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Annual Reports

In 2021 the Investments & Wealth Institute awarded $344,840 in scholarship assistance to 250 students through our Scholarship Fund, designed to reduce the financial barrier to entry for eligible professionals who meet the requirements to pursue advanced designations.

Read our 2021 Impact Report to learn more.

The Institute consistently monitors its budget to ensure the association remains financially secure while providing valuable membership and educational experiences. Download the current Annual Summary below.

2021-2022 Institute Updates

2020 Annual Summary

Audited Financials

2020 AU Audited Financial
2020 FS Audited Financial
2018 Audited Financial
2017 Audited Financial
2016 Audited Financial