CFP Board Center for Financial Planning Announces Scholarship Award Winners for CFP Board Registered Programs

Categories: Press Release

The Center for Financial Planning announced today the recipients of the Milton Stern Scholarship and the Deena-Jo Heide Diesslin Scholarship Fund.

The Milton Stern Scholars Fund scholarship is a $5,000 award granted to individuals residing in Connecticut, New Jersey, or New York, who are pursuing a certificate program in financial planning and demonstrate financial need. This scholarship was established by the family of Milton Stern, CFP® and Bridgewater Advisors Inc.

The 2016 recipients of the Milton Stern Scholars Fund scholarship were Arielle Bryant of Bronx, NY and Amy Brotka of West Seneca, NY.

“The scholarship has helped me get closer to realizing my dream of helping low- to moderate-income individuals effectively plan to make their own dreams a reality,” said Bryant.

Brotka added that she is “forever grateful for the generosity of the donors who have allowed me to pursue a lifetime goal and esteemed credential in the field of financial services.”

The Deena Jo Heide-Diesslin Scholarship is a $5,000 award honoring individuals from underrepresented populations who are pursuing a certificate program in financial planning. David H. Diesslin, CFP®, former Chair of the CFP Board of Directors, designed the scholarship to honor the memory of his late wife, Deena, with an emphasis on educating women and minority populations.

“We see CFP® certification as a pathway to success not only for the individual, but also for those they will serve. Deena’s legacy is honored by this,” said Diesslin.

Margarita Pascual of New York, NY was awarded The Deena-Jo Heide Diesslin Scholarship. “By receiving this scholarship, I will be able to continue working toward bringing financial empowerment not only to the community in which I live and serve, but to those I will encounter in this field,” Pascual said.

The Center for Financial Planning’s scholarship programs enable qualified individuals to start or complete the education requirement for attaining CFP® certification. These scholarship programs are part of the Center’s Workforce Development initiative designed to attract and develop the next generation of financial planners.

“The number of applications we received far exceeded the number we were able to award. We look forward to more benefactors stepping forward to offer additional scholarships to support the next generation of financial planners,” said Marilyn Mohrman-Gillis, Executive Director of the Center for Financial Planning.

Those interested in starting a scholarship through the Center can contact Diane LaVigna, CFRE at


The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes more than 76,000 individuals to use these marks in the U.S.


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. More about the Center and its initiatives can be found at

CONTACT: Jessica Lewis, Communications Specialist P: 202-379-2256 M: 301-655-0389 E: