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.Support the Foundation
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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.
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 FoundationView 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
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