Apply for Scholarships and Financial Aid
As you begin the path to CFP® certification, you may have questions about how to finance your coursework. We can help with some financial resources and opportunities.
"Thank you to Deena Jo Heide-Diesslin Foundation for taking a chance on me and for empowering me to pursue a passion for helping people in a uniquely qualified way."
— Mary Chapman, CFP®, 2017 Diesslin Scholar
CFP Board and the Center for Financial Planning administer scholarships that can cover the costs of your required coursework as well as the exam fee itself for qualified individuals.
These scholarships are supported by the generous donations of individuals in the financial planning field who realize the benefit of growing the number and diversity of CFP® professionals. Each scholarship has different requirements, application processes and deadlines to follow in order to be eligible for consideration.
In addition, some CFP Board Registered Programs have scholarship programs. As you explore the available coursework programs, remember to ask the schools about this.
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The following scholarship programs are currently accepting applications through April 15, 2021:
- The Envestnet Scholarship
- California Lutheran University Financial Planning Scholarship
Visit the scholarship webpages below to see the scholarship details and to apply.
Scholarships are awarded to qualified individuals seeking to complete the requirements for CFP® certification who can demonstrate financial need and are from underrepresented populations within the financial planning profession in terms of gender, race, ethnicity, disability or sexual orientation.
Scholarships are offered for students who seek to complete a CFP Board Registered Certificate Program as a step on their path to CFP® certification.
Scholarships are available for individuals seeking CFP® certification, who can demonstrate financial need and are from underrepresented populations within the financial services profession in terms of race, ethnicity, gender, sexual orientation and/or disability.
Scholarships are offered to qualified individuals who can demonstrate financial need and are from underrepresented populations within the financial planning profession. The Envestnet Scholarship is currently accepting applications through April 15, 2021.
The California Lutheran University Financial Planning Scholarship provides financial assistance to qualified individuals seeking to complete California Lutheran University's online Master of Business Administration (MBA) or online Master of Science (MS) degree in Financial Planning. This scholarship is currently accepting applications through April 15, 2021.
The Dalton Education CFP® Exam Review Scholarship covers the full cost of the CFP® exam review course provided by Dalton Education.
The Facet Wealth Scholarship for Increased Diversity in Financial Planning provides financial assistance for the education required to obtain the CERTIFIED FINANCIAL PROFESSIONAL™ certification.
Many financial firms value and support CFP® certification. They often encourage their employees to become certified and will offer reimbursement for coursework related to achieving CFP® certification. We encourage you to explore what support your firm offers.
If you are a military veteran, you can explore options such as the Post 9/11 GI Bill to pay for a CFP® certification program. CFP Board Registered Programs can provide additional information on the support they can provide.
Doing some research into scholarship or reimbursement options can help you in planning how to approach the financing of your coursework for CFP® certification.
To date, the Center has awarded a total of 100 scholarships totaling nearly $500,000 to aspiring CFP® professionals. Eight scholars have since become CFP® professionals and seven others are in the final stages of certification.
These scholarships make a meaningful impact on each recipient's educational and professional journey. Several scholars recently shared their personal stories with the Center, explaining what their scholarship meant to them and why they decided to become a CFP® professional.Read Our Scholar Stories
Start your journey to CFP® Certification
- Track your progress with the CFP® Certification Tracker
- Post your resume at the Career Center
- Connect with a mentor who can guide you
- Register and prepare for the exam
- Find career and financial support
- Connect with other candidates at our online forum