potential (GWP) solutions.

Beginning in 2025, the production of R410A units will steadily decline, making way for next-generation refrigerants with significantly lower environmental impacts. While the transition might seem daunting for homeowners, Palms Air assures customers that the new systems are designed to operate similarly to their current systems, with only minimal adjustments required.

“A2L refrigerants represent a major step forward in reducing the effects of climate change,” said Alonzo Cubano at Palms Air. “We understand that many homeowners may be unaware of this change or feel uneasy about its impact on their HVAC systems. That’s why our team is committed to providing seamless installations and educating our community on these new, eco-friendly refrigerants.”

Key Benefits of A2L Refrigerants:

  • Lower Environmental Impact: With a reduced GWP, A2L refrigerants significantly lower the HVAC industry’s carbon footprint.
  • Energy Efficiency: These systems maintain excellent cooling performance with improved energy efficiency.
  • Future-Proof Systems: Transitioning now ensures homeowners are ahead of upcoming regulatory changes.

Stay Ahead of the Curve

A recent study by the U.S. Department of Energy shows that transitioning to low-GWP refrigerants like R32 and 454B could reduce overall greenhouse gas emissions from residential air conditioning by up to 70% by 2050. As the world shifts toward greener practices, Palms Air remains at the forefront of the HVAC industry, ensuring that Jacksonville homeowners are well-prepared for the future.

Palms Air invites homeowners to schedule a consultation to learn more about upgrading their systems to A2L refrigerants. “This is more than just a change; it’s an opportunity to contribute to a more sustainable future,” added Alonzo Cubano at Palms Air.

For those considering an HVAC system replacement or seeking more information about A2L refrigerants, Palms Air encourages you to contact their team today. Schedule your estimate with their trusted technicians and stay ahead of these upcoming changes.

Visit https://www.palmsair.com or call Palms Air (904) 209-7783 to book your consultation

Media Contact

Organization: Palms Air Conditioning and Heating

Contact Person: Alonzo Cubano

Website: https://www.palmsair.com/

Email: Send Email

Contact Number: +19042097783

Address: 2331 Paramount Dr

City: Jacksonville

State: FL

Country: United States

Release Id: 28122422010

The post Palms Air Announces Readiness for A2L Refrigerant Installations, Embracing EPA Changes and Supporting Climate Goals appeared on King Newswire. It is provided by a third-party content provider. King Newswire makes no warranties or representations in connection with it.

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