Many individuals turn to the financial industry to have a lucrative and fulfilling career.
Of that, women in the financial services represent less than 17% of the industry population and
only between 17–25% hold professional credentials, making it more difficult for women to
achieve senior level leadership positions in the industry.
We want to help change that.


With the rapid speed of technology development, along with the social climate of today and shifting investor expectations, the financial landscape continues to change, creating endless opportunities for women fiercely seeking a career that will challenge and excite them every step of the way.

And, let’s face it, a career in finance opens up many doors, and not just in the United States - -  but around the world, and we want to be part of it! With an increased focus on market expansion, this can lead to global opportunities to shape the economic growth of the economy; a chance for women to have a voice at the table. A place to share ideas. A platform to shape the future of finance, and that feels good to us.



We are committed to being part of the change.
Are you?
Come join us in our crusade to empower women around the world and help ignite an industry game-change.


  • To help create more and more DisruptHers, by offsetting the costs of earning advanced certifications for approved applicants
  • We want to arm women with an extensive knowledge base to help them catapult their careers and surround themselves around top talent
  • Provide the tools and resources to help women achieve senior level leadership positions
  • Elevate the knowledge base of women so they can have the confidence and skill-set to solve the most complex investor challenges
  • Introduce women to industry heavy weights
  • Provide a gateway and network for knowledge sharing between exceptional women


  • We want to create forums that bring women DisruptHers to the table
  • To establish a line-up of female conference speakers and webinar hosts
  • To create outlets where women can gain valuable skill-sets and techniques
  • To provide flexible options for women to achieve their advanced credentials
  • Offer scholarships so women can obtain their certification

Get Involved

There are many ways to make a difference
  • Become a speaker or webinar host
  • Join our women in wealth committee
  • Enroll in a certification program
  • Attend one of our conferences
  • Participate in one of our webinars
  • Refer other women to the Institute
  • Mentor an up-and-coming rising star or sponsor an Institute membership for someone special 


Each year, the Institute brings together hundreds of financial professionals to share the steps they are taking
to ensure all women are being represented at every level of the industry.
Our Women in Wealth events feature on-stage interviews; panel discussions; interactive networking activities and deep-dive sessions
on topics relevant to women in Finance.
We are sure you will leave inspired to make a difference in your own firm.

ACE 2020


Women in Wealth VIP Luncheon

We regret to inform you that the Investments & Wealth Institute has decided in the best interest of the health and safety of our attendees, to cancel our Annual Conference, due to the COVID-19 outbreak in both the United States and in Boston.

May 28, 2020

John B. Hynes Veterans Memorial Convention Center

Moderated by Kate Healy, Managing Director of Generation Next for TD Ameritrade Institutional


WiW VIP Dinner

October 25, 2020

Swissotel, Chicago, IL






The Investments & Wealth Institute Certification Scholarship Fund is intended to financially assist candidates and offset the cost of certification, thereby allowing the Institute to certify more candidates, including underrepresented segments.   
   Scholarship types include:
Investments & Wealth Diversity Fund is 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.  Aligned with the Women in Wealth program to raise awareness and help advance the professional capabilities of women in the financial
The Center for RIA Excellence  is 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 designati
services sector.

Scholarships can be used toward the Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Retirement Management Advisor (RMA) designations for qualified recipients. 


E-mail address


Contact us

+1 303-770-3377