The CFP Board Center for Financial Planning (“Center”) and Mission Wealth Management, LP announced today the launch of Mission Wealth Scholars, a scholarship program that aims to advance the financial planning profession by providing financial assistance to individuals pursuing CFP® certification who are from populations underrepresented in the profession.
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The scholarship will award up to $5,000 per student seeking to complete the financial planning education coursework at a CFP Board Registered Program, either at the undergraduate or certificate level.
Eligible scholarship candidates must be U.S. residents and enrolled in an undergraduate or certificate-level CFP Board Registered Program at a college or university located in either Arizona, California, Colorado, Florida, Georgia, Illinois, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Texas or Washington state.
Alternatively, candidates must be residents of one of the approved states and enrolled in an online program at the time the award is issued. Candidates must have a demonstrated financial need or must be from the financial planning profession’s underrepresented populations in terms of gender, race, ethnicity, disability or sexual orientation.
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“CFP Board’s partnership with Mission Wealth represents another step forward in our efforts to expand the financial planning talent pipeline and diversify the profession,” said CFP Board CEO Kevin R. Keller, CAE. “The Mission Wealth Scholars program will help us usher in the next generation of talented CFP® professionals.”
The CFP Board Center for Financial Planning has partnered with Mission Wealth to offer this scholarship in furtherance of its mission to create a more diverse and sustainable financial planning profession, so that all Americans can have access to competent and ethical financial planning advice.
“Mission Wealth is thrilled to create opportunities for individuals of diverse backgrounds to pursue a financial planning career and help our clients navigate every stage of their financial life,” said Mission Wealth Founder and Chief Impact Officer Seth Streeter. “The CFP® certification is a critical tool in our mission to help our clients enjoy financial independence, and we are proud that the Mission Wealth Scholars program will serve as a launchpad for the careers of diverse CFP® professionals.”
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