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Scholarships

Scholarships

scholarship-featureThe College for Financial Planning awards scholarships to individuals who show significant potential or have already achieved outstanding success in finance, financial planning, and/or financial analysis and show promise of being future industry leaders.

Specific criteria for scholarships include: work experience; licenses, designations, recognition received, and academic accomplishments; and unsolicited letters from past clients. In addition to leadership qualities, community service and a commitment to a career in financial planning will also be considered by the College scholarship committee.

 

Scholarship Options:

CFP Certification Professional Education & Review Scholarships

David M. King Merit Scholarship

Awarded annually to an individual who is new to the financial planning field and who shows significant potential and active industry leadership.

This scholarship honors the achievements of David M. King, who held the position of board chairman at three major financial planning organizations: The College for Financial Planning (1983-1985); The Institute for Certified Financial Planners (1979-1980); and the first Chairman of the Certified Financial Planner Board (1985-1987).

This scholarship covers all costs associated with enrollment in the College’s CFP Certification Professional Education Program.

David M. King Merit Scholarship Nomination Form

NAIFA & CFFP LUTCF® Scholarship

NAIFA & CFFP LUTCF® Scholarship

Two full scholarships for the LUTCF® program will be co-awarded NAIFA and the College for Financial Planning in 2015. Applicants must be a NAIFA member in good standing, be YAT-eligible, and have the endorsement of a member of NAIFA. Each scholarship recipient receives tuition credits for each of the three courses that compose the LUTCF® designation program.

Applications must be received no later than 5/1/15 and scholarship awardees will be notified by June 1, 2015.

Complete details and an application can be found at http://www.naifa.org/professional-development/pdp/lutcf-scholarship

Graduate Degree Program Scholarships

Loren Dunton Merit Scholarship

For this scholarship, the College considers individuals who have proven themselves to be leaders in the financial planning field (minimum of five years experience) and have given something back to the profession.

This scholarship is awarded is in honor of the late Loren Dunton, who was the driving force that solidified the ideas and activities of professional financial planners. Mr. Dunton played a significant role in the creation and promotion of the IAFP, the College, and the Institute of Certified Financial Planners.

This scholarship covers all costs associated with completion of the College’s Master of Science in Personal Financial Planning or the Master of Science in Finance, excluding textbooks.

Download Application

 

Leonard Comberiate Masters of Science Degree Scholarship

Due to the generosity and appreciation of his education at the College for Financial Planning, MS program graduate Leonard Comberiate is awarding a single $1,000 scholarship annually to a qualified graduate student who is interested in pursuing a Master of Science Degree, in Personal Financial Planning or Finance. To be eligible for this scholarship, you must have applied for and been accepted into the College for Financial Planning’s Graduate Degree Program no later than July 15, 2015.

This scholarship covers $1,000 toward tuition in your degree.

 

Download Application

 

Retirement Planning Scholarships

Ginger E. Current Retirement Designation Merit Scholarship

Awarded to students who are interested in earning the Chartered Retirement Planning CounselorSM or CRPC® or Chartered Retirement Plans SpecialistSM or CRPS® designations.

This scholarship is in honor of Ginger E. Current, and her dedication to the success of the College and our students for over 25 years.

In choosing the recipients, the College reviews nominations of individuals who wish to expand their knowledge in retirement planning.

The scholarship covers all costs associated with enrollment in coursework for either the CRPC® or CRPS® educational programs.

Ginger E. Current Retirement Designation Merit Scholarship Nomination Form

Foundations in Financial PlanningSM Scholarships

Financial Planning Association (FPA) Foundations in Financial PlanningSM Scholarship

To reward outstanding assistants of CERTIFIED FINANCIAL PLANNER™ certificants, the College and NAPFA this scholarship to expand the knowledge and skills of these assistants. When choosing scholarship recipients, the College and NAPFA recognizes individuals who have shown dedication to financial planning, have already achieved outstanding success supporting the industry, and those who show promise of being future industry leaders. To be eligible for this scholarship, you must not be enrolled in the College for Financial Planning’s Foundations in Financial PlanningSM Professional Designation Program and you must have an undergraduate degree.

The scholarship covers all tuition and fees for enrollment in the Foundations in Financial PlanningSM Program. 

