100 days. 100 women. 100 scholarships.

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Put Your Career Aspirations into Focus

Get up to $1,000-$2,000 off your certification tuition

It is no secret that the financial services industry is very male-dominated. However, the Investments & Wealth Institute wants to help change that. The 100-Day Women in Wealth Scholarship Giveaway is the Institute's response to the #ChooseToChallenge initiative taking the internet by storm.

While the Institute has emphasized recruiting female leaders to join the board of directors and steering committees, and it has attracted more women to Institute speaking engagements, including headlining conferences, webinars, blogs, and podcast series, we want to do more. The 100-Day Women in Wealth Scholarship Giveaway is designed to elevate the knowledge base of women in the field and expand representation in the industry.

This initiative will help diversify the composition of the board room, create a culture of inclusivity and create more pathways to senior-level leadership roles.

Our goal is to bring the resources and tools available in the marketplace so that other women could catapult their career trajectories and help level the playing field! Are you ready?

*All scholarship awards are subject to eligibility requirements

Read the press release
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Which Certification is Right for You?

Gain the strategies, insights, and methodologies to accelerate your career

The Institute offers 3 certifications to choose from that will help you kick your career into high gear and provide you with the strategies, skills and techniques to lead at a higher level.

Retirement Management Advisor® (RMA®) Certification
Earn your certification in as little as 1-3 months

  • It’s a comprehensive program designed to show advisors how to plan for and navigate through all stages of retirement
  • The curriculum focuses on teaching strategies to manage through all market conditions
  • Showcases procedural application guides to help you map, route and maneuver through individualized roadmaps
  • Learn the important differences between planning for accumulation and planning for retirement income
  • Provides you with a procedural prudence map so you can start applying and implementing comprehensive strategies immediately

Certified Investment Management Analyst® (CIMA®) Certification
Earn your certification in as little as 6-9 months

  • The certification will help you upgrade your cross-functional understanding of investment management and portfolio construction, provide access to a wider channel of niche experts and expand your clientele
  • The curriculum focuses on a combination of theoretical knowledge and practical skills
  • The comprehensive program will help you develop investment policy statements for individual and institutional clients, identify and measure performance and risk more accurately and analyze and recommend appropriate traditional and alternative investments and more

Certified Private Wealth Advisor® (CPWA®) Certification
Earn your certification in as little as 6-9 months

  • It’s a comprehensive program designed to deepen your understanding of the wealth lifecycle, from accumulation and preservation through distribution
  • The curriculum was designed to help you understand the changing regulatory environment, teaches you to serve the family client dynamic, including the next generation and shows you how to analyze and recommend tax planning solutions
  • It helps you build and manage more effective investment portfolios, assess client risks and propose appropriate insurance solutions and asset-protection strategies and so much more

 

Learn More
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Scholarship Allocations

Scholarships are for new applicants only

Awarded Allocations:

Certified Investment Management Analyst® (CIMA)® - Up to $2,000 off

Certified Private Wealth Advisor® (CPWA)® - Up to $2,000 off

Retirement Management Advisor® (RMA)® - Up to $1,000 off

Allocations amounts determined by committee review based on eligibility. Individuals must also meet the requirements of each designated program. One award per person, with a maximum allotment of $2,000 per person. Individuals must commit to starting their program within 6-months of being awarded.

* Can not be combined with other offers or discounts

See the Impact
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Deadlines

Individuals need to apply by COB for programs listed below.

Individuals need to complete their scholarship application by close of business day listed below.

Important Dates CIMA® CPWA®

RMA®

Scholarship Deadline

Yale: 11/5/21

Wharton: 9/13/21 

Booth: 9/16/21

Yale: 11/5/21

Booth: 8/30/21

Intensive: 8/20/2021

Institute: 9/8/21

Enrollment Deadline

Yale: 11/10/21

Wharton: 9/18/21

Booth: 9/21/21

Yale: 11/10/21

Booth: 9/3/21

Intensive: 8/25/2021

Institute: 9/13/21

Class Start Date

Yale: 11/10/21

Wharton:
9/18/21

Booth: 9/21/21

Yale: 11/10/21

Booth: 9/3/21

Intensive: 9/1/2021

Institute: 9/20/21

Virtual or In-Person

Yale: Virtual

Wharton: Virtual

Booth: Virtual

Yale: Virtual

Booth: Virtual & In-Person

Intensive: Virtual & In-Person

Institute: Virtual


The scholarship application review process takes approximately 10-business days. 

