
Investments & Wealth Foundation: Apply for a Scholarship
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In the evolving financial services industry, your perspective is valuable, and your voice is needed.
Investments & Wealth Foundation scholarships are designed to reduce the barriers for entry into Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) certification programs so that you can access the advantages of premier professional development.
Who Is Eligible for a Scholarship?

The Investments & Wealth Foundation provides scholarships to individuals from groups that are currently underrepresented in our industry, including but not limited to:
African American, Black, Asian, Pacific Islander, Native American, Hispanic, Latin(o/a), and other people of color
Individuals with an ADA disability
Women
Veterans
Those who identify under the LGBTQ+ umbrella
Advisors from small, independent RIA or independent broker-dealer firms that don’t provide tuition reimbursement assistance
Any individual who can demonstrate financial need
What Scholarships Are Available?
The scholarships listed below offer recipients financial support that can be applied directly to the completion of an Institute certification program.
2026 Tuition | Scholarship Award | Applicant Responsibility | Scholarships Available | |
|---|---|---|---|---|
| CIMA® Certification | ||||
Yale School of Management | $6,295 | $2,000 | $4,295 | 5 |
University of Chicago Booth School of Business | $6,295 | $2,250 | $4,045 | 3 |
| CPWA® Certification | ||||
Yale School of Management | $7,295 | $2,000 | $5,295 | 5 |
University of Chicago Booth School of Business | $6,995 | $2,250 | $4,745 | 7 |
| Any Certification Program/Provider | ||||
Karen Lee Richards Advancing Women in Finance Scholarship* | $4,000 | Varies by program | 1 | |
How to Apply: Steps to a Scholarship

“I am grateful for the financial assistance from the Foundation that helped me complete the CIMA® certification program. I appreciate their support belief in me which has inspired me to move forward with confidence and 110% effort."
Richard Ramos, CFP®, CIMA®
LPL Financial Advisor, Valley Strong Retirement & Wealth Management Group
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