THRIVE Center for Diversity & Inclusion  

“Diversity of people and thinking paves the way for a brighter future” —Chris Richardson

THRIVE Mission

THRIVE Center for Diversity & InclusionThe mission of the Investments & Wealth Institute is to deliver the premier investment consulting and wealth management credentials and world class education, in order to encourage the practice of high standards. We believe that growing the number of professionals who hold advanced certifications enhances the competency and professionalism of advice delivered to the public.

THRIVE Purpose

The purpose of the THRIVE Center for Diversity & Inclusion is to foster a profession where financial advisors from all backgrounds THRIVE, thereby fostering a more diverse and sustainable workforce within the profession.


Model for Success

We want to be part of the solution, so we created programs, forums and opportunities for underrepresented individuals related to gender, race, ethnicity, age, sexual preference and/or financial need to accelerate their career trajectory and THRIVE. We plan to achieve success by supporting, educating and leading others in the marketplace.
 


SUPPORT | Certification Scholarships

The Investments & Wealth Foundation Scholarship is designed to accelerate career advancement of underrepresentedfoundation logo professionals, thereby fostering a more diverse and sustainable workforce within the financial advisor profession.

Our scholarship recipients are more diverse than the greater financial community.


SCHOLARSHIPS

 


EDUCATION | Programming

The Investment & Wealth Institute educational resources, networks and strategies for others to gain insights, practical application and roadmaps for success, in addition to creating a place where others can learn from one another in order to deepen their understanding of the barriers of entry for others and create an engaged business model reflective of a diverse workforce and marketplace.

Our
Knowledge Center platform, fosters a sense of community and allow participants to learn from each another, featuring topics related to Women in Wealth & Diversity Elevates.

WOMEN IN WEALTH     DIVERSITY ELEVATES

 

OUTREACH | Events

 

THRIVE Diversity, Equity, & Inclusion Webinar Series:

Webinar 1: Exploring the Millennial Mindset
Part of the THRIVE - Women in Wealth Program
Presenting Sponsor: RBC Wealth Management

June 2nd | 4:30 p.m. - 5:30 p.m. ET

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Webinar 2: A Guide to Inclusive Work Cultures
Presenting Sponsor: Flexshares/Northern Trust
June 16th | 4:30 p.m. - 5:30 p.m. ET

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Webinar 3: More details coming soon!
Presenting Sponsor: Charles Schwab
June 30th | 4:30 p.m. - 5:30 p.m. ET


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Webinar 4: More details coming soon!
Presenting Sponsor: Macquarie
July 14th | 4:30 p.m. - 5:30 p.m. ET


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Webinar 5: More details coming soon!
Presenting Sponsor: TBD
July 28th | 4:30 p.m. - 5:30 p.m. ET


Learn More

 

 

 

Thank you to our Sponsors

Charles Schwab logo
FlexShares logo
MacQuarie logo
RBC Wealth Management logo
"The Institute is uniquely positioned to lead change. The organization has long embraced different points of view and recognized the value of diversity. The board and committees have attempted to represent the diversity of our membership."

Garry Bridgeman, CIMA®

"We all bring something different to the table, different perspectives, and talents. But communities such as THRIVE allows us to see that we have a lot in common as well, we all want to be better educated to better serve our clients, we all want to grow and build our businesses, as well as provide for our families."

Desiree Maldonado
CIMA®, CPWA®, CFP®