The Institute is proud to announce a goal to award
100 scholarships over the next 100 days to 100 women in the industry.
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 requirementsRead the press release
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
Certified Investment Management Analyst® (CIMA®) Certification
Earn your certification in as little as 6-9 months
Certified Private Wealth Advisor® (CPWA®) Certification
Earn your certification in as little as 6-9 months
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 discountsSee the Impact
Individuals need to complete their scholarship application by close of business day listed below.
|Class Start Date||
|Virtual or In-Person||
The scholarship application review process takes approximately 10-business days.
For more details visit our scholarship page.
Those needing further assistance can contact our scholarship department at email@example.com.
All scholarship awards are subject to eligibility requirements of each designated program and availability.
See how others are thriving
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?
Compare and view each program's requirements here.Apply Now
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.