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The CFP Board Center for Financial Planning is pleased to provide this clearinghouse of third-party scholarships offered across the financial planning profession to make it easy for aspiring CFP® professionals to find and take advantage of programs for which they are eligible.

Scholarship programs listed below help cover the cost of one of the following:

  • Education coursework for CFP® certification
  • CFP® exam
  • CFP® exam review course

education coursework for CFP® CERTIFICATION 

the american college of financial services — aFRICAN AMERICAN ADVISOR SCHOLARSHIP PROGRAM 

The American College of Financial Services is offering the African American Advisor Scholarship Program, which provides full tuition scholarships for certificate-level coursework required for CFP® certification. Upon completing the coursework, recipients of this scholarship may qualify for an additional scholarship that covers the cost of the CFP® exam, administered jointly by The College and the CFP Board Center for Financial Planning.

  • SCHOLARSHIP TYPE: Education coursework for CFP® certification
  • AWARD AMOUNT: Full tuition
  • ELIGIBILITY: Candidates must be African American financial advisors who are not current students, have a financial need and are not reimbursed by their employer.

LEARN MORE ABOUT ELIGIBILITY AND APPLY


the american college center for veterans affairs

 

The mission of The American College Center for Veterans Affairs is to provide educational support and career opportunities to eligible men, women and their spouses who have served in the armed services of the United States.

  • SCHOLARSHIP TYPE: Education coursework for CFP® certification
  • AWARD AMOUNT: Full tuition
  • ELIGIBILITY: Active duty military, veterans who have received an honorable discharge, or a spouse of a qualified candidate or surviving spouse
LEARN MORE ABOUT ELIGIBILITY AND APPLY

Boston University — Robert J. Glovsky Scholarship Fund 

In 2010, Boston University's Metropolitan College established The Robert J. Glovsky Scholarship Fund in recognition of Glovsky's over 25 years of service as the program director of Financial Planning.

  • SCHOLARSHIP TYPE: Education coursework for CFP® certification
  • AWARD AMOUNT: Up to $2,000 per year
  • ELIGIBILITY: Student must be currently enrolled at the Center for Professional Education with preference for students who wish to assist the traditionally underserved population, as evidenced by their professional or personal work experience in the nonprofit sector. 
LEARN MORE ABOUT ELIGIBILITY AND APPLY

COLLEGE FOR FINANCIAL PLANNING® — David M. King, CFP® certification merit scholarship 

Honoring the achievements of David M. King, CFP®, who held the position of board chairman at three major financial planning organizations (College for Financial Planning®, 1983-1985; The Institute for Certified Financial Planners, 1979-1980; and the first chairman of the Certified Financial Planner Board of Standards, 1985-1987), this scholarship for CFP® certification is typically awarded annually to a recipient with experience in the financial planning profession who shows significant potential for industry leadership.

  • SCHOLARSHIP TYPE: Education coursework for CFP® certification
  • AWARD AMOUNT: Tuition

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COLLEGE FOR FINANCIAL PLANNING®— A KAPLAN COMPANY DIVERSITY SCHOLARSHIP PROGRAM FOR CFP® CERTIFICATION 

The College for Financial Planning® – a Kaplan Company is offering up to 60 Diversity Scholarships annually to qualified individuals seeking to complete the education requirement needed to attain CFP® certification and who are from an underrepresented population within the financial planning field, which might include differences based on gender, race, ethnicity, disability and sexual orientation. 

  • SCHOLARSHIP TYPE: Education coursework for CFP® certification
  • AWARD AMOUNT: Tuition (valued at $7,641)

Learn More About Eligibility and Apply 


dalton education — diversity initiative

Dalton Education is seeking to bolster the number of educated and credentialed minority individuals in the financial field by helping career changers and new-to-the-field professionals attain CFP® certification.

