Investments & Wealth Institute Certification Scholarship Program

MISSION
The mission of the Investments & Wealth Institute is to deliver the premier investment consulting and wealth management credentials and world-class education, in order to encourage the practice of high standards of professional conduct and improve the overall competency and professionalism of advisors.
 
OBJECTIVE
The objective of the Certification Scholarship Fund is to promote diversity and grow the number of certified professionals who currently are underrepresented in the profession thereby enhancing the competency and professionalism of advice delivered to the public.
 

Institute Programs Supporting Certification Scholarships

Women in Wealth 

The Women in Wealth Program was created in May of 2019 to promote and celebrate gender diversity in the financial advice profession, to raise funds to support the Certification Scholarship Fund, build community, and ultimately to help improve the professionalism, ethics, and expertise of women advisors in order to accelerate career advancement and success. 

Investments & Wealth Diversity 

Offered to qualified individuals who can demonstrate financial need and are from underrepresented populations related to gender, race, ethnicity, sexual orientation or those with disabilities within the financial services sector.

The Center for RIA Excellence 

Designed to reduce the financial barrier to entry for the next-generation of professionals from independent Registered Investment Advisor firms who may not be able to access financial support from their firms like other advisors. The Center for RIA Excellence will support and advance the issues important to RIA firms, and ultimately, help those firm professionals improve their professionalism, ethics and expertise, primarily through access to advanced education and certification programs.

Advisors in Transition

Provides financial assistance via scholarships to advisors whose employment status changed from employed to unemployed in 2020, and/or whose health has been affected by the Covid-19 Virus. Available for a limited time, May 1 – August 31, 2020.

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Apply for a Scholarship

Eligibility 

Qualified individuals who can demonstrate financial need and are from underrepresented populations related to gender, race, ethnicity, age, and/or financial need may receive scholarship assistance underwriting the costs of CIMA®, CPWA®, and RMA® certification.

Who is eligible: A scholarship candidate must meet one of the following eligibility criteria:

Advisors eligible for scholarship assistance include:

  • Women
  • Minorities
  • Advisors younger than age 40, or who work from independent advisory firms, or whose educational or training efforts are not being supported by a firm, are eligible for scholarship assistance.
  • Following the events related to the coronavirus pandemic, a newly established Advisors in Transition Fund provides financial assistance via scholarships to advisors whose employment status changed from employed to unemployed in 2020, and/or whose health has been affected by COVID-19. Available for a limited time, May 1–August 31, 2020.

Other applicants may receive scholarship support on a case by case basis, such as LGBTQ advisors, veterans, and advisors with an ADA disability. Note: All scholarships are limited in availability. Award amounts may vary.  

All applicants must have at least three years’ experience in financial services and meet the qualification requirements of the certification program for which they are applying. Applicants must have demonstrated professional, volunteer, or civic/community leadership experience and be committed to fully engage in all scholarship benefits. Applicants must apply for a scholarship before they enroll in the program to be considered eligible for scholarship funds.

APPLY

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  • Scholarships may aid in offsetting the cost of the certification program but will not offset the full cost of the program.
  • Application for a scholarship does not guarantee that a scholarship award will be granted or that the applicant will be accepted into a certification program.
  • All scholarships are limited in availability.
  • Scholarship award amounts may vary.
  • For CIMA candidates registering for Chicago Booth, Wharton, or Yale SOM CIMA programs—scholarship recipients must apply online to their school of choice first then will be reimbursed by Investments & Wealth Institute.
  • Scholarship funds are not eligible to be used for private class offerings.
  • Scholarships will be awarded as funding allows, and all scholarship decisions made by Investments & Wealth Institute are final.
  • Current candidates in the program are not eligible for scholarship funds, applicants must apply for scholarship funding before they apply to the program.

Recipient Benefits

Benefits That Last 

Designation holders acquiring an elite professional certification will receive specialized expertise and skills, which will in turn lead to attracting and retaining high-net-worth clients.  This will create the opportunity to excel as a financial services professional through heightened confidence, competence, and compensation.

By investing in educational development, higher standards, and enhanced capabilities, women, diverse professionals, and next-generation leaders will elevate their personal and professional careers within the financial services sector. 

Investments & Wealth Institute believes all advisors should have the same opportunity when it comes to their access to specialized education. This Scholarship Fund is designed to reduce the financial barrier to entry for eligible professionals who meet the requirements to pursue advanced designations. 

Check out what our recipients have to say! Click here.

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Donate to a Scholarship Fund

Donate to the General Scholarship Fund to support Investments & Wealth Institute certification scholarship fund.


DONATE

Disclaimer:

Donations to the Investments & Wealth Certification Scholarship Fund are not tax-deductible.

Corporate or individual donations over $5,000 may be “earmarked” for certain purposes (i.e. UBS women applications); these become restricted funds for the purpose defined by the donor.

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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

“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.”

Leslie Chang, CFP®, Candidate for CPWA® Certification

“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.”

Shaun Taylor, Candidate for CIMA® Certification

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

Lynn Ann Gillen, CIMA® Candidate for RMA® Certification