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About the Scholarship

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DEENA JO HEIDE-DIESSLIN

In 2011, David H. Diesslin, CFP® established The Deena Jo Heide-Diesslin Foundation in memory of his wife, Deena, who passed away after a long, valiant battle with cancer. Deena was a courageous fighter, teaching and giving to the end. The goal of Deena's foundation is to promote, encourage, and foster nonprofits, with a particular emphasis on empowering women and other underrepresented populations through education.

When CFP Board launched the CFP Board Center for Financial Planning in late 2015, there was a natural synergy between the missions and visions of the two organizations that emerged during conversations with Dave Diesslin, former Chair of the Board of Directors for CFP Board. Building on Deena’s passion for empowering individuals through education, Dave seized the opportunity to make an impact in the financial planning profession while honoring the memory of his late wife. And with that, The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship was created.

This scholarship provides financial support to individuals from underrepresented populations seeking to complete requirements for CFP® certification through a CFP Board-Registered Certificate or Baccalaureate Program. This is a scholarship of up to $5,000 for those attending certificate programs and up to $10,000 for those attending undergraduate programs, depending on their tuition/certificate program costs. Applications will be reviewed by an independent Scholarship Review Panel comprised of CFP® professionals. Scholarship recipients will have up to 6 months to enroll in a Registered Program and up to 2 years to complete their program in order to receive their full award if they are in a Certificate Program.

“I am very grateful to the donors of The Deena Jo Heide-Diesslin Scholarship and to the Center for Financial Planning for awarding me this scholarship which is helping me to obtain the knowledge I need to become a CFP® professional."

– Sandra Cervantes, CFP®, 2017 Diesslin Scholar

Application Requirements

  • Must be a U.S. resident;
  • Must possess an undergraduate degree;
  • Must be enrolled in a CFP Board-Registered Certificate or Baccalaureate Program, or a prospective candidate who will matriculate in a CFP Board-Registered Certificate Program within 6 months;
  • Must be from an underrepresented population within the financial planning profession in terms of gender, race, ethnicity, disability or sexual orientation;
  • Must have a demonstrated financial need, as explained in an essay to be submitted during the application process;
  • Demonstrated commitment to the financial planning profession, as explained in an essay to be submitted during the application process;
  • Must exhibit professionalism and dignity and demonstrate the ability to enhance and maintain the profession’s public image. Applicants that are selected to proceed to the final round of the application review process will be required to pass a background check;
  • Scholarship recipients must be eligible to become a CFP® professional and will be required to provide documentation of certificate program costs prior to receiving their award.

Submission Requirements

Please note that applications will only be accepted through the online form. Please do not attempt to submit application materials (other than official transcripts) via mail, fax or email.

When submitting application essays and materials, please pay close attention to spelling, grammar and presentation.

Deadline for Submissions

The next application window for this scholarship will open in August 2020.

The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship is part of the CFP Board Center for Financial Planning’s scholarship program, designed to attract and develop the next generation of financial planners.