🤝 Support the Next Generation of Financial Leaders During Asian American and Pacific Islander Heritage Month May marks Asian American and Pacific Islander Heritage Month! Join us in recognizing the vibrant contributions of AAPI professionals in wealth management. Together, we can empower future leaders through the Investments & Wealth Foundation scholarship program. Your support helps underrepresented professionals build careers, develop expertise, and secure their financial futures by earning the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) certifications. Learn more and donate today: https://hubs.li/Q03ptFmq0 #aapihistorymonth, #aapiheritagemonth, #FinancialEducation #GiveBack (fb)

Your Path to Higher Earnings with the Certified Private Wealth Advisor (CPWA®) certification. Learn how the CPWA® designation can help you better serve high-net-worth and ultra-high-net worth clients and grow your books of business. Plan to attend our short, 30-minute intro webinar featuring Jim Dobbs, CFP®, CIMA®, CPWA®, Director, Yale School of Management - so you can learn more about it! 📣 CPWA® Intro Webinar 📅 June 11 – 11:00AM EST Register today! https://hubs.li/Q03pdPVB0 #CPWA #WealthManagement #Investments #ProfessionalDevelopment (fb)