Download Application

 

National Association of Personal Financial Advisors (NAPFA) Foundations in Financial PlanningSM Scholarship

To reward outstanding assistants of CERTIFIED FINANCIAL PLANNER™ certificants, the College and NAPFA this scholarship to expand the knowledge and skills of these assistants. When choosing scholarship recipients, the College and NAPFA recognizes individuals who have shown dedication to financial planning, have already achieved outstanding success supporting the industry, and those who show promise of being future industry leaders. To be eligible for this scholarship, you must not be enrolled in the College for Financial Planning’s Foundations in Financial PlanningSM Professional Designation Program and you must have an undergraduate degree.

The scholarship covers all tuition and fees for enrollment in the Foundations in Financial PlanningSM Program.

Download Application

 

 

Other Scholarships:

Military Master of Science, Personal Financial Planning Scholarship

These scholarships are awarded annually to promote professionalism in the financial planning field, and specifically to an active member of the armed services, a reservist, or the spouse of an active duty or reservist military. They are awarded annually to qualified students who are interested in pursuing a Master of Science Degree in Personal Financial Planning.

Community Service

An assessment of community service involvement will be based on factors including your participation in public service causes, committees, and organizations. Awards, speaking engagements, or other types of recognition also will be considered by the College committee.

Commitment to the Profession

You must provide a written statement describing your commitment to the profession of personal financial planning and why you should receive the Military Master of Science in Personal Financial Planning Scholarship. Your statement should be limited to one page.

Download Application

 

Military Master of Science in Finance Degree Scholarship

These scholarships are awarded annually to promote professionalism in the finance field, and specifically to an active member of the armed services, a reservist, or the spouse of an active duty or reservist military. They are awarded annually to qualified students who are interested in pursuing a Master of Science Degree in Finance.

Community Service

An assessment of community service involvement will be based on factors including your participation in public service causes, committees, and organizations. Awards, speaking engagements, or other types of recognition also will be considered by the College committee.

Commitment to the Profession

You must provide a written statement describing your commitment to the profession of personal financial planning and why you should receive the Military Master of Science in Finance Degree Scholarship. Your statement should be limited to a maximum length of one page.

Download Application

 

Military CFP Certification Professional Education Program Scholarship

To promote professionalism in the financial planning field, and specifically to a member of the armed services or their spouse, this scholarship is awarded annually to a qualified student who is interested in pursuing a career in financial planning.

Community Service

An assessment of community service involvement will be based on factors including your participation in public service causes, committees, and organizations. Awards, speaking engagements, or other types of recognition also will be considered by the College committee.

Commitment to the Profession

You must provide a written statement describing your commitment to the profession of personal financial planning and why you should receive the Military CFP Certification Professional Education Program Scholarship. Your statement should be limited to one page.

Download Application

 

Military Financial Planning Education Scholarship

To promote professionalism in the financial planning field, and specifically to a member of the armed services or their spouse, this scholarship is awarded annually to a qualified student who is interested in pursuing a career in financial planning. Applicants will choose one of the following financial planning education programs:

  • Accredited Asset Management SpecialistSM or AAMS® Professional Designation Program
  • Accredited Domestic Partnership AdvisorSM or ADPA® Professional Designation Program
  • Accredited Portfolio Management AdvisorSM or APMA® Professional Designation Program
  • Accredited Wealth Management AdvisorSM or AWMA® Professional Designation Program
  • Chartered Retirement Planning CounselorSM or CRPC® Professional Designation Program
  • Chartered Retirement Plans SpecialistSM or CRPS® Professional Designation Program
  • Chartered Mutual Fund CounselorSM or CMFC® Professional Designation Program
  • Foundations in Financial PlanningSM (RP®) Professional Education Program

Community Service

An assessment of community service involvement will be based on factors including your participation in public service causes, committees, and organizations. Awards, speaking engagements, or other types of recognition also will be considered by the College committee.

Commitment to the Profession

You must provide a written statement describing your commitment to the profession of personal financial planning and why you should receive the Military Financial Planning Education Scholarship. Your statement should be limited to one page.

Download Application

 

Military Spouse Foundations in Financial PlanningSM Scholarship

To promote professionalism in the financial planning field, and specifically to military spouses, scholarships are awarded annually to five qualified students who are interested in pursuing a career in financial planning.

Community Service

An assessment of community service involvement will be based on factors including your participation in public service causes, committees, and organizations. Awards, speaking engagements, or other types of recognition also will be considered by the College committee.

Commitment to the Profession

You must provide a written statement describing your commitment to the profession of personal financial planning and why you should receive the Military Spouse Foundations in Financial PlanningSM Education Scholarship. Your statement should be limited to one page.

Download Application

 

For more information about Military and Veterans Programs Click Here.

The College is a 2014-2015 Military Friendly School

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