Skip to main content
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 13 scholarships totaling nearly $65,000.

Impact to Date

document with pen writing
Year established
grad hat icon

Scholarships distributed

dollar sign in yellow

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.