Apply for a Scholarship
Third Party Financial Planning Scholarships Clearinghouse
Scholarship programs from third-party organizations that assist qualified individuals with attaining CFP® certification.
The CFP Board Center for Financial Planning is pleased to provide this 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.
Scholarship programs listed below help cover the cost of one of the following:
- Education coursework for CFP® certification
- CFP® exam review course
- CFP® exam
- Experience hours towards CFP® certification
education coursework for CFP® CERTIFICATION
the american college of financial services — aFRICAN AMERICAN ADVISOR SCHOLARSHIP PROGRAM
The American College of Financial Services is offering the African American Advisor Scholarship Program, which provides full tuition scholarships for certificate-level coursework required for CFP® certification. Upon completing the coursework, recipients of this scholarship may qualify for an additional scholarship that covers the cost of the CFP® exam, administered jointly by The College and the CFP Board Center for Financial Planning.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification
- AWARD AMOUNT: Full tuition
- ELIGIBILITY: Candidates must be African American financial advisors who are not current students, have a financial need and are not reimbursed by their employer.
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the american college center for veterans affairs
The mission of The American College Center for Veterans Affairs is to provide educational support and career opportunities to eligible men, women and their spouses who have served in the armed services of the United States.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification
- AWARD AMOUNT: Full tuition
- ELIGIBILITY: Active duty military, veterans who have received an honorable discharge, or a spouse of a qualified candidate or surviving spouse
Boston University — Robert J. Glovsky Scholarship Fund
In 2010, Boston University's Metropolitan College established The Robert J. Glovsky Scholarship Fund in recognition of Glovsky's over 25 years of service as the program director of Financial Planning.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification
- AWARD AMOUNT: Up to $2,000 per year
- ELIGIBILITY: Student must be currently enrolled at the Center for Professional Education with preference for students who wish to assist the traditionally underserved population, as evidenced by their professional or personal work experience in the nonprofit sector.
COLLEGE FOR FINANCIAL PLANNING® — David M. King, CFP® certification merit scholarship
Honoring the achievements of David M. King, CFP®, who held the position of board chairman at three major financial planning organizations (College for Financial Planning®, 1983-1985; The Institute for Certified Financial Planners, 1979-1980; and the first chairman of the Certified Financial Planner Board of Standards, 1985-1987), this scholarship for CFP® certification is typically awarded annually to a recipient with experience in the financial planning profession who shows significant potential for industry leadership.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification
- AWARD AMOUNT: Tuition
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COLLEGE FOR FINANCIAL PLANNING®— FREEDOM SCHOLARSHIPS FOR MILITARY SERVICE MEMBERS & VETERANS®
The College for Financial Planning®—a Kaplan Company awards several scholarships annually to individuals who serve or have served in the U.S. Armed Forces. These military scholarships are available to eligible individuals who show significant potential or have already achieved outstanding success in finance, financial planning, and/or financial analysis, and who show promise of being future industry leaders.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification and CFP® exam review
- AWARD AMOUNT: Tuition
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COLLEGE FOR FINANCIAL PLANNING®— A KAPLAN COMPANY DIVERSITY SCHOLARSHIP PROGRAM FOR CFP® CERTIFICATION
The College for Financial Planning® – a Kaplan Company is offering up to 60 Diversity Scholarships annually to qualified individuals seeking to complete the education requirement needed to attain CFP® certification and who are from an underrepresented population within the financial planning field, which might include differences based on gender, race, ethnicity, disability and sexual orientation.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification
- AWARD AMOUNT: Tuition (valued at $7,641)
Learn More About Eligibility and Apply
columbia University School of Professional Studies Wealth Management Advancing Diversity Fellowship 
This full-tuition fellowship is available to students admitted to the Columbia University School of Professional Studies Wealth Management Master of Professional Studies (M.P.S.) program, which meets the education requirement for CFP® certification. The fellowship supports the education and career acceleration of high-caliber professionals from underrepresented groups within the financial planning profession. One fellowship will be awarded for the 2022-2023 academic year.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification
- AWARD AMOUNT: Full tuition
- ELIGIBILITY: Student must be admitted to the Wealth Management M.P.S. program, scheduled to begin their studies in the fall 2022 semester, and have 3 to 10 years of experience in the industry.
