Foundation Scholarship Recipients


2021 Impact Report - Final 1

See the impact!

In 2021 the Investments & Wealth Institute awarded $344,840 in scholarship assistance to 250 students through our Scholarship Fund, designed to reduce the financial barrier to entry for eligible professionals who meet the requirements to pursue advanced designations. 


Be part of the impact! 

Apply for a scholarship today. 

Learn More

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Justin Gaudino, CIMA®, CPWA®, CFP®

CIMA® and CPWA® Certificant

"I felt fortunate for the opportunity, and receiving the scholarship was a tremendous compliment, especially among a field of talented and experienced professionals."


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Chitra Patel, CPWA®, CFP®, MBA

CPWA® Certificant

"The Investments & Wealth Institute Foundation is a great organization and sees the value in supporting minority advisors wanting to make an impact.”


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Michael Lawrence, CPWA®, CFP®, AIF

CPWA® Certificant

"This was a voluntary certification that I needed to self-fund, and the scholarship was my sign to take the next step."



Eilin Cabutto, CIMA®

CIMA® Certificant

" The application process was simple and today, I feel more empowered and confident in my conversations.” 


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Pablo Montero Bianchi, CIMA®, CPWA®, CFP®

CIMA® and CPWA® Certificant

"I never thought I would be eligible to receive a scholarship from the Foundation. Today, I am extremely grateful for the consideration and trust they placed in selecting me as a scholarship recipient."



Lynn Anne Gillen, CIMA®, RMA® 

CIMA® and RMA® Certificant

"As an advisor it’s imperative we are continually learning and seeking ways to improve the experience and outcomes for our clients."



Valerie Bowman, CPWA®, RCP, RTP

CPWA® Certificant

“I chose to pursue the CPWA® because the candidate body of knowledge addresses all that I want to address with high net worth clients. "



Kristoffer Fu, CPWA®

CPWA® Certificant

"Earning my CPWA® has given me a new knowledge set that has allowed me to deepen my client relationships and outcomes."



Karīna Sērmūksle

Candidate for CPWA® Certification

"As a young professional woman in finance, the CPWA® will be an immediate differentiation and help to demonstrate my knowledge, skills, and ability. "



Leslie Chang, CPWA®, CFP®

CPWA® Certificant

"By investing in yourself, you show up better for others. Like investors, finance professionals want to see a return on investment.” 


Create Your Own Success Story.

Earn an advanced professional designation with us. 

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CIMA Certification

The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals.

CIMA certification stands out among other financial certifications for its effective emphasis on the combination of theory and practical application


Learn more  about the CIMA Certification.


CPWA Certification

Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million.

Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.

Learn more about the CPWA Certification


RMA Certification

The Retirement Management Advisor® (RMA®) program is an advanced certificate program and pathway to certification that focuses on building custom retirement income plans to mitigate clients' risks and to master the retirement planning advisory process, all within an increasingly regulatory environment.

Focused on outcomes, not expectations, the RMA certification provides advisors with practical tools, techniques, and methodologies.

Learn more about the RMA Certification