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


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.

WiW Webinar

Long-term Implications of COVID-19: Women in Wealth Perspective

Complimentary Event for 3 CE Credits

Women in Wealth
September 22, 2020 | 11:30 a.m. - 2:30 p.m. EST

Session 1: 2020 The year of change: Its impact on retirement outcomes

Session 2: The implications of Covid-19 on women and their wealth

Session 3: Women’s resiliency in Covid-19

To learn more about the program, along with our guest speakers, click here.

Register Now


September 22 is National American Business Women's Day.
It marks the 1949 founding date of the American Business Women's Association, the mission of which is "to bring together businesswomen of diverse occupations and to provide opportunities for them to help themselves and others grow personally and professionally through leadership; education, networking support and national recognition".

WiW Virtual Discussion at Wealth Advisor Forum Livestream

Diversity and Inclusion: What's In It for Me?

Complimentary Event

October 19, 2020 4:30pm - 6:30pm EST

Learn more about the Wealth Advisor Forum.


WiW Virtual Discussion at Retirement Management Forum Livestream

December 7, 2020 2:30pm - 6:30pm EST

Learn more about the Retirement Management Forum.

Registration Coming Soon









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TD Ameritrade Institutional




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 industry.
The Center for RIA Excellence  is 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 20202, and/or whose health has been affected by the COVID-19 Virus. Available for a limited time, May 1 - August 31, 2020.


E-mail address


Contact us

+1 303-770-3377