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Our Scholarship Programs

Richard B. Wagner Memorial Scholarship Fund

This fund honoring the memory of Dick Wagner was created to advance and diversify the CFP® professional workforce.

The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship

This fund offers scholarships to qualified individuals who can demonstrate financial need and are from underrepresented populations.

The Envestnet Scholarship

This program provides financial assistance to individuals from underrepresented populations pursuing a baccalaureate or certificate program in financial planning.

California lutheran university financial planning Scholarship

This scholarship provides financial assistance to qualified students enrolled in the university's online MBA or MS in Financial Planning program.

Facet Wealth Scholarship for Increased Diversity in Financial Planning

This scholarship offers financial assistance to African American/Black candidates seeking to complete the education coursework for CFP® certification.

Aspiriant Impact Scholarship

This program awards funds to students from underrepresented communities and/or who have a demonstrated financial need.

Ballentine Partners Scholarship to Create a Diverse Financial Planning Profession

This scholarship provides financial assistance to Black or African American and/or Hispanic or Latino candidates seeking to complete the education coursework for CFP® certification.

Parsec Financial CFP® Certification Diversity Scholarship

This scholarship provides assistance to students in the Southeast United States seeking to complete a baccalaureate or certificate program in financial planning.

Dalton Education CFP® Exam Review Scholarship

This program covers the full cost of the CFP® exam review course provided by Dalton Education.

College for Financial Planning®— A Kaplan Company Scholarship for CFP® Exam Prep

This program offers scholarships covering the full cost of the College’s Premium CFP® Exam Prep Review that supports candidates taking the CFP® exam.

Make A contribution

Support one of our scholarship programs and help us create a more diverse and sustainable financial planning profession.

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