The mission of the Investments & Wealth Institute is to deliver the premier investment consulting and wealth management credentials, and world class education, which ultimately improves the professionalism of advisors, and encourages the practice of high standards of professional conduct
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.
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.
The Center for RIA Excellence Fund
Designed to reduce the financial barrier to entry for the next generation of advisory professionals from independent RIA firms who meet the requirements to pursue advanced designations.
To be eligible for an Investments & Wealth Certification scholarship, applicants must be a member of a racial or ethnic minority group, lesbian/gay/bisexual/transgender, or a person with a disability who is currently employed as a mid- to senior-level association professional. Female applicants are eligible for scholarships funded by the Women in Wealth scholarship fund, and applicants from Independent RIA firms are supported by scholarships from the Center for RIA Excellence.
All applicants must have at least three years’ experience in financial services. Candidates must have demonstrated professional, volunteer, or civic/community leadership experience and be committed to fully engage in all scholarship benefits.
Donate to the General Scholarship Fund to support Investments & Wealth Institute certification scholarship fund.
“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.