Founding Sponsors

Northwestern Mutual

We thank Northwestern Mutual for their support of the following programs:

• Research on the Psychology of Financial Planning to improve client outcomes

Charles Schwab Foundation

We thank The Charles Schwab Foundation for their support of the following programs:

• Charles Schwab Foundation CFP® Certification Scholarship, providing financial assistance to individuals aspiring to become a CFP® professional who are from populations underrepresented in the profession
• Diversity Research Paper
• The Academic Research Colloquium

Merrill

We thank Merrill for their support of the following programs:

• Premier, four-year sponsorship of the Diversity Summit 
• The Merrill Scholarship, awarding scholarships for diverse individuals pursuing CFP® certification

Envestnet

We thank Envestnet for their support of the following programs:

• The Envestnet Scholarship, offering financial assistance to qualified individuals from underrepresented populations within the financial planning profession

 

Fidelity

We thank Fidelity for their support of the following programs:

• The Fidelity Exam Scholarship, offering financial assistance for qualified individuals who are taking the CFP® exam.

 

Vanguard

We thank Vanguard for their support of the following programs:

• The LeCount R. Davis, CFP® Endowed Scholarship program, assisting Black or African American students and professionals who are committed to attaining CFP® certification
• The Women’s Initiative (WIN) Endowed Scholarship
• Diversity Summit and Diversity Research Paper
• CFP Board Career Center