  • SCHOLARSHIP TYPE: Education coursework for CFP® certification
  • AWARD AMOUNT: Up to $3,000
  • ELIGIBILITY: Minority individuals who are looking to begin a career in the financial planning profession and who are not currently financial planners.
LEARN MORE ABOUT ELIGIBILITY AND APPLY

origin diversity program scholarship 

The Origin Diversity Program is committed to breaking down the barriers to financial wellness. In 2021, the Origin Diversity Program will award 10 scholarships worth $5,000 each to qualified individuals pursuing their CERTIFIED FINANCIAL PLANNER™ professional certification who are from an underrepresented population. Each $5,000 scholarship can be used to cover expenses related to obtaining CFP® certification, including education curriculum, study materials, exam fee, and time taken off of work to complete the exam.  

  • SCHOLARSHIP TYPE: Education coursework for CFP® certification
  • AWARD AMOUNT: $5,000
  • ELIGIBILITY: Aspiring financial planners from underrepresented backgrounds who are looking to obtain their CFP® certification.
Learn More About Eligibility and Apply

SALEM UNIVERSITY — THE DEAN'S FINANCIAL PLANNING EXCELLENCE SCHOLARSHIP

The Dean's Financial Planning Excellence Scholarship provides scholarships to qualified individuals seeking to complete Salem University's CFP® Certification Preparatory Program. The scholarship will offset the cost of CFP® certification preparation for highly qualified candidates to be able to achieve their dream of becoming financial planning professionals. 

  • SCHOLARSHIP TYPE: Education coursework for CFP® certification
  • AWARD AMOUNT: $1,000

LEARN MORE ABOUT ELIGIBILITY AND APPLY


TEXAS TECH UNIVERSITY — PERSONAL FINANCIAL PLANNING SCHOLARSHIPS

The Personal Financial Planning program awards scholarships to students based on excellence in academics, leadership, financial need and other specific criteria set forth by individual scholarships.

  • SCHOLARSHIP TYPE: Education coursework for CFP® certification
  • AWARD AMOUNT: Varies
  • ELIGIBILITY: Applicant must be a current undergraduate or graduate student at the university.

LEARN MORE ABOUT ELIGIBILITY AND APPLY


CFP® Exam review course

2050 TRAILBLAZERS — ZAHN LIVE REVIEW SCHOLARSHIP

2050 TrailBlazers has teamed up with Zahn Associates, Inc. to support individuals through a merit-based scholarship to cover the cost of one Live Review Class. One individual will be selected for each CFP® exam cycle.

The Scholarship will be awarded to financial planning professionals who have demonstrated a desire to promote diversity in the financial planning profession.

  • SCHOLARSHIP TYPE: CFP® exam review course
  • AWARD AMOUNT: $1,045

LEARN MORE ABOUT ELIGIBILITY AND APPLY


military financial advisors association (mfaa) - financial synergy scholarship 

Financial Synergy is a collaborative outreach project between Regent University and Wiley Efficient Learning. The pilot program will launch in August 2021 and will be limited to graduates of the Regent University Master of Arts in Financial Planning and Law Program and the scholarship awardees selected by MFAA.

  • SCHOLARSHIP TYPE: CFP® exam review course
  • AWARD AMOUNT: Course tuition
  • ELIGIBILITY: The applicant selection criteria will show preference to military service members and spouses. Additional consideration will be given to communities traditionally underserved by the financial services professions.

LEARN MORE ABOUT ELIGIBILITY AND APPLY


CFP® EXAM

xy planning network — CFp® exam scholarship programs

XYPN will fully cover the CFP® Certification Examination fee for 10 recipients each CFP® Exam cycle. This includes 5 for each program - XYPN CFP® Exam Scholarships (XYPN members only) and XYPN Diversity CFP® Exam Scholarships (XYPN members and non-members). 

  • SCHOLARSHIP TYPE: CFP® exam 
  • AWARD AMOUNT: $725
LEARN MORE ABOUT ELIGIBILITY AND APPLY

Additional scholarships will be added to this page as they become available.