The Richard B. (Dick) Wagner Memorial Scholarship Fund was established jointly by the CFP Board Center for Financial Planning and The Financial Planning Association® (FPA®) in an effort to advance and diversify the CERTIFIED FINANCIAL PLANNER professional workforce. 

The Fund honors the memory of Dick Wagner, who held the CFP® certification and was a well-known thought leader in the financial planning community with a passion for building the financial planning profession and empowering younger financial planners to succeed. He passed away in 2017 at age 68. 

“Our work is ultimately the most important of all professions because it affects everything else at the roots. It is essential to the peace, freedom and prosperity of the human species individually and collectively – and, frankly, because this work is mostly inadequate and/or undone.”

Richard B. (Dick) Wagner, JD, CFP®

About the Scholarship

The scholarship will be awarded to students seeking to complete a CFP Board-Registered program – either certificate or Baccalaureate program – that would qualify them to sit for the CFP® exam.

It is also open to new CFP® professionals desiring to advance their education through key FPA professional development programs, such as the FPA Retreat, Residency, NexGen Gathering, Annual Conference and mentorship opportunities.

Eligible individuals must reside in the United States, demonstrate financial need and be part of an under-represented population related to gender, race, ethnicity, sexual orientation, individuals 35 and under or those with disabilities. kl

How to Apply

The program will begin accepting applications from new and prospective CFP® professionals early in 2019.

How to Donate

If you would like to make a difference in someone’s life by supporting the scholarship, please click here, or contact Rochelle Zeidman, Managing Director of Development, CFP Board, at or 202-379-2255.