CFP Board Continues Its Diversity Focus
CFP® Certificants in the News
According to CFP Board “The Abacus Wealth Partners Scholarship for Increased Diversity in Financial Planning aims to advance the financial planning profession by providing financial assistance to students pursuing CFP® certification who are from populations underrepresented in the profession and have a financial need (emphasis added).”
About The Sponsor
Abacus Wealth Partners is a registered investment advisor (RIA) firm with 20 years of experience, manages billions in assets, and provides financial planning services to a broad range of clients. Quoting from CFP Board’s article, “Founded in 2002, Abacus Wealth Partners (Abacus) is a registered investment advisor (RIA) firm that manages approximately $3 billion in assets and provides financial planning services to more than 1,500 clients across the United States.”
Scholarship Awards and Requirements
Scholarship opportunities are available for “up to $5,000 per student seeking to complete an undergraduate-level or a certificate-level CFP Board Registered Program, either of which would qualify the student to sit for the CFP® exam.”
Candidates must:
- Be a U.S. resident,
- Identify as at least one of nine specified ethnicities,
- “Be enrolled in an undergraduate or certificate-level CFP Board Registered Program,” and
- Demonstrate financial need.
Other requirements apply.
Deadline
Mark your calendar—the deadline to apply is April 2, 2023. Applications must be submitted timely to https://www.cfp.net/get-certified/tools-and-resources/apply-for-a-scholarship/abacus-wealth-partners-scholarship-for-increased-diversity-in-financial-planning.