For more details visit our scholarship page.

Those needing further assistance completing the scholarship application can contact our scholarship department at scholarships@i-w.org.

All scholarship awards are subject to eligibility requirements of each designated program and availability.

 

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Eligibility & Submission Process

Understanding the enrollment process

The Institute is committed to diversity, equity and inclusion in its membership and executive education programs. Our scholarships were designed to reduce the barriers for entry, and expand the shared perspectives and voices heard throughout our evolving industry. We wish to improve the access to premier professional development and increase the involvement of those underrepresented in the industry.

Who is eligible?

Individuals who:

  • Are from groups currently underrepresented within the industry, including, but not limited to:
    • African Americans/Blacks, Latinx, Asians, Pacific Islanders, and Native Americans
    • Individuals with an ADA disability
    • Are a Veteran
    • Identify under the LGBTQ+ umbrella
    • Registered Investment Advisors who don’t have access to tuition reimbursement programs 
    • Female professionals in the wealth industry
  • Currently work in the field and meet the requirements related to the certification they are seeking
  • Are able to demonstrate financial need
  • Desire to create a more inclusive community and improve the professionalism, ethics and expertise throughout the industry
  • Individuals MUST meet the certification program’s requirements. (Please review the RMA® requirements, CIMA® requirements, or CPWA® requirements).

Submission Process:

  • Applicant must submit a scholarship application for their selected program (either the CIMA®, CPWA®, or RMA® certification) and education provider. If an applicant would like to participate in more than one program they must submit one application per CIMA®, CPWA®, or RMA® certification
  • Individuals will be notified via email approximately 10-days of receipt of the application.

Program Requirements

Compare and view each program's requirements here.

Apply Now
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Questions

We are here to help

Call our enrollment counselors, Kari Estes, or Gray Bullard, or email us at enrollment@i-w.org for a consultation and ask about the “100-Day Women in Wealth Scholarship Giveaway”.

Kari Estes, kestes@i-w.org , 303-529-3823
​Gray Bullard, gbullard@i-w.org, 303-529-3704

 

 

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Disclosures

The IWI Scholarship Committee reviews all scholarship applications. Those who meet guidelines shall be awarded scholarships as long as funding for scholarships is available or as long as the Institute runs the scholarship program.

To be eligible for an Investments & Wealth Certification Scholarship, applicants must be a United States citizen or permanent resident with a green card to work in the United States and be a self-identified member of a protected category under the Federal Civil Rights laws (race, sex, age, religion, ethnicity, etc.) or be a self-identified member of a category that has not yet been universally recognized as protected but has been discriminated against, such as lesbian/gay/bisexual/transgender or as otherwise self-identified as within a designated by the Institute.

The other designated category for scholarships is financial need. The Institute cannot assess actual wealth and income of candidates. The Institute has determined that financial need shall be based upon how much the employer contributes to the applicants’ certification endeavors. To wit, the program is also designed to help those working within the independent RIA channel who do not get significant employer financial assistance for continuing education and/or participation in voluntary certifications.

If seeking a scholarship under the “other category,” two references from nonrelated persons are required. IWI can keep applications active for the program year to possibly grant acceptance in 3rd or 4th quarters if funds are not available.

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 should have nearly three years’ experience in financial services and meet the qualifications of the certification program for which they are applying. Candidates should also have demonstrated professional, volunteer, or civic/community leadership experience and/or be committed to fully engage and complete the certifications for which they are applying in a reasonable period of time.

Scholarship awards are dependent upon an agreement to enroll into a certification program within 4-6 months upon the scholarship award being granted.