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Investments & Wealth Foundation scholarships are designed to reduce the barriers for entry into Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) certification programs so that you can access the advantages of premier professional development.
Who Is Eligible for a Scholarship?
Driven by IWI’s commitment to diversity, equity, and inclusion in our membership and executive educational programs, Investments & Wealth Foundation makes scholarships available to individuals who are from groups currently underrepresented in our industry, including but not limited to:
African American, Black, Asian, Pacific Islander, Native American, Hispanic, Latin(o/a), and other people of color
Individuals with an ADA disability
Those who identify under the LGBTQ+ umbrella
Advisors from small, independent RIA or independent broker-dealer firms that don’t provide tuition reimbursement assistance
Any individual who can demonstrate financial need
How Does a Scholarship Help?
Scholarships provide funds that you can apply directly toward the completion of an IWI certification program.
Scholarship award amounts range between $1,000 and $5,000.
You can’t use a scholarship in combination with a corporate discount.
Scholarships don’t cover the full cost of the certification program.
Scholarships are applied to the cost of certification enrollment.
Remember to plan for additional costs such as travel, test prep, retake fees, and your initial certification fee.
How to Apply: Steps to a Scholarship
If I can’t use my scholarship within 6 months, do I need to reapply?
Yes. The Foundation cannot guarantee you will receive the same scholarship amount if you reapply. In limited circumstances—such as medical emergency, death of a loved one, or a drastic change in your financial situation—the Scholarship Committee may agree to briefly extend your scholarship’s expiration.
Have a Question?
We have resources ready to support you.
Scholarship Application Support
If you’ve submitted an application and have questions—or are in the process of submitting—contact email@example.com.