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CFP Certification Scholarship List

Now, more than ever, financial advisors (and aspiring financial advisors!) are choosing to pursue CFP certification as a path to honing their expertise and better serving their clients. However, the cost of obtaining CFP certification, between the classes, CFP exam review, and even the CFP exam fee itself, can be prohibitive for many.

Fortunately, an increasing number of scholarships are now becoming available to CFP certificant candidates to help offset the cost of tuition (for either an undergraduate degree or certificate program that meets the required educational component), conferences, CFP exam prep classes, and exam fees. CFP certification scholarships are awarded both on a needs-based and merit-based basis, with a growing number of specific scholarships reserved for individuals from underrepresented groups to help improve the inclusivity of the financial advisor community.

In an effort to make these financial support programs more accessible, we are pleased to share the following list of scholarships. Additionally, the list can also be filtered by type of scholarship, eligible candidates, or application method (essay, interview, etc.), to make finding the most relevant opportunities even easier!

Our CFP certification scholarship database is regularly updated, so don’t forget to bookmark this page and check back frequently!

Are we missing a scholarship? Please let us know! Submit a scholarship here.

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Amount: $1, 045
Scholarship Type: CFP Exam Prep
Applicant Type: Open
Application Type: Online
Amount: $2, 500
Scholarship Type: College/University Tuition
Applicant Type: African Americans
Application Type: Online Application
Scholarship Type: Certification Tuition, Exam Review
Applicant Type: Financial Need
Application Type: Online
Amount: $2, 000
Scholarship Type: Certification Tuition
Applicant Type: Open, Underrepresented Populations
Application Type: Online
Amount: $5, 000
Scholarship Type: College/University Tuition
Applicant Type: Underrepresented Population
Application Type: Online Application
Amount: $3, 500
Scholarship Type: College/University Tuition
Applicant Type: Underrepresented Population
Application Type: Online Application
Amount: $5, 000
Scholarship Type: Certification Tuition, CFP Exam Fee
Applicant Type: Underrepresented Population
Application Type: Essay
Amount: $5, 000-$10, 000
Scholarship Type: Certification Tuition
Applicant Type: Underrepresented Population, Financial Need
Application Type: Online
Amount: $5, 000
Scholarship Type: Certification Tuition, CFP Exam Fee
Applicant Type: Underrepresented Population
Application Type: Essay
Amount: $5, 000-$10, 000
Scholarship Type: Certification Tuition, Undergraduate Tuition
Applicant Type: Underrepresented Population, Financial Need
Application Type: Online
Amount: Full Tuition
Scholarship Type: Certification Tuition
Applicant Type: Open
Application Type: Online
Amount: $7, 641
Scholarship Type: Certification Tuition, CFP Exam Prep
Applicant Type: Open
Application Type: Online Application
Amount: $1, 348 (Covers the cost of the College For Financial Planning's CFP Exam Review Program)
Scholarship Type: CFP Exam Prep
Applicant Type: Underrepresented Population
Application Type: Online Application
Amount: Full Tuition
Scholarship Type: Graduate Tuition
Applicant Type: Open
Application Type: Online
Amount: Full Tuition
Scholarship Type: College/University Tuition
Applicant Type: Underrepresented Population
Amount: $3, 000
Scholarship Type: Certification Tuition
Applicant Type: Minorities, Underrepresented Population, Women
Application Type: Online Application
Amount: Full Tuition for The Dalton Review
Scholarship Type: CFP Exam Prep
Applicant Type: Underrepresented Population
Application Type: Online
Amount: $5, 000
Scholarship Type: Certification Tuition, Undergraduate Tuition
Applicant Type: Underrepresented Population, Financial Need
Application Type: Online
Amount: $5, 000
Scholarship Type: Certification Tuition
Applicant Type: Underrepresented Population, Financial Need