Learn more about eligibility and apply
dalton education — diversity initiative
Dalton Education is seeking to bolster the number of educated and credentialed minority individuals in the financial field by helping career changers and new-to-the-field professionals attain CFP® certification.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification
- AWARD AMOUNT: Up to $3,000
- ELIGIBILITY: Minority individuals who are looking to begin a career in the financial planning profession and who are not currently financial planners.
MEASURE TWICE PLANNERS CFP® CERTIFICATION SCHOLARSHIP
Through the generosity of 337 members of Measure Twice Planners and the Boston Institute of Finance, this program provides 11 full-ride scholarships to candidates seeking to complete a certificate-level CFP Board Registered Program
at the Boston Institute of Finance’s Bryant University.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification
- AWARD AMOUNT: Tuition (valued at $3,995)
- ELIGIBILITY: Student must be enrolled in the certificate-level CFP Board Registered Program at Boston Institute of Finance’s Bryant University.
NEW PLANNER RECRUITING CFP® CERTIFICATION TUITION SCHOLARSHIP
New Planner Recruiting is offering a $3,000 tuition scholarship to an aspiring or current financial planning student, who has yet to complete all of the courses necessary to sit for the CFP® exam. Funds are intended to be used for Qualified Education Expenses, as defined by the IRS and will be paid directly to your higher education institution on your behalf.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification
- AWARD AMOUNT: $3,000
- ELIGIBILITY:Aspiring financial planners who are looking to obtain CFP® certification. Candidates must submit application materials by the due date.
origin diversity program scholarship 
The Origin Diversity Program is committed to breaking down the barriers to financial wellness. In 2021, the Origin Diversity Program will award 10 scholarships worth $5,000 each to qualified individuals pursuing their CERTIFIED FINANCIAL PLANNER™ professional certification who are from an underrepresented population. Each $5,000 scholarship can be used to cover expenses related to obtaining CFP® certification, including education curriculum, study materials, exam fee, and time taken off of work to complete the exam.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification
- AWARD AMOUNT: $5,000
- ELIGIBILITY: Aspiring financial planners from underrepresented backgrounds who are looking to obtain their CFP® certification.
SALEM UNIVERSITY — THE DEAN'S FINANCIAL PLANNING EXCELLENCE SCHOLARSHIP
The Dean's Financial Planning Excellence Scholarship provides scholarships to qualified individuals seeking to complete Salem University's CFP® Certification Preparatory Program. The scholarship will offset the cost of CFP® certification preparation for highly qualified candidates to be able to achieve their dream of becoming financial planning professionals.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification
- AWARD AMOUNT: $1,000
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STUDY.COM SCHOLARSHIP FOR BLACK STUDENTS
The Study.com Scholarship for Black Students provides a $2,000 academic award to a Black student who is pursuing their undergraduate or graduate college degree. At Study.com, the mission is to make education accessible, and with this scholarship they hope to bring historically underrepresented students access to a quality education. Selection will be based on academic history and extracurricular activities. Financial need will not be considered.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification
- AWARD AMOUNT: $2,000
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STUDY.COM SCHOLARSHIP FOR INDIGENOUS STUDENTS
Any Indigenous student pursuing a college degree can apply to the Study.com Scholarship for Indigenous Students and be offered a $1,000 academic award. At Study.com, the mission is to make education accessible, and they hope to bring this historically underrepresented group of students access to a quality education with this scholarship. Selection will be based on academic history and extracurricular activities. Financial need will not be considered.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification
- AWARD AMOUNT: $1,000
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STUDY.COM SCHOLARSHIP FOR WOMEN IN STEM
A $2,000 award will be given to a woman student pursuing any undergraduate or graduate degree program emphasizing STEM (Science, Technology, Engineering, or Mathematics). Women are historically underrepresented in STEM professions, and Study.com wishes to promote more interest and opportunity for women in these fields of study. Areas of study that will be considered include science, technology, engineering, mathematics, engineering technology, and computer science, financial planning, and others. Selection will be based on academic history and extracurricular activities. Financial need will not be considered.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification
- AWARD AMOUNT: $2,000
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TEXAS TECH UNIVERSITY — PERSONAL FINANCIAL PLANNING SCHOLARSHIPS
The Personal Financial Planning program awards scholarships to students based on excellence in academics, leadership, financial need and other specific criteria set forth by individual scholarships.
