Donation Impact
Since Inception, more than $1.8 million in scholarships have been awarded and 352 recipients have been certified.
The Investments & Wealth Foundation
The mission of the Investments & Wealth Foundation scholarship program is to accelerate career advancement of populations who are currently underrepresented in the financial services profession, thereby fostering a more diverse and sustainable workforce to address client solutions.
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About Investments & Wealth Foundation
In support of our mission to increase public access to and trust in the financial advisory profession, the Investments & Wealth Foundation provides scholarships for financial certifications, supporting the advancement of individuals who are underrepresented in our industry.
By reducing the financial barrier to the Institute’s certifications, we enable career-transforming access for talented individuals who both represent and serve many communities, genders, ages, and ethnicities.
A Commitment to Creating Opportunities for Excellence
The Bureau of Labor Statistics estimates that the demand for financial advice will far exceed the historic supply over the foreseeable future. The Foundation’s scholarships are a catalyst for meeting that challenge with the highest standards: to create a profession where financial advisors from all backgrounds thrive, ensuring a more diverse and sustainable workforce and a bright future for the profession.
“Your military experience and training provide you with a sense of integrity and the necessary discipline needed to survive, persevere and ultimately thrive in this profession. This is an honorable profession, and it continues the mission of serving others, who need our help.”
Matt Hudnall, MBA, CPWA®, ChFC®
Founder of Hudnall Wealth and former U.S. Army Combat Medic
Foundation Leadership
Investments & Wealth Foundation is governed by a board dedicated to our goal of growing and supporting an expansive workforce within the financial advisor profession through scholarships.
“I can personally attest to the Institute’s commitment to lifelong learning and adherence to ethical standards as I pursued my CIMA® certification early on my career, which helped open the door to many professional opportunities for me and helped bring me to this next exciting chapter in leadership.”
April Ferrell, CIMA®
Managing Director, Head of Global Sales
View the Investments and Wealth Foundation Board