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A Jointly Established Scholarship

Eliminating Barriers 

The Richard B. Wagner Memorial Scholarship was jointly established by the CFP Board Center for Financial Planning and the Financial Planning Association®. Your donation will help cultivate a robust and diverse new generation of CFP® professionals by helping to eliminate one of the critical barriers: education costs. This scholarship program enables qualified individuals from underrepresented populations to complete the education requirement for CFP® certification or to continue their education through FPA® professional development programs. Since the inception of this initiative, we have distributed 5 scholarships and disbursed more than $23,000.

Impact to Date

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2018
Year established
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5

Scholarships distributed

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$23k+

Funds awarded

Lovetta Tobey

I am both honored and grateful to have been chosen as a recipient of the Richard B. Wagner Memorial Scholarship. Being awarded this scholarship will help me on my path to becoming a Certified Financial Planner™ professional, so that I can continue to help individuals and families become financially stable and build generational wealth.