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®
, and RMA®
- Black, indigenous, and people of color
- 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.