The Institute believes all advisors should have the equal access and opportunity to specialized education and advanced certifications. The Investments & Wealth Foundation endeavors to reduce the financial barrier to entry for eligible professionals through scholarships.
Through the Institute’s certification programs, scholarship recipients are able to add new, specialized expertise to their business, grow personally, and professionally as well as expand their network within the profession. We believe scholarship recipients will attract and retain high-net-worth clients with complex needs through the knowledge, skills, and techniques they obtain by achieving the CIMA®, CPWA®, and/ or RMA® certifications. These designations create opportunities to excel because of increased confidence, competency, and compensation.
The Investments & Wealth Foundation scholarship program enables women, diverse professionals, and next-generation leaders to elevate their careers and contribute to our profession, their clients, and communities.
In 2021, the Institute’s scholarship fund awarded more than $344,000 in scholarship assistance to 250 students seeking CIMA®, CPWA®, and/or RMA® certification.
See the impact! Click here to read our 2021 Impact Report.