Support the Foundation

The Investments & Wealth Foundation provides scholarships for underfunded and 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 see a list of donors, view our donors page.

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:
  • 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 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.

Multiply Your Generosity
Matching gift programs are a type of corporate giving where companies match the gifts their employees make to nonprofit organizations. Ask your employer if they have a matching gift program in order for your donation to provide significantly more support for the Investments & Wealth Foundation.

Not sure where to start? Ask your company’s Human Resources department to see what options are available.

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