Investments & Wealth Foundation

Opening the doors of opportunity for an inclusive community of financial professionals.

The Investments & Wealth Foundation scholarship program enables women, diverse professionals, and next-generation leaders to elevate their careers and contribute to our profession.

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About Investments & Wealth Foundation

In support of our mission to increase public access to and trust in the financial advisory profession, IWI’s Foundation provides scholarships for financial certifications, supporting the advancement of individuals who are underrepresented in our industry.

By reducing the financial barrier to IWI certification, we enable career-transforming access for talented individuals who both represent and serve a vast kaleidoscope of communities, genders, ages, and ethnicities.

A Commitment to Diversity

As a provider of premier education programs, Investments & Wealth Institute recognizes that the sharing of ideas, information, and insights creates a currency beyond the classroom. Those ideas and experiences drive change and move our profession forward.

Likewise, our movement to foster diversity, equity, and inclusion (DEI) within our association is the catalyst for a greater change: to create a profession where financial advisors from all backgrounds thrive, ensuring a more diverse and sustainable workforce and a bright future for the profession.

IWI is proud to offer educational programming and resources to aid in the professional development of underrepresented individuals throughout the community of financial advisors.

"As a minority woman who has been in the industry for more than a decade and in settings where I am often the only person of color and/or woman in the room, I am used to the stereotypes that can often come with the territory. One of the ways I counter those misconceptions is through my proven experience in working with HNW clients. Another way I do so is through my credentials. As a complement to my other strategically selected and hard-earned designations, I obtained the CPWA® certification as another example of my commitment towards continuing education and ethical standards. The assistance from the Foundation made it easier for me to pursue the CPWA® certification, and it has helped fine-tune my knowledge on how to better serve the complex wealth management and planning needs of my clients.”

Solitaire Dasher-Smiley, CFP®, CEPA®, CPWA®, CAIA®, MBA
Financial Advisor, Raymond James & Associates

Foundation Leadership

Investments & Wealth Foundation is governed by a 9-person board dedicated to our goal of growing and supporting a more diverse workforce within the financial advisor profession through scholarships.

“I can personally attest to the Institute’s commitment to lifelong learning and adherence to ethical standards as I pursued my CIMA® certification early on my career, which helped open the door to many professional opportunities for me and helped bring me to this next exciting chapter in leadership.”

April Ferrell, CIMA®

Managing Director of Business Development and Executive Director, Investments & Wealth Foundation

View the Investments and Wealth Foundation Board

Donors: Transforming the Future of Financial Advice

The financial industry offers lucrative and fulfilling careers. But it’s a challenging industry for people of color to enter. And it’s even harder for people of color to achieve senior level leadership positions.

The generosity of our Foundation donors is helping to change that.

See All Our Donors
4%

Financial advisors who are people of color

25%

Of those advisors of color who hold professional credentials

The Impact of Donation

The Investments & Wealth Foundation scholarship program enables women, diverse professionals, and next-generation leaders to elevate their careers and contribute to our profession, their clients, and their communities.

From the program's inception in 2020 through 2022, the Institute's scholarship fund had given more than $1.1M and more than 670 scholarships to students seeking CIMA(R), CPWA(R), and RMA(R) certification.

See the Impact: Read our Impact Report

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