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 grow the number of certified professionals that need some financial support and/or are currently underrepresented in the profession thereby enhancing the competency and professionalism of advice delivered to the public.

 

Institute Programs Supporting Certification Scholarships

DONATIONS ACCEPTED

Women in Wealth Fund

Geared toward empowering women in the financial sector. The objective of the Women in Wealth program is to raise awareness and help advance the professional capabilities of women in the financial services sector.

Investments & Wealth Diversity Fund.

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 Fund

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 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 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/or are from underrepresented populations related to gender, race, ethnicity, and age 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
  • Age 40 or below and who are associated with an independent Registered Investment Advisor (either as employee or independent contractor), and who’s educational or training efforts are not being supported by a firm (little or no firm reimbursement).
  • For a limited time, an “Advisors in Transition Hardship Scholarship” may be granted to advisors whose employment status changed from employed to unemployed in 2020, and/or whose health has been affected by the Covid-19 Virus.

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. Candidates must have demonstrated professional, volunteer, or civic/community leadership experience and be committed to fully engage in all scholarship benefits.

APPLY

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Disclaimers

  • 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 upon class registration.
  • 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.

 

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 service 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. 

 

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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

“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.