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

 

Certifications Overview  |  THRIVE  |  Scholarships  |  Diversity Elevates  |  Women in Wealth  |  THRIVE Events

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.

 

 

Women In Wealth Events


ACE Academy | Women in Wealth Lunch and Dialogue Invitation Only
Hosted by the Investments & Wealth Foundation
2 Institute CE, 1.5 CFP CE
May 16, 2022 | 12:10 -2:45 p.m. CT

Women in Wealth is an educational program series and a community for women practitioners to learn from peers and subject matter experts. Programs are developed by women for women. The theme of the annual Women in Wealth ACE Academy lunch program is Planning, Wealth & Retirement. Join subject matter experts and your peers for an interactive program featuring thought leaders from four featured firms presenting the following topics with table dialogue:
  • Retirement, Women, & Longevity, the Double-edged sword
  • Investing Considerations for Women in Wealth
  • How we Connect: Women in Investing
  • How to Create a Niche: 3 Key Components to Mastering your Market
Each Round, Speaker presents a 15 min “Micro-Presentation” followed by table topics (questions) for 15 minutes of table discussion. Lunch is included.

Download the WIW Agenda

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

LEARN MORE

 


Thank you to our sponsors


American Century Investments
Capital Group logo
Cambridge logo
Charles Schwab logo
Envestnet 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®