Apply for a Scholarship

To be eligible for an Investments & Wealth Institute certification scholarship, applicants must be female, a member of a racial or ethnic minority group, lesbian/gay/bisexual/transgender, a person with a disability, or employed with an independent Registered Investment Advisory (RIA) firm as a mid- to senior-level professional.





Donate to a Scholarship Fund

Donate to an Investments & Wealth Institute certification scholarship fund in the following areas:

  • General Scholarship Fund
  • Women in Wealth




Current Donors

Thank you to the individuals and organizations below who believe that advanced education in the financial services profession equals a more informed and prosperous investing public.

What People Are Saying

“The CIMA program provides the kind of sophisticated investment and wealth management knowledge and tools I need to stay relevant and competitive in today’s marketplace.”

Noel Pacarro Brown, CIMA®, CPWA®

The Conscious Wealth Management Group at Morgan Stanley

“The CPWA certification is a valuable next step for CFP® advisors who want to grow the knowledge base and skill set they need to build and maintain relationships with high-net-worth and other sophisticated investors.”

Kevin Sánchez, CIMA®, CPWA®, CFP®

UBS Institutional Consulting

“My participation in the RMA certification program has given me practical insight that I can use every day when working on retirement issues with my clients. The certification process has helped me grow my business and my network.”

Dorothy Bossung, CIMA®, CPWA®, RMA®, CFP®

Executive Vice President, Lowery Asset Consulting, LLC

The breadth of education, resources, and credentials the Investments & Wealth Institute offers its members are absolutely necessary for anyone working in the investments business. Membership lets all of us shine brighter and be the best for our clients.

Robert B. Clelland, CIMA®

Clelland & Company Inc.