Apply for the Milton Stern Scholars Fund Scholarship

The Milton Stern Scholars Fund is a scholarship program that honors Milton Stern’s memory, professionalism, and contributions to the financial planning profession under the CFP Board Center for Financial Planning.

About the Scholarship

The purpose of the Milton Stern Scholars Fund is to offer scholarships for students seeking to complete a CFP Board-Registered Certificate Program that qualifies them to take the CFP® exam. The fund was established pursuant to an agreement between the Certified Financial Planner Board of Standards, Inc., the family of Milton Stern and Bridgewater Advisors, Inc.

Eligibility Requirements

  • Resident of New York, New Jersey, or Connecticut
  • Must possess an undergraduate degree
  • Enrolled in a CFP Board-Registered Certificate Program, or a prospective candidate who will matriculate in a CFP Board Registered certificate program within 6 months
  • Awarded regardless of age, race, gender, religion, or sexual orientation
  • Demonstrated commitment to the financial planning profession, as explained in an essay to be submitted in the application process. Essay should be structured to elicit why candidate wants to become a CERTIFIED FINANCIAL PLANNER™ professional.
  • Demonstrated financial need, as explained in an essay to be submitted in the application process. Essay should be structured to elicit why candidate has a financial need for the scholarship.

Apply Now

Applications are accepted on a rolling basis. Applications will be reviewed only after official transcript is received.

The deadline for this round of applications is June 12, 2017.

Milton Stern Scholars Fund Application

Acceptable forms of residency documentation include a copy of a lease agreement, or a utility/cable/phone bill displaying your address. Please remember to remove or obscure account numbers from copies of bills and agreements.




Sending