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 (less than five years) and who shows significant potential for 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

Nauheim Merit Scholarship

Awarded annually to an individual with five or more years of experience in the financial planning profession to assist them in satisfying the educational requirement for CFP® Certification.

In choosing the recipient, the College reviews nominations of individuals who have already achieved outstanding success in financial planning and who show promise of being future industry leaders.

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

Nauheim Merit Scholarship Nomination Form

Ginger E. Current Merit Scholarship

Awarded up to three times per year to students who are completing the educational requirement for CFP® Certification and are preparing to sit for the CFP® Certification Examination.

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 have already achieved outstanding success in their financial planning education and who show promise of successfully passing the CFP® Certification Examination.

The scholarships cover all costs associated with enrollment in one of the College’s CFP® Certification Examination review classes, including our popular Live Reviews (excluding travel expenses).

Ginger E. Current Merit Scholarship Nomination Form

Foundations in Financial PlanningSM Scholarships

Financial Planning Association (FPA) Merit Scholarship

In order to reward outstanding assistants of CFP® certificants who have shown dedication to the financial planning industry, the College and FPA offer up to two scholarships per year to expand the knowledge and skills of those assisting CERTIFIED FINANCIAL PLANNERTM certificants.

In choosing the recipients, the College and FPA review nominations of individuals who have already achieved outstanding success in supporting financial planning and who show promise of being future industry leaders.

These scholarships cover all costs associated with enrollment in the College’s self-study Foundations in Financial PlanningSM for the RP® Designation

FPA Merit Scholarship Nomination Form

National Association of Personal Financial Advisors (NAPFA) Merit Scholarships

In order to reward outstanding assistants of CFP® certificants who have shown dedication to the financial planning industry, the College and NAPFA offer up to two scholarships per year. In choosing the recipients, the College and NAPFA review nominations of individuals who have already achieved outstanding success in supporting financial planning and who show promise of being future industry leaders.

These scholarships cover all costs associated with enrollment in the College’s self-study Foundations in Financial PlanningSM for the RP® Designation

NAPFA Merit Scholarship Nomination Form

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 the professional financial planner. 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.

Loren Dunton Merit Scholarship Nomination Form

Financial Analysis Level I Scholarship

To promote professionalism in financial analysis, this scholarship is awarded annually to a qualified U.S. citizen master’s student who is interested in pursuing the CFA Institute’s Chartered Financial Analyst (CFA) Level I Exam.

The scholarship covers tuition for the Graduate Certificate in Financial Analysis (study materials and textbooks not included).

Financial Analysis Scholarship Nomination Form

Hal Lenhart Memorial Financial Analysis Scholarship

To promote professionalism in financial analysis, this Scholarship is awarded annually to a master’s student who is interested in pursuing the Master of Science Financial Analysis major with the College. The scholarship covers remaining tuition for the Master of Science degree program (study materials and textbooks not included)

To be eligible for this scholarship, you must have applied for and been accepted into the College for Financial Planning’s Master of Science degree program, Financial Analysis major, no later than April 1 of the current year.

Hal Lenhart Memorial Financial Analysis Scholarship Nomination Form

Retirement Planning Scholarships

Ginger E. Current Retirement Designation Merit Scholarship

Awarded up to three times per year 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 the self-study or online instructor-led MENTOR coursework for either the CRPC® or CRPS® educational program.

Ginger E. Current Retirement Designation Merit Scholarship Nomination Form

 

Other Scholarships:

Military Master of Science, Personal Financial Planning 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 master’s student who is interested in pursuing a Master of Science Degree in Personal Financial Planning.

Qualifying Factors

  • Scholarship applicants must have applied for and been accepted into the College’s Graduate Degree Programs.
  • The scholarship will cover all remaining courses needed to complete the degree.
  • Deadline for submission to the College for Financial Planning is September 1 annually.
  • Applicants will be informed no later than December 31 each year of the scholarship committee’s decisions.
  • One scholarship per year will be awarded to an applicant in each of the following categories:
    • An active duty member of the armed services
    • An active duty reservist of the armed services
    • A spouse of an active duty member of the armed services
  • Applicants must submit evidence of eligibility.

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

To promote professionalism in the fields of finance or financial analysis, and specifically to a member of the armed services or their spouse, this scholarship is awarded annually to a qualified master’s student who is interested in pursuing a Master of Science in Finance (M.S.F.) Degree or a Master of Science in Finance (M.S.F.) Degree, Financial Analysis Major.

Qualifying Factors

  • Scholarship applicants must have applied for and been accepted into the College’s Master of Science in Finance Degree program.
  • The scholarship will cover all remaining courses needed to complete the degree.
  • Deadline for submission to the College for Financial Planning is September 1 annually.
  • Applicants will be informed no later than December 31 each year of the scholarship committee’s decisions.
  • One scholarship per year (either in the Master of Science in Finance Degree or Master of Science in Finance Degree, Financial Analysis Major) will be awarded to an applicant in each of the following categories:
    • An active duty member of the armed services
    • An active duty reservist of the armed services
    • A spouse of an active duty member of the armed services
  • Applicants must submit evidence of eligibility.

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.

Qualifying Factors

  • Scholarship applicants must not be currently enrolled in the College’s CFP Certification Professional Education program.
  • Scholarship applicants must have an undergraduate degree.
  • The scholarship covers tuition and fees for enrollment.
  • Deadline for submission to the College for Financial Planning is September 1 annually.
  • Applicants will be informed no later than December 31 each year of the scholarship committee’s decisions.
  • One scholarship per year will be awarded to an applicant in each of the following categories:
    • An active duty member of the armed services
    • An active duty reservist of the armed services
    • A spouse of an active duty member of the armed services
  • Applicants must submit evidence of eligibility.

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

Qualifying Factors

  • Scholarship applicants must not be currently enrolled in the financial education program for which they are applying.
  • Scholarship applicants must have an undergraduate degree.
  • The scholarship covers tuition and fees for enrollment.
  • Deadline for submission to the College for Financial Planning is September 1 annually.
  • Applicants will be informed no later than December 31 each year of the scholarship committee’s decisions.
  • One scholarship per year will be awarded to an applicant in each of the following categories:
    • An active duty member of the armed services
    • An active duty reservist of the armed services
    • A spouse of an active duty member of the armed services
  • Applicants must submit evidence of eligibility.

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.

Qualifying Factors

  • Scholarship applicants must not be currently enrolled in the Foundations in Financial PlanningSM program.
  • The scholarship covers tuition and fees for enrollment.
  • Deadline for submission to the College for Financial Planning is September 1 annually.
  • Applicants will be informed no later than December 31 each year of the scholarship committee’s decisions.
  • Applicants must submit evidence of eligibility.

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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