Increasing educational opportunities, mentorship, and networking for women in financial services.

Interested in advancing your career? WIFS can help!

 

Wealth Management Certified Professional® (WMCP®) Scholarship

 

In 2021, The American College of Financial Services, in collaboration with Ameritas and WIFS, launched the Wealth Management Certified Professional® (WMCP®) Scholarship for the Advancement of Women in Financial Services. This is an unparalleled educational experience focused on transforming one's approach to wealth management through applied knowledge from core specialized content areas including building efficient investment portfolios, evaluating financial instruments, understanding complex planning strategies, and more. The full scholarship program is valued at $2,900. 

The scholarship includes a mentoring program sponsored by WIFS, as well as a complimentary WIFS membership provided by the scholarship’s lead sponsor Ameritas. 

 The College received nearly 50 applications for the newly created scholarship program in its inaugural year, with 24 scholarships awarded. 

Congratulation to the 2021 WCMP® Scholarship winners:

  • Christy Aleckson, Single Point Financial Advisors, Inc.
  • Brenda Catugno, BPC, LLC
  • Alexandra Cepeda, Boundless Financial Consulting
  • Joanna Craney, 1847Financial
  • Karen Darby, Jacobi Capital Management, LLC
  • Joan Gilles, Financial Planning Partners LLC
  • Carolyn Humphrey, Hornor Townsend & Kent
  • Elyse Jurman, Diversified Financial Solutions, Inc.
  • Sophie Lancaster, Heritage Wealth Management
  • Patrisha Lee, Self Employed
  • Morgan Marlin, Cetera Advisors
  • Emily Miller, UCL Financial Group, LLC
  • Aywanna Monroe, Self Employed
  • April Murdaugh, National Life Group
  • Tracy Payne, Baltimore Life Companies
  • Ashlee Rehbein, Family First Life
  • Patricia Schutt-Aine, One South Florida Wealth Advisors, LLC
  • Karlene Sears, Georgia
  • Davina Sims, Linda Mitchell State Farm Insurance
  • Diana Smith, Cetera Advisors LLC
  • Crystal Sudbury, Baacke Insurance & Financial Services
  • Kimberly Turner, Retirement Planning Doctors
  • Jodi Vawdrey, Jodi Vawdrey DBA OakBridge Asset & Tax Management
  • Clarissa Williams, Capital Financial Group/MassMutual Financial Group

SCHOLARSHIP ELIGIBILITY CRITERIA

  • Must enroll in the Wealth Management Certified Professional® (WMCP®) designation program  
  • Students must identify as female/women 
  • Work in the financial services industry 
  • Applicants cannot be eligible for educational reimbursement from their employer 
  • Employees of Ameritas are not eligible 
  • Applicants cannot be a current student of The American College of Financial Services or have already been awarded a scholarship to The College 
  • Only one full program scholarship per applicant will be awarded 

 

STUDENT COHORTS

The scholarship program is structured into cohorts of up to eight students to support Early Career Advisors (less than 7 years of experience), Mid-Career Advisors (7 to 15 years of experience), and Executive-Level Advisors (15+ years of experience or executive-level). In 2021, three cohorts of up to eight students will be formed

PROGRAM MENTORS

Board members and committee members of Women in Insurance and Financial Services (WIFS) will serve as mentors to the student cohorts, as well as the leadership from The American College Center for Women in Financial Services.

  

Information on applying for the 2022 scholarship will be available soon. 

 

WIFS is grateful to The American College for supporting the advancement of women in insurance and financial services, and to our Partner for Excellence Ameritas for funding this scholarship.

 

For more information about the scholarship, please contact Hilary Fiorella, Executive Director of The American College Center for Women in Financial Services at This email address is being protected from spambots. You need JavaScript enabled to view it..

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