Investments & Wealth Foundation: Apply for a Scholarship

First, select the certification program you want to pursue.

You’ll want to know not only which program best suits your goals, but when and how the executive education program will be offered.

Decide when you plan to enroll.

You can apply at any time, but remember you must:

• Apply before you enroll in your selected program

• Allow adequate time for application review before your program start date

• Use your scholarship funds within 3 months of your award

TIP: The best time to apply is early in the quarter before your expected start date: in January, April, July, or October.

Then, submit your application.

Be thorough, thoughtful, and complete. Set aside the time you need to complete all the information, including the required essay question (250-500 words).

• Login to your Institute dashboard or create a new account.

• From the left-hand menu, select Applications.

• Choose the Scholarship application.

• Complete the application.

Scholarship applications are evaluated by a committee and scholarship amounts are awarded based on eligibility, the quality of the application, demonstrated need, and available funds.

15 Business Days │ Typical time for the Scholarship Committee to review an application.

If you receive a scholarship, you’ll get information about how to use your award when you apply for your certification program.

With your certification enrollment, you’ll automatically receive a 2-year Basic IWI membership.

FAQ - If I can’t use my scholarship within 3 months, do I need to reapply?

Yes. The Foundation cannot guarantee you will receive the same scholarship amount if you reapply. In limited circumstances—such as medical emergency, death of a loved one, or a drastic change in your financial situation—the Scholarship Committee may agree to briefly extend your scholarship’s expiration.