The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship

The Deena Jo Heide-Diesslin Foundation was established in 2011 by David H. Diesslin, CFP®, former chair of the Board of Directors for CFP Board, to honor the memory of his late wife, Deena, with an emphasis on empowering women and other underrepresented populations through education.

Deena Jo Heide-Diesslin

When CFP Board launched the CFP Board Center for Financial Planning in late 2015, there was a natural synergy between the missions and visions of the two organizations that emerged during conversations with Mr. Diesslin. Building on Deena’s passion for empowering individuals through education, Dave seized the opportunity to make an impact in the financial planning profession while honoring the memory of his late wife. And with that, The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship at the CFP Board Center for Financial Planning was created.

About the Scholarship

This scholarship will directly advance workforce development by providing financial support to U.S. residents seeking to complete the education requirements for CFP® certification through a CFP Board-Registered Progam. Individuals eligible for the scholarship will have a demonstrated financial need and come from underrepresented populations within the financial planning profession in terms of gender, race, ethnicity, disability or sexual orientation. Scholarship recipients must be eligible to become a CFP® professional and will be required to pass a background check and provide documentation of tuition need / certificate program costs prior to receiving their award.

How to Apply


The next application window for this scholarship will be in Fall 2019. This page will be updated with specific dates in the coming months.

Please note that applications will only be accepted through the online portal. Please do not attempt to submit application materials via mail, fax or email.

How the Challenge Match Works

The foundation has issued a $50,000 Scholarship Challenge Match for individuals, organizations and businesses within the financial planning profession. Through the end of 2018, the Foundation will match all scholarship donations to the scholarship fund dollar-for-dollar. Gifts are eligible to be matched until the $50,000 Challenge Fund is fully committed.

How to Donate

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

Donate to the Scholarship [PDF]

Thank You to Our Donors

Center for Financial Planning and The Deena Jo Heide-Diesslin Foundation gratefully acknowledge the generous, visionary support for the scholarship from the following donors:

  • David H. Diesslin, CFP®
  • Randy Morris, CFP®