Center for Financial Planning Scholarship Programs

The Center for Financial Planning is administering 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.

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The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship

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

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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, 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.

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The Envestnet Scholarship

The Envestnet Scholarship provides financial assistance to individuals from underrepresented populations seeking to complete the education requirements for CFP® certification through a CFP Board Registered Certificate Program. Envestnet has partnered with the Center for Financial Planning on this endeavor as part of its Envestnet Institute on Campus program.

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Get Involved

If you are interested in establishing a scholarship fund through the CFP Board Center for Financial Planning, please contact Diane LaVigna, Director of Development, Center for Financial Planning, at dlavigna@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 email scholarships@cfpboard.org.


Third Party Financial Planning Scholarships

The Center for Financial Planning is pleased to provide information on third party scholarship programs that are designed to assist qualified individuals with completing the education requirement for attaining CFP® certification.

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