Center for Financial Planning Scholarship Programs

The Center for Financial Planning is pleased to announce scholarship programs to 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 Milton Stern Scholars Fund

The Milton Stern Scholars Fund offers scholarships to qualified students who are residents of New York, New Jersey, or Connecticut, and who are seeking to complete a CFP Board-Registered Certificate Program that qualifies them to take the CFP® exam.

Learn MoreAPPLY FOR THE SCHOLARSHIPDONATE TO THE SCHOLARSHIP [PDF]


The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship

The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship offers scholarships to qualified individuals who have demonstrated a financial need, and/or represent underrepresented populations within the financial planning profession in terms of gender, race, ethnicity, disability or sexual orientation.

Learn MoreAPPLY FOR THE SCHOLARSHIPDONATE TO THE SCHOLARSHIP [PDF]


(NEW) Richard B. Wagner Memorial Scholarship Fund

Established jointly by the CFP Board Center for Financial Planning and The Financial Planning Association® (FPA®), the Richard B. Wagner Memorial Scholarship Fund offers scholarships to qualified individuals who have demonstrated a financial need and are part of an under-represented population related to gender, race, ethnicity, sexual orientation, individuals 35 and under, or those with disabilities. 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.

Learn MoreAPPLY FOR THE SCHOLARSHIP (COMING IN 2019)DONATE TO THE SCHOLARSHIP [PDF]


Get Involved

If you are interested in establishing a scholarship fund through the CFP Board Center for Financial Planning, please contact Rochelle Zeidman, Managing Director of Development, Center for Financial Planning, at rzeidman@CFPBoard.org or 202-379-2255.

If you are interested in volunteering on the Scholarship Review Panel to review candidate applications, please complete the volunteer application or contact Christine Amoonarquah, at camoonarquah@cfpboard.org.