Application Type: Online
Amount: $5, 000-$7, 000
Scholarship Type: Certification Tuition, Undergraduate Tuition
Applicant Type: Underrepresented Population, Financial Need
Application Type: Online
Amount: $600
Scholarship Type: CFP Exam Fee
Applicant Type: Location
Application Type: Paper Application
Amount: $600
Scholarship Type: CFP Exam Fee
Applicant Type: Location
Application Type: Paper Application
Amount: $1, 200
Scholarship Type: CFP Exam Prep
Applicant Type: Location
Application Type: Paper Application
Amount: $1, 200
Scholarship Type: CFP Exam Prep
Applicant Type: Location
Application Type: Paper Application
Amount: $600
Scholarship Type: CFP Exam Fee
Applicant Type: Location
Application Type: Paper Application
Amount: $1, 000
Scholarship Type: Certification Tuition, Undergraduate Tuition
Applicant Type: Open
Application Type: Email
Amount: $1, 000
Scholarship Type: Certification Tuition, CFP Exam Prep
Applicant Type: Open
Application Type: Online Application
Amount: $1, 000
Scholarship Type: Certification Tuition
Applicant Type: Location
Application Type: Online Application
Amount: $1, 000
Scholarship Type: Certification Tuition, CFP Exam Fee
Applicant Type: Location
Application Type: Online Application, Interview
Amount: $600
Scholarship Type: CFP Exam Fee
Applicant Type: Open
Application Type: Online Application, Essay
Amount: $825
Scholarship Type: CFP Exam Fee
Applicant Type: Location
Application Type: Paper Application
Amount: $3, 000
Scholarship Type: Exam Review, CFP Exam Fee
Applicant Type: Underrepresented Population
Application Type: Online
Amount: $5, 000
Scholarship Type: Certification Tuition, Undergraduate Tuition
Applicant Type: Underrepresented Population, Financial Need, Geographic
Application Type: Online
Amount: $1, 000
Scholarship Type: Certification Tuition
Applicant Type: Underrepresented Population
Application Type: Online Application
Amount: Full Exam Fee
Scholarship Type: CFP Exam Fee
Applicant Type: Open
Application Type: Online Application
Amount: $2, 500
Scholarship Type: College/University Tuition
Applicant Type: Women
Application Type: Online
Amount: $3, 000
Scholarship Type: Certification Tuition
Applicant Type: Open
Application Type: Paper Application
Amount: $5, 000
Scholarship Type: Certification Tuition, CFP Exam Fee
Applicant Type: Underrepresented Population
Application Type: Online
Amount: $5, 000
Scholarship Type: College/University Tuition
Applicant Type: Underrepresented Population, Location
Application Type: Online
Amount: $1, 000
Scholarship Type: Certification Tuition
Applicant Type: Underrepresented Population, Financial Need, Veteran
Application Type: Email
Amount: $10, 000
Scholarship Type: College/University Tuition
Applicant Type: Underrepresented Population, Open
Application Type: Unknown
Amount: Various
Scholarship Type: College/University Tuition
Applicant Type: Texas Tech University Students
Amount: Full Tuition
Scholarship Type: Certification Tuition
Applicant Type: African Americans
Application Type: Online Application
Amount: Full Tuition
Scholarship Type: Certification Tuition
Applicant Type: African Americans
Application Type: Online Application
Amount: $4, 450
Scholarship Type: Certification Tuition
Applicant Type: Military
Application Type: Interview, Documentation
Amount: $5, 000-$10, 000
Scholarship Type: Certification Tuition, Undergraduate Tuition
Applicant Type: Underrepresented Population, Financial Need
Application Type: Online
Amount: $5, 000
Scholarship Type: Certification Tuition
Applicant Type: Underrepresented Population, Financial Need
Application Type: Online
Amount: $200
Scholarship Type: CFP Exam Fee
Applicant Type: Organization Member
Application Type: Online Application
Amount: Full Exam Fee
Scholarship Type: CFP Exam Fee
Applicant Type: XYPN Member
Application Type: Online Application
Amount: Full Exam Fee
Scholarship Type: CFP Exam Fee
Applicant Type: Underrepresented Population
Application Type: Online Application
Sorry, there are no matching items, try a broader filter.

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advicers getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​