Your donation is tax-deductible* and supports scholarship assistance to pursue CIMA®, CPWA®, and RMA® certifications for:
Black, Indigenous, and People of Color
Those who identify under the LGBTQ+ umbrella
Advisors from small, independent RIA or independent broker-dealer firms who don’t provide tuition reimbursement assistance
We do not discriminate on the basis of gender, color, race, sexual orientation, disability, or veteran status.
Join us in supporting the future of the profession. Make your gift today.
Your donation is tax-deductible to the extent allowed by law. Our EIN is 87-4617128.
100% of your donation to the Investments & Wealth Foundation supports scholarship. The costs of the Foundation are underwritten by the Investments & Wealth Institute.
Institute members understand their responsibility to ensure their legacy lives on in future generations. The financial advice profession is relevant now – and always will be – and should be celebrated.
In 2021, the Institute awarded more than $344,000 in scholarship assistance to 250 professionals seeking CIMA®, CPWA®, and/or RMA® certification.
Click here to read our 2021 Impact Report.