Join us March 8-14, as the Institute celebrates Women in Wealth Week in conjunction with International Women’s Day, celebrated worldwide on March 8

Bringing Women Together 

The Institute’s Women in Wealth program, including Women in Wealth Week, provides a gateway and network for knowledge sharing between exceptional Women in Wealth. By bringing together women to celebrate female achievements, exchange ideas, and ignite change, we can elevate women throughout the industry.

Women in Wealth Week celebrates the achievements of women across the profession and brings awareness to the tools, programs, and resources the Institute offers to help women navigate and excel in the industry. 

Check out this Week’s Program Lineup Below

 

Expanding Opportunities 

The Institute is working to change the financial industry landscape through our certification programs. Each year, the Institute awards hundreds of scholarships to female financial professionals to ensure women are represented at every level of the industry, including the boardroom.

Our CPWA®, CIMA®,and RMA® programs were designed to equip individuals with the strategies and techniques they need to stand out, address today’s complex investor challenges, attract new clientele and drive better outcomes.

With a scholarship from the Institute, recipients not only elevate their strategies and techniques, but they’ll gain the advanced knowledge set and skill set needed to succeed in today’s business climate.  

Learn about our certification programs

Come to an information session

Apply for a Women in Wealth scholarship

Elevating Women

The Institute's Women in Wealth programs promote and celebrate gender diversity in the financial advice profession, raise funds to support the Certification Scholarship Fund, build community, and ultimately improve the professionalism, ethics, and expertise of women advisors to accelerate career advancement and success.

Throughout the year, leading industry professionals and #disrupthers gather together to share their success stories, strategies and techniques at our events. Our Women in Wealth programs feature interviews, live-stream webinars, panel discussions, interactive networking activities, and deep-dive sessions on topics relevant to women in Finance. Won’t you join us?

Check out our Knowledge Center

Register for a Women in Wealth Event

 

Igniting Industry Change

Women in financial services represent less than 17% of the industry population. The Institute is committed to elevating the knowledge base of women and expand the representation of women in the industry by celebrating and bringing together Women in Wealth.

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

Be a #DisruptHer

Join us March 8-14, 2021 as we celebrate WIW_logo

READ

Monday, March 8, 2021

Celebrate International Women’s Day! Read InvestmentSense Blog and Gain insight with a WIW Perspective from Dorothy Bossung.

Read Now

LISTEN

Tuesday, March 9, 2021

Listen to the Exceptional Advisor Podcast, Season 4, Episode 61, featuring Margaret Towle and Sidney Wigfall

Listen Now

REGISTER

Wednesday, March 10, 2021

Mark your calendar for April 26, 2021, & gain insight at the next Women in Wealth Webinar!

Learn More

LEARN

Thursday, March 11, 2021

Learn why wealthy women are more likely to drop advisors for bad service. 

Read the Article 

ADVANCE

Friday, March 12, 2021

Keep your career on the fast track by earning a  prestigious and highly practical certification from the Institute. See which Certification is right for you with our free webinars. 

Enroll Now

 

 

EXPLORE

Saturday, March 13, 2021

Explore more resources by checking out the THRIVE Knowledge Center. 

Explore Now

DISCOVER

Sunday, March 14, 2021

Discover the risks and opportunities of Globalization in a Post-Pandemic World with this On-Demand Course.

Enroll Today

Learn More About Women in Wealth

 

Be inspired by some of our Institute Members who are #WomenInWealth and #DisruptHers!

Karīna Sērmūksle, Women in Wealth Scholarship Recipient

“The CPWA® will be important for me and my firm as it covers all the bases, providing a full breadth of skill in addition to greater credibility. Credibility is critical to clients. As a young professional woman in finance, the CPWA® will be an immediate differentiation and help to demonstrate my knowledge, skills, and ability. I am so excited to have the opportunity to pursue the CPWA® Certification. The Scholarship expands my ability to pursue this education and grow my knowledge and practice.”


KARINA'S STORY

 

Leslie Chang, CFP®, Women in Wealth Scholarship Recipient 

"By investing in yourself, you show up better for others. Like investors, finance professionals want to see a return on investment. I am sure if you ask someone who has obtained the CIMA certification or CPWA certification if they believe it was worth the investment (both in time and financial cost), they will likely say yes. Perhaps it does not immediately result in new AUM or additional revenue, but it certainly increases one’s knowledge base and confidence level. Just as we would expect health professionals to stay up-to-date and be well-trained as advances and discoveries in medicine are made, clients expect the same level of expertise of their financial advisors to help them navigate every aspect of their financial lives.” 


LESLIE'S STORY

 

Lynn Ann Gillen, CIMA®, RMA®, Women in Wealth Scholarship Recipient 

"I’m excited to be studying for the RMA certification to better assist clients making the transition into retirement and accessing portfolios we have spent many years building.  The CIMA program offered a deep dive into many aspects of investments, I’m looking forward to doing the same with retirement issues. As an advisor it’s imperative we are continually learning and seeking ways to improve the experience and outcomes for our clients."


LYNN ANNE'S STORY

Teri Hollander Albin, CFP®, CIMA®, CPWA®

"The certification and courses work has allowed me to take relationships with clients to a much deeper level, especially in how I can build out services. It’s a higher level of service I am able to provide to clients."

"The CIMA® and CPWA® certifications are a shortcut way for clients to understand what level of service you are able to provide and the type of knowledge and skills you have. While clients might not be familiar with the certification, it starts the conversation. The certification allows me to provide additional details and examples of what I can do and how my team helps people.” 


Check Out Teri's Case Study

 

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