- SCHOLARSHIP TYPE: Education coursework for CFP® certification
- AWARD AMOUNT: Varies
- ELIGIBILITY: Applicant must be a current undergraduate or graduate student at the university.
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CFP® Exam review course
2050 TRAILBLAZERS — ZAHN LIVE REVIEW SCHOLARSHIP
2050 TrailBlazers has teamed up with Zahn Associates, Inc. to support individuals through a merit-based scholarship to cover the cost of one Live Review Class. One individual will be selected for each CFP® exam cycle.
The Scholarship will be awarded to financial planning professionals who have demonstrated a desire to promote diversity in the financial planning profession.
- SCHOLARSHIP TYPE: CFP® exam review course
- AWARD AMOUNT: $1,045
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military financial advisors association (mfaa) - financial synergy scholarship
Financial Synergy is a collaborative outreach project between Regent University and Wiley Efficient Learning. The pilot program will launch in August 2021 and will be limited to graduates of the Regent University Master of Arts in Financial Planning and Law Program and the scholarship awardees selected by MFAA.
- SCHOLARSHIP TYPE: CFP® exam review course
- AWARD AMOUNT: Course tuition
- ELIGIBILITY: The applicant selection criteria will show preference to military service members and spouses. Additional consideration will be given to communities traditionally underserved by the financial services professions.
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CFP® EXAM
FPA SCHOLARSHIP
The primary aim of the Financial Planning Association of Oregon & SW Washington /(FPA) is to be the community that fosters the value of financial planning and advances the financial planning profession. FPA welcomes all those who advance the financial planning process and promotes the CFP® certification which marks as the cornerstone of the financial planning profession.
- SCHOLARSHIP TYPE: CFP® exam reimbursement or study group expenses
- AWARD AMOUNT: $1,000
- ELIGIBILITY: Current student in or recent graduate of a CFP Board Registered Program who will pass the CFP® exam between 1/1/2023 and 11/30/2024. Candidate must be a member of the Oregon & SW Washington chapter of the FPA OR a current undergraduate or graduate student.
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LearnLux CFP® EXAM OPPORTUNITY SCHOLARSHIP
It's our mission to address the lack of diversity, equity, and inclusion in the profession by attracting and developing CFP® professionals who are representative of the populations they serve.
By offering scholarships that fund CFP® exam and exam prep materials to those in need, we can empower individuals of all races, ethnicities, gender identities, sexual orientations, and abilities within the financial planning profession to excel in their chosen field.
- SCHOLARSHIP TYPE: Test preparation materials and the cost of sitting for the CFP® exam
- AWARD AMOUNT: $3,000
- ELIGIBILITY: Awarded yearly, this scholarship is open to applicants from underrepresented backgrounds who plan to sit for the CFP® exam during the same calendar year.
Learn More About Eligibility and Apply
xy planning network — CFp® exam scholarship programs
XYPN will fully cover the CFP® Certification Examination fee for 10 recipients each CFP® Exam cycle. This includes 5 for each program - XYPN CFP® Exam Scholarships (XYPN members only) and XYPN Diversity CFP® Exam Scholarships (XYPN members and non-members).
- SCHOLARSHIP TYPE: CFP® exam
- AWARD AMOUNT: $725
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EXperience Hours Toward CFP® Certification
THE EXTERNSHIP SCHOLARSHIP
Amplified Planning believes that diversity of people, process, thought, and ideas are key to the growth and ultimate success of the financial planning profession. Therefore, their one-of-a-kind training program – The Externship - awards a limited number of scholarships to deserving individuals demonstrating the need and desire to participate.
- SCHOLARSHIP TYPE: Experience hours towards CFP® certification
- AWARD AMOUNT: $299
- ELIGIBILITY: Aspiring financial planners from underrepresented backgrounds and/or those who demonstrate financial need.
Additional scholarships will be added to this page as they become available.