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Apply for a Scholarship

The Fidelity Investments CFP® Exam Scholarship

About the Scholarship

Fidelity Logo

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $19.9 trillion, including managed assets of $7.8 trillion as of June 30, 2026, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 80 years, Fidelity employs more than 80,000 associates across North America, Europe, and Asia-Pacific.

Launched in partnership between Fidelity and CFP Board Center for Financial Planning, the Fidelity Investments CFP® Exam Scholarship awards $625 per awardee toward the early bird rate of $825 for the CFP® exam. This means a scholarship awardee will assume financial responsibility for $200 of the CFP® exam.

To qualify for the scholarship, applicants must not be registered to take the March 2027 CFP® exam must meet the eligibility criteria below and successfully complete this application form. CFP Board will award scholarships on a first-come, first-served basis to eligible applicants.

CFP Board will notify awardees that they received the scholarship and will work with them to register for the March 2027 exam with a $625 discount. Only register for the exam after being notified of the award, or you will forfeit the scholarship. This scholarship does not retroactively reimburse exam registrations already paid for before receiving the scholarship.

Eligibility Policy Requirements

  • Must not be a prior recipient of the Fidelity Investments CFP® Exam Scholarship.
  • Must not be registered for the March 2027 CFP® exam prior to being notified of the award.
  • Must have previously taken the CFP® exam but not yet passed.
  • After being notified of the scholarship award, the awardee must register for the March 2027 CFP® exam by January 12, 2027.
  • After receiving the scholarship, the awardee must take the complimentary Practice Exam by March 2, 2027 and provide proof of Practice Exam completion to the Scholarship team, or else forfeit the award. Please email your diagnostic score report, provided after the practice exam is done, as proof of completion.
  • Upon registering for the exam, the awardee will have until March 2, 2027 to secure an exam seat with Prometric. Failure to secure an exam with Prometric will result in de-registration and postponement of the exam, including a postponement fee of $500 that is not paid for or refundable under this scholarship.
  • Must be a U.S. resident.
  • Must not receive any other scholarships or financial aid toward the March 2027 CFP® exam (including but not limited to employer funding).
  • Must pass a background check conducted by CFP Board.

Submission Requirements

Applications will only be accepted through the application form below. Please do not attempt to submit application materials via mail, fax, or email. Pay close attention to the requirements when submitting the application. All fields are required to submit.

Award Process

Following the application review, awards will be provided on a first-come, first-served basis to applicants who meet the eligibility requirements and successfully complete the application. After receiving the award, recipients will be provided with instructions for registering for the exam at a discounted rate.

As a contingency of the award, candidates agree to take the complimentary Practice Exam provided at exam registration and provide proof of Practice Exam completion to the Scholarships team by March 2, 2027 or else forfeit the award. Please email your diagnostic score report, provided after the practice exam is done, as proof of completion.

Award Policies

Upon registering for the exam, an awardee will have until March 2, 2027 to secure an exam seat with Prometric. Failure to secure an exam with Prometric will result in de-registration and postponement of the exam, including a postponement fee of $500 that is not paid for or refundable under this scholarship.

Application Deadline

The application window will be open until November 16, 2026.

Award Decision

Scholarship applicants will be notified of the award decision via email by December 8, 2026. If you have a question about the status of your application, please contact us.

Application

CFP Board Account Number (if you don’t have a CFP Board account, click here to create one)

CFP® Exam
You must not be already registered for the March 2027 CFP® exam.

Are you currently registered for the March 2027 CFP® Exam?
Gender:
Ethnicity (select all that apply):

Other Financial Aid

You must not be receiving any other scholarships or financial aid toward the March 2027 CFP® exam (including but not limited to employer funding).

Have you received any other scholarships or financial aid to cover any portion of the cost of the March 2027 CFP® exam registration?

Exam Registration Acknowledgement
By submitting this form, I certify that I understand I must register for the CFP® exam by January 12, 2027 by connecting with CFP Board staff. If I decide not to register, I certify that I will notify CFP Board staff by January 12, 2027. If I decide not to register or fail to communicate with the CFP Board staff by the deadline, I understand that I forfeit the scholarship award.

Practice Exam Acknowledgement
By submitting this form, I certify that I will take a Practice Exam and provide proof of Practice Exam completion to the Scholarship team by March 2, 2027 or else forfeit the award.

Prometric Exam Seat Acknowledgement
By submitting this form, I certify that I will secure an exam seat with Prometric by March 2, 2027. I understand that failure to secure an exam with Prometric will result in de-registration and postponement of the exam, including a postponement fee of $500 that is not refundable under this scholarship.

Background Check Acknowledgment

By submitting this form, I acknowledge that CFP Board will run a background check during the scholarship selection process and, if I am awarded a scholarship, during the term of the scholarship. CFP Board will evaluate scholarship applicants (and those who are awarded scholarships) against the Fitness Standards that apply to those who are applying for CFP® certification. CFP Board will conduct this evaluation pursuant to the same process that CFP Board follows when reviewing applications for CFP® certification. If CFP Board obtains information that would subject the scholarship applicant (or scholarship awardee) to an investigation if the scholarship applicant or scholarship awardee were an applicant for CFP® certification, then CFP Board (a) in the case of an applicant, will deny the scholarship application, or (b) in the case of a scholarship awardee, have the right, at CFP Board’s sole discretion, (1) to terminate the scholarship and discontinue scholarship payments, or (2) to suspend the scholarship and scholarship payments pending further CFP Board action. As part of an application for CFP® certification, applications and scholarship awardees must demonstrate ethical fitness in accordance with CFP Board’s Fitness Standards. The fact that an individual receives a scholarship (or continues receiving scholarship payments) is not a representation, promise, or guarantee that the individual will satisfy CFP Board’s Fitness Standards when the individual applies for CFP® certification.

Sharing Information with Sponsor Acknowledgement

By submitting this form, you acknowledge that CFP Board shares your contact information with the sponsor for potential outreach.