CFP Board Center for Financial Planning and Wealthspire Advisors Launch CFP® Certification Diversity Scholarship

The CFP Board Center for Financial Planning (“Center”) and Wealthspire Advisors LLC, a registered investment adviser and subsidiary company of NFP Corp., announced today the launch of The Wealthspire Advisors CFP® Certification Diversity Scholarship to advance a more diverse financial planning profession. The scholarship provides financial assistance to individuals pursuing CFP® certification from populations underrepresented in the profession and follows Wealthspire Advisors’ inaugural program in partnership with CFP Board, announced in November 2021.

The scholarship will provide four awards per year of up to $5,000 per student seeking to complete the financial planning education coursework at a CFP Board Registered Program, either at the undergraduate or certificate level. Candidates must demonstrate financial need and be from an underrepresented population within the financial planning profession in terms of gender, race, ethnicity, disability, sexual orientation or veteran status.

“I’d like to thank Wealthspire Advisors for investing in the development of the next generation of CFP® professionals with this joint scholarship,” said CFP Board CEO Kevin R. Keller, CAE. “CFP Board is proud to create growth opportunities for prospective CFP® professionals from underrepresented communities.”

As part of its mission to create a more diverse and sustainable financial planning profession, the Center partners with supporters like Wealthspire Advisors to administer scholarships that enable qualified individuals to complete the education requirement for attaining CFP® certification. The scholarships build the profession’s talent pipeline, foster diversity and raise awareness of the financial planning career to college students across the U.S. In addition to funding the scholarship this year, Wealthspire Advisors is a two-year sponsor of the Center’s annual Diversity Summit.

“Since our origins nearly three decades ago, Wealthspire Advisors has strived to nurture financial wellness for individuals of all backgrounds,” said Mike LaMena, CEO of Wealthspire Advisors. “With this new scholarship, we aim to further improve the talent pipeline within the financial planning profession and uplift more diverse professionals as they pursue CFP® certification. This is just the beginning of a productive and powerful collaboration with CFP Board.”

The deadline to apply for a scholarship award is September 30, 2022. The application and further information about The Wealthspire Advisors CFP® Certification Diversity Scholarship can be found on CFP Board’s website at CFP.net/Scholarships.

ABOUT WEALTHSPIRE ADVISORS

Wealthspire Advisors LLC is an independent registered investment adviser and subsidiary company of NFP Corp., with 19 offices in 10 states throughout the Northeast, Mid-Atlantic, Midwest, and West Coast. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.