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.


  • 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


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


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

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Women in Wealth certifications





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.





Women in Wealth Management: Creating a Framework for Success

The financial landscape continues to trend toward females obtaining more wealth, creating endless opportunities for women seeking a career that will challenge and excite them in the wealth management industry. There exists a formula for success to open more doors to the industry and access to these clients. The speakers will walk you through the framework below so you can learn how to support women achieving senior-level leadership positions, build confidence with new skillsets to solve the most complex investor challenges and provide a network for knowledge sharing between exceptional women.
All advisors, both male and female, are welcome to attend. 
1 CE for CIMA®️, CPWA®️ & RMA®️ certificants

September 12, 2021 | 5:30 - 7:30 p.m. CST


Sponsored by:     Capital Group logo       Envestnet logo


Save The Date

Investment Advisor Forum Event

Details coming soon!
December 6-7, 2021

Sponsored by:  Cambridge logo


Recent Events


Empowering Women To Own Their Financial Futures

Virtual Women in Wealth Reception at Ace Academy 2021

Over the last half-century, women’s roles have evolved and changed, and while strides have been made, women still fall behind men financially in terms of earnings, investing, and retirement savings. As an advisor, you can help empower and educate your female clients on the best ways to fulfill their financial potential. While traditional investing programs have ignored the unique experiences of women that impact their financial lives, modern plans acknowledge the unique circumstances that impact women more than men, including caregiving, gray divorce, and widowhood. Whether you are just starting your career, redefining wealth, planning philanthropic giving, or helping your clients retire, there are steps to help your clients become more confident and empowered when dealing with finances. Walk away with actionable takeaways that allow your clients to take charge of their financial futures at any life stage.

April 26, 2021 | 6:30 - 7:30 p.m. EST

Sponsored by:      Capital Group logo      RBC Wealth Management      TransAmerica 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


Thank you to our sponsors

American Century Investments
Capital Group logo
Cambridge logo
Envestnet logo

TransAmerica logo