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ABOUT THE SCHOLARSHIP 
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At AssetMark, we believe that a diverse and respectful community is a strong community. Through our annual Women Advisors Forum, we are working to ensure greater diversity in the financial services industry. As part of this commitment, AssetMark has partnered with CFP Board Center for Financial Planning to offer this special scholarship providing financial assistance to eligible candidates taking the July 2024 CFP® exam.

On behalf of Natalie Wolfsen, CEO, Esi Minta-Jacobs, Executive Vice President, Carrie Hansen, Chief Operations Officer and the People of Color Employee Resource Group from AssetMark, Inc. and in partnership with CFP Board Center for Financial Planning, the scholarship awards $625 toward the early registration rate of $825 for the July 2024 CFP® exam. This means a scholarship awardee will assume financial responsibility for $200 of the July 2024 CFP® exam.

To qualify for the scholarship, applicants must not be registered to take the July 2024 CFP® exam, meet eligibility criteria below and successfully complete this application form. CFP Board will award scholarships on a first-come, first-served basis to eligible applicants.

CFP Board will notify awardees that they received the scholarship and will work with them to register for the July 2024 exam with a $625 discount code. Only register for the exam after being notified of the award, or you will forfeit the scholarship. This scholarship does not retroactively reimburse exam registrations already paid for before receiving the scholarship.

ELIGIBILITY POLICY REQUIREMENTS

  • Must not be registered for the July 2024 CFP® exam prior to being notified of the award.
  • Must have previously taken the CFP® exam but not yet passed.
  • After being notified of the scholarship award, the awardee must register for the July 2024 CFP® exam by May 7.
  • After receiving the scholarship, must take the complimentary Practice Exam by June 25 and provide proof of Practice Exam completion to scholarships@cfpboard.org, or else forfeit the award. Please email your diagnostic score report, provided after the practice exam is done, as proof of completion.
  • Upon registering for the exam, the awardee will have until June 25 to secure an exam seat with Prometric. Failure to secure an exam with Prometric will result in de-registration and postponement of the exam, including a postponement fee of $500 that is not refundable under this scholarship.
  • Must be a U.S. resident.
  • Must identify as a woman AND Asian, Black or African American, Hawaiian Native or Pacific Islander, Hispanic or Latino, American Indian or Alaskan Native, or two or more of these ethnicities.
  • Must not receive any other scholarships or financial aid toward the July 2024 CFP® exam (including but not limited to employer funding).
  • Must pass a background check conducted by CFP Board.

SUBMISSION REQUIREMENTS

Applications will only be accepted through the application form below. Please do not attempt to submit application materials via mail, fax or email. Pay close attention to the requirements when submitting the application.

AWARD PROCESS

Following the application review, awards will be provided on a first-come, first-served basis to applicants who meet the eligibility requirements and successfully complete the application. After receiving the award, recipients will be provided with instructions for registering for the exam at a discounted rate.

As a contingency of the award, candidates agree to take the complimentary Practice Exam provided at exam registration by June 25 and provide proof of Practice Exam completion to scholarships@cfpboard.org by June 25 or else forfeit the award. Please email your diagnostic score report, provided after the practice exam is done, as proof of completion.

AWARD POLICIES

Upon registering for the exam, an awardee will have until June 25 to secure an exam seat with Prometric. Failure to secure an exam with Prometric will result in de-registration and postponement of the exam, including a postponement fee of $500 that is not refundable under this scholarship.

Application Deadline

The application window closed on March 19, 2024.

AWARD DECISION

Scholarship applicants will be notified of the award decision via email by March 26, 2024. If you have a question about the status of your application, please contact us at scholarships@cfpboard.org.