Scholarships
You can help fulfill someone's dream of becoming a CFP® professional. Your gift to one of the Center for Financial Planning’s scholarship programs enables qualified individuals to start or complete the education requirement for attaining CFP® certification. These scholarship programs are building the talent pipeline and fostering diversity.
Our Scholarship Programs
WIN Scholarship
The WIN Endowed Scholarship program will award up to $5,000 per qualified student seeking to complete an undergraduate-level or a certificate-level CFP Board Registered Program.
LeCount R. Davis, CFP® Scholarship
The LeCount R. Davis, CFP® Endowed Scholarship program will assist qualified Black or African American students and professionals who are committed to attaining CFP® certification and to the practice of financial planning.
The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship
This fund offers scholarships to qualified individuals who can demonstrate financial need and are from underrepresented populations.
Richard B. Wagner Memorial Scholarship Fund
This fund honoring the memory of Dick Wagner was created to advance and diversify the CFP® professional workforce.
The Envestnet Scholarship
This program provides financial assistance to individuals from underrepresented populations pursuing a baccalaureate or certificate program in financial planning.
California lutheran university financial planning Scholarship
This scholarship provides financial assistance to qualified students enrolled in the university's online MBA or MS in Financial Planning program.
Facet Scholarship for Increased Diversity in Financial Planning
This scholarship offers financial assistance to African American/Black candidates seeking to complete the education coursework for CFP® certification.
Aspiriant Impact Scholarship
This program awards funds to students from underrepresented communities and/or who have a demonstrated financial need.
Ballentine Partners Scholarship to Create a Diverse Financial Planning Profession
This scholarship provides financial assistance to Black or African American and/or Hispanic or Latino candidates seeking to complete the education coursework for CFP® certification.
Parsec Financial CFP® Certification Diversity Scholarship
This scholarship provides assistance to students in the Southeast United States seeking to complete a baccalaureate or certificate program in financial planning.
Dalton Education CFP® Exam Review Scholarship
This program covers the full cost of the CFP® exam review course provided by Dalton Education.
College for Financial Planning®— A Kaplan Company Scholarship for CFP® Exam Prep
This program offers scholarships covering the full cost of the College’s Premium CFP® Exam Prep Review that supports candidates taking the CFP® exam.
Make A contribution
Support one of our scholarship programs and help us create a more diverse and sustainable financial planning profession.