Empower sustainability and excellence in financial services
Transform careers.
Change lives.
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To enable our profession to thrive, we must continuously invite new voices into our conversation.
Your tax-deductible gift to the Investments & Wealth Foundation helps grow the financial profession by actively engaging members who both represent and serve a variety of communities, genders, ages, and ethnicities.
The costs of the Foundation are underwritten by Investments & Wealth Institute, so 100% of your donation to the Investments & Wealth Foundation supports scholarships.
All donations are tax-deductible to the extent allowed by law. Our EIN is 87-4617128.
When you donate to the Investments & Wealth Foundation, you open the doors of opportunity and create the sustainable growth that financial services needs by giving advisors from underrepresented backgrounds access to Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) certifications.
Women
Black, indigenous, and people of color
Veterans
Those who identify under the LGBTQ+ umbrella
Persons with disabilities
Advisors from small, independent RIA or independent broker-dealer firms without tuition reimbursement assistance
The Foundation does not discriminate on the basis of gender, color, race, sexual orientation, disability or veteran status.
Your individual donation to the Foundation is a powerful lever to move our industry forward. You can make your contribution go even further by engaging the support of your firm or donating appreciated assets.
Does your organization have a matching gift program?
Ask your company’s Human Resources department to see how a match can increase your impact.
Our education providers support the Foundation by providing our scholarship recipients with free access to their world-class certification education programs.
