Institute Scholarship Recipients



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. Read our 2021 Impact Report to learn more.

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.... If a client met with me today they would know that I am qualified to provide solutions to their complex issues. I want Bowman Wealth Management to be uppermost in the minds of estate planning attorneys and CPAs when they seek RIAs to refer their clients. I want to earn the business because I have consistently demonstrated my ability to address the complex issues of the high net worth individual, by providing answers to questions requiring strategic thinking, advanced concepts, and forward-looking planning.”


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. I am sure if you ask someone who has obtained the CIMA certification or CPWA certification if they believe it was worth the investment (both in time and financial cost), they will likely say yes. Perhaps it does not immediately result in new AUM or additional revenue, but it certainly increases one’s knowledge base and confidence level. Just as we would expect health professionals to stay up-to-date and be well-trained as advances and discoveries in medicine are made, clients expect the same level of expertise of their financial advisors to help them navigate every aspect of their financial lives.” 


Kristoffer N. Fu, CPWA® CFP®

CPWA® Certificant

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


Lynn Ann Gillen, CIMA® , RMA®

RMA® Certificant

"I’m excited to be studying for the RMA certification to better assist clients making the transition into retirement and accessing portfolios we have spent many years building.  The CIMA program offered a deep dive into many aspects of investments, I’m looking forward to doing the same with retirement issues. As an advisor it’s imperative we are continually learning and seeking ways to improve the experience and outcomes for our clients."


Chi Guerrero, CIMA®, CFP®, RMA®

CIMA® certificant

“I feel so fortunate to be the recipient of the Investments & Wealth Institute scholarship. The Institute’s standards are very high and it’s an honor to be part of this community. Completing the program has given me a real sense of pride and accomplishment. I would encourage anyone who’s looking to advance their career to consider applying for the scholarship. The experience has been invaluable.”



Wes Hedrick, CFP®

Candidate for CPWA® Certification

“These designations not only hold you to the highest ethical standards but exemplify a person who is serious about what they do and the clients that they serve....My client base is comprised of high net-worth (HNW) & ultra-high-net worth (UHNW) individuals and families. The CPWA® hones in on planning and investment topics that are most pertinent to these types of clients. Obtaining this designation will help me continue serving these clients in the highest capacity.”


Chadwick Roberson

Candidate for CIMA® Certification

“As an investment professional or advisor, you can never stop learning and improving your skillset....This investment world is ever so changing, and you need to make sure you are constantly changing and improving along the way. And one way to do that is to continue investing in yourself through education and professional certifications.”


Karīna Sērmūksle

Candidate for CPWA® Certification

“The CPWA® will be important for me and my firm as it covers all the bases, providing a full breadth of skill in addition to greater credibility. Credibility is critical to clients. As a young professional woman in finance, the CPWA® will be an immediate differentiation and help to demonstrate my knowledge, skills, and ability. I am so excited to have the opportunity to pursue the CPWA® Certification. The Scholarship expands my ability to pursue this education and grow my knowledge and practice.”


Shaun Taylor

Candidate for CIMA® Certification

"My goal is to work with high-net-worth clients and endowments. Earning the CIMA designation is an illustration to prospective clients that I possess the knowledge to effectively manage their capital. It will give me the credibility of having specialized training and knowledge. The CIMA certification is critical in helping me build trust and create relationships with wealthy sophisticated investors who have complex needs.”


Coleman Webb, CPFA™, CFP®

Candidate for the CPWA® certification

“The CPWA® education will help me develop the skill set and expertise to work with anyone along the wealth management continuum.“


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CIMA header

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

Certification Scholarship Fund

Investments & Wealth Institute wants to help eligible individuals who are passionate about growing their career through advanced education. The Institute’s new Scholarship Fund will offset costs for qualified candidates for the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®) and Retirement Management Advisor ® (RMA®) designations. 

In response to recent economic changes, the Institute has doubled the amount of financial aid offered for the next several months. Additionally, we've created a new Advisors in Transition scholarship that is offered to advisors who have been laid off or who can demonstrate financial hardship. 

Learn more.




See the impact! Download our 2021 Impact Report here


To donate or apply to the scholarship fund click here.