THRIVE Center for Diversity & Inclusion

The Institute is uniquely positioned to lead change. The organization has long embraced different points of view and recognized the value of diversity."

—Garry Bridgeman, CIMA®

Our Diversity, Equity, and Inclusion Commitment

The Institute is proud to offer educational programming and resources to aid in the professional development of underrepresented individuals throughout the community of financial advisors.  

Our commitment to creating opportunities for others can be witnessed through our Thrive DEI and Women in Wealth educational programs and events, financial aid assistance program (Scholarship Fund) and our THRIVE Center for Diversity, Equity, and Inclusion Knowledge Center.


Mission

 

The 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 of professional conduct and improve the overall competency and professionalism of advisors.
 


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.


 

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Real-time Resources

The THRIVE Center for Diversity & Inclusion offers online and in-person educational programming -  designed to help close  gaps, empower individuals and key stakeholders to make systemic changes, and provide actionable strategies individuals can put into practice immediately.

Access to Advanced Certifications
Our scholarship program enables women, diverse professionals and nex-gen leaders to elevate their careers and contribute at a higher level to our profession. Access to our CIMA®, CPWA® and RMA® certifications arm individuals with an extensive knowledge base to help them catapult their careers and surround themselves around top talent. They provide the tools and resources to help those achieve senior level leadership positions too. These programs elevate individual’s skill sets, build confidence, and provide a gateway and network for knowledge sharing.

Get Certified

Our Women in Wealth and THRIVE DEI Programs
Our webinars and onsite programs at our Conferences tackle relevant and timely issues facing women and minorities today. Events are peer-led and open to everyone. Subject matter is intended to deepen the communities understanding of the barriers of entry for underrepresented professionals and are designed to inspire others to create an inclusive business model by advancing diversity, equity & inclusion within the advice profession.

Learn More About Women in Wealth                      Learn More About THRIVE DEI                            
 
THRIVE Center for Diversity, Equity, and Inclusion Knowledge Center
We recognize that the sharing of ideas, information and insights creates a currency beyond that of the classroom. Those ideas, and experiences drive change and move our profession forward. Therefore, we offer a robust DEI Knowledge Center, filled with curated member and partner content, featuring topics related to Women in Wealth, and Diversity, Equity and Inclusion subject matter.  

Join the conversation
 
 
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"We all bring something different to the table — different perspectives and talents and the THRIVE Center for Diversity & Inclusion allows us to continue learning and leading at a higher level."

—Desiree Maldonado, CIMA®, CPWA®, CFP® 

 

Insights with Impact

Be part of our exciting educational lineup. Register for an upcoming event or refer a colleague or friend today!

Webinar 1: Exploring the Millennial Mindset
THRIVE Diversity, Equity, & Inclusion Summer Webinar Series 
June 2nd | 4:30 p.m. - 5:30 p.m. ETPresenting Sponsor: RBC Wealth Management

Webinar 2: A Guide to Inclusive Work Cultures
THRIVE Diversity, Equity, & Inclusion Summer Webinar Series
June 16th | 4:30 p.m. - 5:30 p.m. ET | Presenting Sponsor: Flexshares/Northern Trust

Webinar 3: Opportunities in Gender Diversity: What Women Can Bring to Your Firm
THRIVE Diversity, Equity, & Inclusion Summer Webinar Series
June 30th | 4:30 p.m. - 5:30 p.m. ET Presenting Sponsor: Charles Schwab

Webinar 4: Corporate Efforts in Diversity, Equity & Inclusion: Top Down + Grassroots = Change
THRIVE Diversity, Equity, & Inclusion Summer Webinar Series
July 14th | 4:30 p.m. - 5:30 p.m. ET Presenting Sponsor: Macquarie
Learn More and Register

Webinar 5: The Future of Wealth Management - Tomorrow's Multi-Competency, Multi-Gender, Multi-Generational, & Multi-Cultural Wealth Management Team
THRIVE Diversity, Equity, & Inclusion Summer Webinar Series
July 28th | 4:30 p.m. - 5:30 p.m. 
Learn more and register 
 


Our 2021 THRIVE educational programs brought together 961 professionals!

400 Scholarships Awarded


Since the launch of the Scholarship Fund in 2020!

43% Growth

 

In our 2021 Latinx applications!
 

26% Growth

In our 2021 Black/African American certification applications!

21% Growth


In our 2021 certification applications!

18% Growth


In our 2021 female certification applications!

Advanced Educational Opportunities

The skills needed to compete in today’s business climate are changing.  Taking a business or career to the next level requires a different skillset than before. The Institute provides those tools, and resources financial advisors need to meet those challenges.
Our advanced executive educational programs provide Ivy League strategies with real-world application to help set individuals apart. A key component of The Institute’s THRIVE initiative is our ability to help offset the cost of the Institute’s executive educational programs; the CPWA®, CIMA®, and RMA®, in which we partner with the Yale School of Management, Wharton Business School at the University of Pennsylvania and The University of Chicago, Booth School of Business.

Learn More

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Investing in the Community of the Future

All proceeds support the Investments & Wealth Foundation

The Investments & Wealth Foundation scholarship program enables women, diverse professional and nex-gen leaders to elevate their careers and contributions to our profession. Our community outreach efforts provide tuition assistance for underrepresented professionals to pursue the CIMA®, CPWA® and RMA® certification.
 
 Check out the impact we are having on the community!

Apply for a Scholarship

Make a Donation

 

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It Takes a Village

The Investments & Wealth Foundation are grateful to those individuals and companies who generously invested in our commitment. Through educational programming and donations, we can reduce the financial barrier to certification for those underrepresented in the profession and show financial need.
 
Thank you to our educational program sponsors!

  • Charles Schwab
  • Flexshare
  • Macquerie
  • RBC Wealth Management

 

Become a Donor