In 2020, the Institute created the THRIVE Center for Diversity & Inclusion to foster a profession where financial advisors from all backgrounds THRIVE, thereby supporting a more diverse and relevant workforce within the profession.
The Investments & Wealth Foundation was founded to reduce the financial barrier to entry for eligible professionals through scholarship support.
Your generous donation is tax-deductible and supports scholarship assistance to pursue CIMA®, CPWA®, and RMA® certifications. Read more about our scholarship recipients.
Your donation is tax-deductible to the extent allowed by law and 100% of your gift supports scholarship. The costs of the Foundation are underwritten by the Investments & Wealth Institute.