As an association focused on professional development, the Institute's mission and work have been built around the belief that growing the number of professionals who hold advanced certifications enhances the competency and professionalism of advice delivered to the public. Investments & Wealth Foundation scholarships provide access to Ivy League-quality education for RIA advisors to help them become future leaders within the industry and reach their personal career goals.
Through advanced certifications from the Institute, RIA firms worldwide can help their practices and teams expand their expertise, clientele, and business objectives. The Institute and Foundation are committed to fostering a profession where financial advisors from all backgrounds thrive.
Scholarships will not cover the full cost of the certification program. Depending on the amount awarded, scholarships can be used for exam and enrollment fees and/or a portion of tuition and certification fees (funds applied toward tuition will vary based on the certification program and education provider selected by the scholarship recipient). Additional costs may apply such as travel, test prep, retake fees, etc.
Learn MoreThe Institute offers 3 certifications to choose from that will help you kick your career into high gear and provide you with the strategies, skills, and techniques to lead at a higher level.
Retirement Management Advisor® (RMA)®
Earn your certification in as little as 4-6 months
Certified Investment Management Analyst® (CIMA)®
Earn your certification in as little as 6-9 months
Certified Private Wealth Advisor® (CPWA)®
Earn your certification in as little as 6-9 months
Applicants must first select an Institute certification program (CIMA®, CPWA®, or RMA®).
Applicants must apply for a scholarship before they enroll in the program to be considered eligible for scholarship funds.
Scholarship applications are evaluated by a committee and scholarship amounts are awarded based on eligibility, the quality of the application, demonstrated need, and available funds. The application includes an essay question with a required response of 250-500 words.
Contact Enrollment Counselor Gray Bullard at 303-529-3704 or email us at enrollment@i-w.org for a consultation and ask about Investments & Wealth Foundation scholarships.
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