

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. The Foundation has determined that financial need shall be based upon how much the employer contributes to the applicants’ certification endeavors. The Foundation cannot assess actual wealth and income of candidates. The other designated category for scholarships is financial need. To be eligible for an Investments & Wealth Foundation 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 category designated by the Institute. Those who meet guidelines shall be awarded scholarships as long as funding for scholarships is available or as long as the Foundation runs the scholarship program.
Iword scholarship full#
Scholarships will not cover the full cost of the certification program.

Scholarships provide partial funding to be applied toward the completion of an Institute certification with scholarship amounts ranging from $1,000 to $5,000.Wealth Management eJournal Editor's Choice.THRIVE Center for Diversity, Equity, & Inclusion.

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