Investments & Wealth Foundation scholarships are available for advisors from small, independent RIA

or independent broker-dealer firms who don't provide tuition reimbursement assistance. 

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Put Your Career Aspirations into Focus

$1,000-$5,000 scholarships available for certification tuition

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.

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Which Certification is Right for You?

The 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 1-3 months

  • It’s a comprehensive program designed to show advisors how to plan for and navigate through all stages of retirement
  • The curriculum focuses on teaching strategies to manage through all market conditions
  • Showcases procedural application guides to help you map, route and maneuver through individualized roadmaps
  • Learn the important differences between planning for accumulation and planning for retirement income
  • Provides you with a procedural prudence map so you can start applying and implementing comprehensive strategies immediately

Certified Investment Management Analyst® (CIMA)®
Earn your certification in as little as 6-9 months

  • The certification will help you upgrade your cross-functional understanding of investment management and portfolio construction, provide access to a wider channel of niche experts, and expand your clientele
  • The curriculum focuses on a combination of theoretical knowledge and practical skills
  • The comprehensive program will help you develop investment policy statements for individual and institutional clients, identify and measure performance and risk more accurately and analyze and recommend appropriate traditional and alternative investments and more

Certified Private Wealth Advisor® (CPWA)®
Earn your certification in as little as 6-9 months

  • It’s a comprehensive program designed to deepen your understanding of the wealth lifecycle, from accumulation and preservation through distribution
  • The curriculum was designed to help you understand the changing regulatory environment, teaches you to serve the family client dynamic, including the next generation and shows you how to analyze and recommend tax planning solutions
  • It helps you build and manage more effective investment portfolios, assess client risks and propose appropriate insurance solutions and asset-protection strategies and so much more
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Apply for a Scholarship

  • 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. 

Apply for a scholarship

Apply for a scholarship
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Questions?

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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