Our Women in Wealth mission is to become the fastest-growing and leading provider of certifications for women in the financial industry

 


 

Why Get Involved?

2 professional women at a conference
 

Many individuals turn to the financial industry to have a lucrative and fulfilling career. Of that, women in the financial services represent less than 17% of the industry population and only between 17–25% hold professional credentials, making it more difficult for women to achieve senior level leadership positions in the industry. We want to help change that.



Objectives

 
  • To help create more and more DisruptHers, by offsetting the costs of earning advanced certifications for approved applicants
  • We want to arm women with an extensive knowledge base to help them catapult their careers and surround themselves around top talent
  • Provide the tools and resources to help women achieve senior level leadership positions
  • Elevate the knowledge base of women so they can have the confidence and skill-set to solve the most complex investor challenges
  • Provide a gateway and network for knowledge sharing between exceptional women

Value


3 professional business women having a discussion at a round table
With the rapid speed of technology development, along with the social climate of today and shifting investor expectations, the financial landscape continues to change, creating endless opportunities for women fiercely seeking a career that will challenge and excite them every step of the way.

And, let’s face it, a career in finance opens up many doors, and not just in the United States - but around the world, and we want to be part of it! With an increased focus on market expansion, this can lead to global opportunities to shape the economic growth of the economy; a chance for women to have a voice at the table. A place to share ideas. A platform to shape the future of finance, and that feels good to us.

  • We want to create forums that bring women DisruptHers to the table

  • To establish a line-up of female conference speakers and webinar hosts

  • To create outlets where women can gain valuable skill-sets and techniques

  • To provide flexible options for women to achieve their advanced credentials

  • Offer scholarships so women can obtain their certification

Scholarships


The Investments & Wealth Foundation Scholarship is intended to financially assist candidates and offset the cost of certification, thereby allowing the Institute to certify more candidates, including underrepresented segments.

LEARN MORE           APPLY            DONATE

 

Women in Wealth certifications

 

WOMEN IN WEALTH EVENTS

 

Women in Wealth reception




Each year, the Institute brings together hundreds of financial professionals to share the steps they are taking to ensure all women are being represented at every level of the industry. Our Women in Wealth events feature on-stage interviews; panel discussions; interactive networking activities and deep-dive sessions on topics relevant to women in Finance. We are sure you will leave inspired to make a difference in your own firm.

 

Investments & Wealth Forum – Toronto
Women in Wealth Reception & Closing Panel: Who Do We Trust and Why?
October 3, 2022 | 3:15 – 5:00 pm ET | Presenting Sponsors: GQG Partners and National Bank Independent Network

Investments & Wealth Forum – New York City
Women in Wealth Program and Reception: Planning for Investment Risk in Today’s Market
November 29, 2022 | 4:15 – 6:30 pm ET | Presenting Sponsors: American Century Investments, Raymond James, Envestnet, Capital Group, Macquarie Asset Management and Goldman Sachs Asset Management
 


Thank you to our Women in Wealth 2022 Sponsors

American Century Investments
Capital Group logo
Charles Schwab logo
Envestnet logo

Raymond James logo

Raymond James logo
RBC Wealth Management logo
"We seek to bring women together to discuss issues that concern them and potential solutions to those problems. Women, in my experience, enjoy brainstorming to come up with solutions or new ways of approaching a problem."

Dorothy E. Bossung, CFP®, CIMA®, CPWA®, RMA®

"The topics that we are discussing and the education those events provide are beneficial to all. Women in Wealth is not just for women, it's for everyone."

Desiree Maldonado
CIMA®, CPWA®, CFP®