The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship

About the Scholarship

In 2011, David H. Diesslin, CFP® established The Deena Jo Heide-Diesslin Foundation in memory of his wife, Deena, who passed away after a long, valiant battle with cancer. Deena was a courageous fighter, teaching and giving to the end. The goal of Deena's foundation is to promote, encourage, and foster nonprofits, with a particular emphasis on empowering women and other underrepresented populations through education.

When CFP Board launched the CFP Board Center for Financial Planning in late 2015, there was a natural synergy between the missions and visions of the two organizations that emerged during conversations with Dave Diesslin, former Chair of the Board of Directors for CFP Board. Building on Deena’s passion for empowering individuals through education, Dave seized the opportunity to make an impact in the financial planning profession while honoring the memory of his late wife. And with that, The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship was created.

This scholarship provides financial support to individuals seeking to complete requirements for CFP® certification through a CFP Board-Registered certificate or undergraduate program. Eligible candidates must demonstrate financial need and be from populations that are underrepresented in the financial planning profession in terms of gender, race, ethnicity, disability or sexual orientation.

The scholarship awards up to $5,000 for those attending a certificate program and up to $10,000 for those attending an undergraduate program. The amount of the award will be based on submitted documentation showing program costs. Applications will be reviewed by an independent Scholarship Review Panel comprised of CFP® professionals. If not already enrolled, scholarship recipients will have up to 3 months to enroll in a CFP Board Registered Program in order to receive the award.

As a valued longtime partner and visionary circle sponsor of the Center, Vanguard recognizes the importance of diversifying the financial planning profession and offering financial support to qualifying students to support their journey. Beginning in 2021, to help increase the number of scholarships available, Vanguard contributed to The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship to further the impact of empowering women and other underrepresented populations in their pursuit of a financial planning role. We appreciate the continued partnership and look forward to supporting the development of the next generation of financial planners

“I am very grateful to the donors of The Deena Jo Heide-Diesslin Scholarship and to the Center for Financial Planning for awarding me this scholarship which is helping me to obtain the knowledge I need to become a CFP® professional."

– Sandra Cervantes, CFP®, 2017 Diesslin Scholar

eligibility Requirements

• Must be a U.S. resident;
• In order to receive the award, must be enrolled in an undergraduate or certificate-level CFP Board Registered Program. Click here for a list of eligible programs. If not enrolled at the time of applying, scholarship awardees will have up to 3 months to enroll or forfeit the award;
• If applying for an undergraduate-level scholarship, must not be in the final semester at the time of the application;
• If applying for a certificate-level scholarship, must possess an undergraduate degree and must not have completed more than 5 courses in the certificate-level program at the time of the application.
• Must provide documentation of program enrollment and costs prior to receiving the award;
• Must be from an underrepresented population within the financial planning profession in terms of gender, race, ethnicity, disability or sexual orientation;
• Must have a demonstrated financial need, as explained in an essay to be submitted during the application process;
• Must demonstrate commitment to the financial planning profession, as explained in an essay to be submitted during the application process; and
• Must exhibit professionalism and the ability to enhance and maintain the profession’s public image as demonstrated in an essay to be submitted during the application process.

Applicants who are selected to proceed to the final round of the application review process will be required to 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.

When submitting application essays and materials, please pay close attention to spelling, grammar and presentation, as that will be factored into the grading process.

award process

Scholarship awards will be disbursed upfront and in-full directly to your CFP Board Registered Program. If you are currently enrolled, you will need to provide proof of enrollment, proof of program cost, and payment instructions from your institution so that funds can be directly applied to your student account. If you are not currently enrolled in a program, recipients will have up to 3 months after being notified of the award to enroll, provide proof of enrollment and program cost, and provide payment instructions from your institution so that funds can be applied directly to your student account.

Application Deadline

The application window will be open until October 22, 2023.

AWARD DECISION

Scholarship applicants will be notified of the award decision via email by November 30, 2023. If you have a question about the status of your application, please contact us at scholarships@cfpboard.org.