The Investments & Wealth Foundation provides scholarships for underrepresented professionals to pursue the CIMA®, CPWA®, and RMA® certifications. With your support, the Foundation will reduce the financial barrier to certification through scholarship. To date, 95 scholarship recipients have received their certification, and 250 are in process of receiving certification. We are very grateful to the Investments & Wealth Institute, its leadership, partners, and sponsors for their generous support to date. 

To see a list of donors, click here.

Your investment in the future of a diverse and representative financial advisor profession is not a campaign, it is vital to the future of the profession. The Investments & Wealth Foundation scholarship program enables women, diverse professionals, and next-generation leaders to elevate their careers and contribute to our profession.

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.

100% of your donation to the Investments & Wealth Foundation supports scholarship. The costs of the Foundation are underwritten by the Investments & Wealth Institute.

Thank you for your contribution to the future of our profession. 

Your donation is tax-deductible to the extent allowed by law. Our EIN is 87-4617128.