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.