Sean R. Walters

Sean Walters is Chief Executive Officer of the Investments & Wealth Institute® (formerly IMCA®). Established in 1985, The Investments and Wealth Institute is a professional association, advanced education provider, and standards board for financial advisors, financial planners, investment consultants, and wealth managers who embrace excellence and ethics. Serving individual members and certificants in 39 countries around the world, Institute members collectively manage more than $3 trillion (USD), providing investment consulting and wealth management services to individual and institutional clients.

The Investments & Wealth Institute is the leading provider of advanced education for investment and wealth management professionals, offering the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®) certifications, and the Retirement Management Advisor® (RMA®) program, along with more than a dozen online courses and live events.

Sean has been active in association management since 1990, with financial services associations since 1997. He is a graduate of the University of Arizona with a B.A. in History, and he holds a Masters in Business Administration from the University of Indianapolis. Sean is a Certified Association Executive (CAE) certificant and has earned the Institute of Organization Management (IOM) designation from the U.S. Chamber of Commerce.