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Education & Exam Requirements

Diversifying the FUTURE

The Envestnet Scholarship supports qualified individuals seeking to complete the education and exam related requirements for CFP® certification through a CFP Board Registered Certificate Program. The scholarship is offered as part of the Envestnet Institute on Campus program, which is designed to provide the asset and wealth management industry with a talented, diverse pool of workforce-ready interns and entry-level employees. Since the inception of this initiative, we have distributed 53 scholarships and disbursed more than $270,000.
Learn More About the Scholarship


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Year established

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Scholarships distributed

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Funds awarded

John Head

Receiving the Envestnet Scholarship has helped propel my career trajectory.  I am both humbled and grateful for the opportunity to add value to the clients I serve while further advancing my career within the financial service industry with the help of Envestnet.