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.
“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.”
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.”
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.”
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.
Clelland & Company Inc.