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Scholarships

"Thank you to Deena Jo Heide-Diesslin Foundation for taking a chance on me and for empowering me to pursue a passion for helping people in a uniquely qualified way."

— Mary Chapman, CFP®, 2017 Diesslin Scholar

The CFP Board Center for Financial Planning administers scholarship programs that assist aspiring CFP® professionals with completing the education and exam requirements for CFP® certification.

These scholarships are supported by the generous donations of sponsors and donors who realize the benefit of creating a more diverse and sustainable financial planning profession. Each scholarship has different requirements, application processes and deadlines to follow in order to be eligible for consideration.

In addition, we are pleased to provide a 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. 

AVAILABLE Scholarships — NEXT APPLICATION PERIOD WILL BE POSTED WHEN AVAILABLE

Scholarships are available for students from underrepresented communities AND/OR those with a financial need who are seeking to complete a certificate- or undergraduate-level CFP Board Registered program that would qualify them to sit for the CFP® exam. 

Scholarship Details

This scholarship provides financial assistance to qualified individuals who identify as Black or African American and/or Hispanic or Latino and who strive to obtain the CFP® certification.

Scholarship Details

Schwab Advisor Services in partnership with the Charles Schwab Foundation aims to advance the financial planning profession by providing financial assistance to aspiring CFP® professionals who are from populations underrepresented in the profession, as well as those who have a financial need. This initiative is part of the Schwab Advisor Services RIA Talent Advantage® Program focused on advocating for and supporting independent registered investment advisors cultivate greater diversity in the RIA industry.

Scholarship Details

The California Lutheran University Financial Planning Scholarship provides financial assistance to qualified individuals seeking to complete California Lutheran University's online Master of Business Administration (MBA) or online Master of Science (MS) degree in Financial Planning.

Scholarship Details

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

Scholarship Details

The Dalton Education CFP® Exam Review Scholarship covers the full cost of the CFP® exam review course provided by Dalton Education. 

Scholarship Details

Scholarships are awarded to qualified individuals seeking to complete the requirements for CFP® certification who can demonstrate financial need and are from underrepresented populations within the financial planning profession in terms of gender, race, ethnicity, disability or sexual orientation.

Scholarship Details

Scholarship provides funding for students from underrepresented populations in the profession who are seeking to complete an undergraduate or certificate-level CFP Board Registered Program that qualifies them to sit for the CFP® exam. 

Scholarship Details

Offered as part of Edelman Financial Engines' We Aspire Financial Planner Development Program, this scholarship is open to students from underrepresented populations who are enrolled in a certificate-level CFP Board Registered Program.

Scholarship Details

Scholarships are offered to qualified individuals who can demonstrate financial need and are from underrepresented populations within the financial planning profession.

Scholarship Details

The Facet Wealth Scholarship for Increased Diversity in Financial Planning provides financial assistance for the education required to obtain the CERTIFIED FINANCIAL PROFESSIONAL™ certification.

Scholarship Details

Scholarships are available to qualified Black or African American individuals who are pursuing CFP® certification and are enrolled in an undergraduate or certificate-level CFP Board Registered Program.

Scholarship Details

This scholarship provides financial assistance to candidates pursuing the education coursework for CFP® certification who have a financial need and/or are from populations underrepresented in the profession.

Scholarship Details

Scholarships are available to students in the Southeast United States seeking to complete the education coursework at an undergraduate or certificate-level CFP Board Registered program.

Scholarship Details

Scholarships are available for individuals seeking CFP® certification, who can demonstrate financial need and are from underrepresented populations within the financial services profession in terms of race, ethnicity, gender, sexual orientation and/or disability.

Scholarship Details

This scholarship provides financial assistance to candidates pursuing the education coursework for CFP® certification who are from populations underrepresented in the profession and seek financial assistance.

Scholarship Details

Information on scholarship programs from third-party organizations that assist qualified individuals with attaining CFP® certification.

Scholarship Details

The LeCount R. Davis, CFP® Scholarship

On August 9, 2022, the CFP Board Center for Financial Planning announced the creation of its first endowed scholarship program honoring the first Black CFP® professional, LeCount R. Davis, CFP®. Created to support the next generation of diverse CFP® professionals, the LeCount R. Davis, CFP® Scholarship program will assist qualified Black or African American students and professionals who are committed to attaining CFP® certification and to the practice of financial planning.

Scholarship application instructions and eligibility information will be posted here when available.

If you are interested in donating to support the scholarship, please contact Dan Limbago, Institutional Giving Officer, at dlimbago@cfpboard.org or 202-864-5250.

Read The Scholarship News Release

other FINANCIAL ASSISTANCE

Colleges and universities with CFP Board Registered Programs in financial planning also offer scholarship programs. Remember to inquire within the institution about the assistance they can provide as you explore financial planning programs.

Additionally, many financial services firms value and support CFP® certification. They often encourage their employees to become certified and will offer reimbursement for coursework related to achieving CFP® certification. We encourage you to explore what support your firm offers.

If you are a military veteran, you can explore options such as the Post 9/11 GI Bill to pay for a CFP® certification program. 

Doing some research into scholarship or reimbursement options can help you in planning how to approach the financing of your coursework for CFP® certification.

Scholar Stories

Since the launch of our first scholarship program in 2016, the Center has awarded 225 scholarships totaling over $1,000,000 to aspiring CFP® professionals.

These scholarships make a meaningful impact on each recipient's educational and professional journey. Several scholars recently shared their personal stories with the Center, explaining what their scholarship meant to them and why they decided to become a CFP® professional. 

Read Our Scholar Stories

Start your journey to CFP® Certification

  • Track your progress with the CFP® Certification Tracker
  • Post your resume at the Career Center
  • Connect with a mentor who can guide you
  • Register and prepare for the exam
  • Find career and financial support
  • Connect with other candidates at our online forum