The Institute is proud to announce that it is awarding $50,000 in Scholarships to advisors within the RIA community. 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. The RIA Scholarship provides access to Ivy League-quality education for those RIA advisors who do not have tuition reimbursement programs to help them become future leaders within the industry and reach their personal career goals.
Through our scholarship program, the Institute is providing the opportunity for RIA firms worldwide to help their practices and teams expand their expertise, clientele, and business objectives through advanced certifications from the Institute. We know the many challenges people have faced this year and want to do our part to give back to our community who has worked tirelessly to serve the public. We are committed to fostering a profession where financial advisors from all backgrounds thrive.
*All scholarship awards are subject to eligibility requirements of each designated programRead the press release
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
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
Certified Investment Management Analyst® (CIMA)® - Up to $2,000 off
Certified Private Wealth Advisor® (CPWA)® - Up to $2,000 off
Retirement Management Advisor® (RMA)® - Up to $1,000 off
All scholarship awards are subject to eligibility. Individuals must also meet the requirements of each designated program. Allocations are subject to availability. One award per person, with a maximum allotment of $2,000 per person. Individuals must commit to starting their program within 6-months of being awarded.See the Impact
Individuals need to complete their scholarship application by close of business on June 30, 2021.
Individuals will be notified within 10-days of application.
For more details visit our scholarship page.
Those needing further assistance completing the scholarship application can contact our scholarship department at firstname.lastname@example.org.
All scholarship awards are subject to eligibility requirements of each designated program and availability.
See how others are thriving
The Institute is committed to diversity, equity, and inclusion in its membership and executive educational programs. Our scholarships were designed to reduce the barriers for entry, and expand the shared perspectives and voices heard throughout our evolving industry. We wish to improve the access to premier professional development and increase the involvement of those underrepresented in the industry.
Who is eligible?
Compare and view each program's requirements here.Apply Now
The IWI Scholarship Committee reviews all scholarship applications. Those who meet guidelines shall be awarded scholarships as long as funding for scholarships is available or as long as the Institute runs the scholarship program.
To be eligible for an Investments & Wealth Certification Scholarship, applicants must be a United States citizen or permanent resident with a green card to work in the United States and be a self-identified member of a protected category under the Federal Civil Rights laws (race, sex, age, religion, ethnicity, etc.) or be a self-identified member of a category that has not yet been universally recognized as protected but has been discriminated against, such as lesbian/gay/bisexual/transgender or as otherwise self-identified as within a designated by the Institute.
The other designated category for scholarships is financial need. The Institute cannot assess actual wealth and income of candidates. The Institute has determined that financial need shall be based upon how much the employer contributes to the applicants’ certification endeavors. To wit, the program is also designed to help those working within the independent RIA channel who do not get significant employer financial assistance for continuing education and/or participation in voluntary certifications.
If seeking a scholarship under the “other category,” two references from nonrelated persons are required. IWI can keep applications active for the program year to possibly grant acceptance in 3rd or 4th quarters if funds are not available.
Female applicants are eligible for scholarships funded by the Women in Wealth scholarship fund, and applicants from Independent RIA firms are supported by scholarships from the Center for RIA Excellence.
All applicants should have nearly three years’ experience in financial services and meet the qualifications of the certification program for which they are applying. Candidates should also have demonstrated professional, volunteer, or civic/community leadership experience and/or be committed to fully engage and complete the certifications for which they are applying in a reasonable period of time.
Scholarship awards are dependent upon an agreement to enroll into a certification program within 4-6 months upon the scholarship award being granted.