Investments & Wealth Institute's Mission

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 Institute's Purpose

  • Grow the number of certified professionals by enhancing the competency and professionalism of advice delivered to the public.
  • Support the development of a diverse workforce within the financial advisor profession.
  • Financially assist candidates and offset the cost of certification, thereby allowing the Institute to certify more candidates, including underrepresented segments.

 

Available Scholarship Funds

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.

 

Apply for a Scholarship

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.

Download the application

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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.
  • 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.

 

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Donate to a Scholarship Fund

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


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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.