Skip to main content
Black calendar icon

CFP Board’s websites CFP.net and LetsMakeAPlan.org will undergo scheduled system maintenance from Friday, November 14 at 6:30 p.m. ET through Monday, November 17 at 6:00 a.m. ET. Learn More

A businessman laughs while meeting with colleagues about financial planning
Education & Exam Requirements

Diversifying the Future Workforce

The Envestnet Scholarship supports qualified individuals seeking to complete the education and exam related requirements for CFP® certification through a CFP Board Registered Certificate Program. The scholarship is offered as part of the Envestnet Institute on Campus program, which is designed to provide the asset and wealth management industry with a talented, diverse pool of workforce-ready interns and entry-level employees. Since the inception of this initiative, we have distributed 53 scholarships and disbursed more than $270,000.
Learn More About the Scholarship

Impact to Date

document with pen writing
2019

Year established

grad hat icon
53

Scholarships distributed

dollar sign in yellow
$270K+

Funds awarded

John Head

Receiving the Envestnet Scholarship has helped propel my career trajectory.  I am both humbled and grateful for the opportunity to add value to the clients I serve while further advancing my career within the financial service industry with the help of Envestnet.