Schwab Advisor Services Donates $150,000 to the Women’s Initiative (WIN) Endowed Scholarship
CFP® Certificants in the News
The CFP Board has announced a generous donation of $150,000 from Schwab Advisor Services, in collaboration with the Charles Schwab Foundation, to support the Women’s Initiative (WIN) Endowed Scholarship. This contribution raises the total scholarship fund to $500,000, reaching the required amount for the scholarship to begin awarding financial support. The WIN Endowed Scholarship is designed to help the next generation of women pursuing CFP® certification by providing financial aid to qualified female students and professionals.
As a Founding Sponsor of the CFP Board Center for Financial Planning, Schwab Advisor Services and the Charles Schwab Foundation have been key partners since 2015, supporting CFP Board’s efforts to create a more diverse and inclusive financial planning workforce.
Recipients of the WIN Endowed Scholarship can receive up to $5,000 to complete undergraduate or certificate-level CFP Board Registered Programs. Once they finish the necessary coursework, they will be eligible to take the CFP® exam and pursue certification.
To learn more, click the link below.
