Thank you for your participation.

This survey will take you 5-7 minutes to complete and is critical feedback for the Investments & Wealth Institute®.
On January 1, 2020, the Investments & Wealth Institute® launched the Certification Scholarship Fund. With this new initiative, the Institute is committed to addressing the diversity and inclusion gaps within the financial services industry by offsetting the costs of the Institute's certification programs for eligible candidates.

For every response we receive, the Investments & Wealth Institute will donate $10 to the Institute Certification Scholarship Fund. For more information about this fund and how you can contribute visit

Respondents may also enter for a chance to win a complimentary conference registration (up to a $995 value). To enter, please complete the survey and provide both your name and email address.