Qualified individuals who can demonstrate financial need and/or are from underrepresented populations related to gender, race, ethnicity, and age may receive scholarship assistance underwriting the costs of CIMA, CPWA and RMA certification.
Who is eligible: A scholarship candidate must meet one of the following eligibility criteria:
Age 40 or below and who are associated with an independent Registered Investment Advisor (either as employee or independent contractor), and who’s educational or training efforts are not being supported by a firm (little or no firm reimbursement).
For a limited time, an “Advisors in Transition Hardship Scholarship” may be granted to advisors whose employment status changed from employed to unemployed in 2020, and/or whose health has been affected by the Covid-19 Virus.
Other applicants may receive scholarship support on a case by case basis, such as LGBTQ advisors, veterans, and advisors with an ADA disability. Note: All scholarships are limited in availability. Award amounts may vary.
All applicants must have at least three years’ experience in financial services and meet the qualification requirements of the certification program for which they are applying. Applicants must have demonstrated professional, volunteer, or civic/community leadership experience and be committed to fully engage in all scholarship benefits. Applicants must apply for a scholarship before they enroll in the program to be considered eligible for scholarship funds.