Skip to main content

The CFP Board Center for Financial Planning  (“Center”) and Dowling and Yahnke Wealth Advisors announced today the launch of a collaborative scholarship. The scholarship aims to advance the financial planning profession by providing financial assistance to aspiring CFP® professionals from populations underrepresented in the profession and who have a financial need.

“The scholarship offered with Dowling and Yahnke will assist more individuals on their path to the CFP® certification,” said D.A. Abrams, Managing Director of the CFP Board Center for Financial Planning. “Scholarships are a priority for the Center as they are key to building the financial planning talent pipeline, fostering diversity and educating students about financial planning career opportunities.”

The scholarship will offer $5,000 per qualified candidate seeking to complete an undergraduate-level or a certificate-level CFP Board-Registered program. The awards will be disbursed in two equal installments.

“Dowling and Yahnke has embraced the importance of both financial planning and lifelong learning since our founding more than 30 years ago,” shares Mark Wernig, CFP®, Lead Advisor, and Principal. “Our firm is grateful for the opportunity to partner with CFP Board and share our passion for education by supporting students on their professional journey. Dowling and Yahnke wholeheartedly supports the Center’s priority to elevate the profession’s talent and hopes this scholarship is able to open a pathway for those who may experience obstacles in achieving their CFP® goals.”

Eligible candidates must be U.S. residents and enrolled or in the process of enrolling in an undergraduate or certificate-level CFP Board Registered Program. The scholarship will support students with a diverse background, not limited in terms of gender, race, ethnicity, disability and sexual orientation, as well as students who demonstrate a financial need.

The deadline to apply is April 3, 2022. The application and further information about the Dowling and Yahnke Wealth Advisors Scholarship can be found on CFP Board’s website.


About Dowling & Yahnke Wealth Advisors
Since 1991, Dowling & Yahnke has offered time-tested, objective financial planning advice and investment management services designed for the financial health of its clients. Located in San Diego, California, the Firm manages approximately $5.7 billion for more than 1,300 clients, primarily individuals, families, and nonprofit organizations.

ABOUT CFP BOARD and THE CFP BOARD CENTER FOR FINANCIAL PLANNING

Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms and consumer groups as the standard for financial planning, CFP® certification is held by more than 93,000 people in the United States. 

The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge

CONTACT

Joseph Feese
Director of Public Relations
202-379-2305
media@cfpboard.org