The Wealthspire CFP® Certification Diversity Scholarship

About the Scholarship

   

Wealthspire is an independent wealth management, institutional advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. Wealthspire has partnered with the CFP Board Center for Financial Planning to offer this scholarship to help create a more diverse and sustainable financial planning profession, so that every American has access to competent and ethical financial planning advice.

Wealthspire is an independent wealth management, institutional advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. Wealthspire has partnered with the CFP Board Center for Financial Planning to offer this scholarship to help create a more diverse and sustainable financial planning profession, so that every American has access to competent and ethical financial planning advice.

The scholarship awards up to $5,000 per student seeking to complete an undergraduate-level or a certificate-level CFP Board Registered Program, either of which would qualify the student to sit for the CFP® exam.

Applications will be reviewed by a Scholarship Review Panel comprised of CFP® professionals and Wealthspire representatives.

Eligibility Requirements

• Must not be a prior recipient of a CFP Board Center for Financial Planning scholarship;
• Must be a U.S. citizen or permanent resident;
• Must be from an underrepresented population within the financial planning profession in terms of gender, race, ethnicity, disability, sexual orientation or veteran status AND must have a demonstrated financial need, as explained in an essay to be submitted during the application process;
• To receive the award, must be enrolled in an undergraduate or certificate-level CFP Board Registered Program. View a list of eligible programs.
  • If not enrolled at the time of applying, scholarship awardees will have up to 3 months to enroll or forfeit the award;
  • If applying for an undergraduate-level scholarship, must not be in the final semester at the time of the application;
  • If applying for a certificate-level scholarship, must possess an undergraduate degree and must not have completed 6 or more courses in the certificate-level program at the time of the application.
• Must provide documentation of enrollment in an eligible program and costs prior to receiving the award;
• Must demonstrate commitment to the financial planning profession, as explained in an essay to be submitted during the application process; and
• Applicants will be required to pass a background check conducted by CFP Board, and must enhance and maintain the profession’s public image.

Submission Requirements

Please note that applications will only be accepted through this webpage. Please do not attempt to submit application materials via email, mail or fax.

When submitting application essays and materials, please pay close attention to spelling, grammar and presentation, as that will be factored into the grading process.

Award Process

Scholarship awards will be disbursed in two equal installments. To receive the first installment, recipients must demonstrate proof of enrollment in an eligible undergraduate or certificate-level CFP Board Registered Program. If not currently enrolled in a program, recipients will have up to 3 months to enroll after being notified of the award. The second installment will be awarded either upon completing the program (if the awardee has already started coursework) or when the awardee is halfway through the program (if the awardee has not yet started coursework).

Application Deadline

The application window will be open until. September 30, 2026.

Award Decision

Scholarship applicants will be notified of the award decision via email by December 11, 2026. If you have a question about the status of your application, please contact us