About the FARE CFP Board Inclusion Program
Important Dates:
- Application Deadline: April 8, 2025
- Award Decision Notification: June 2, 2025
- FARE Launch Date: September 2020 (organization background)
Important Links:
- CFP Board Website
- For media inquiries or further information about FARE, please contact Nicole Ridley, FARE’s Head of Operations, at nridley@thefare.org
Applications will open in Spring 2026
Our Sponsors
About the CFP Board
Leading the Way in Financial Planning Excellence
- Sets and maintains professional standards for U.S. financial planners
- Administers the respected CFP® certification
- Recognized as the leading credential in financial planning
- Operates the Center for Financial Planning to support industry growth
- Supports professionals through research, scholarships, and career programs
PURPOSE:
Expand access to financial planning careers by supporting individuals from historically underrepresented communities. By reducing the financial barriers to entry, the scholarship ensures that more aspiring professionals can pursue the rigorous educational requirements needed to obtain CFP® certification—an essential credential in the industry.
This initiative aims to build a more inclusive pipeline of financial planners by offering up to $7,000 per recipient for enrollment in a CFP Board Registered Program at the undergraduate or certificate level. The financial assistance not only helps recipients complete their studies but also equips them with the knowledge and credentials needed to thrive and lead in the financial services field.
At its core, the scholarship is a strategic investment in the future of the profession. It reflects FARE’s and the CFP Board’s shared commitment to diversity, innovation, and community representation. By empowering more diverse candidates to enter and succeed in the industry, the scholarship contributes to building a financial services profession that better serves all individuals and communities.
CFP Scholarship
Undergraduate Students
- Supports individuals from historically underrepresented communities
- Provides up to $7,000 for CFP® certification education
- Reduces financial barriers to entry into the profession
- Helps recipients gain essential credentials and industry knowledge
- Expanding access to financial services careers for aspiring professionals across communities
PROCESS:
Expand access to financial planning careers by supporting individuals from historically underrepresented communities. By reducing the financial barriers to entry, the scholarship ensures that more aspiring professionals can pursue the rigorous educational requirements needed to obtain CFP® certification—an essential credential in the industry.
This initiative aims to build a more inclusive pipeline of financial planners by offering up to $7,000 per recipient for enrollment in a CFP Board Registered Program at the undergraduate or certificate level. The financial assistance not only helps recipients complete their studies but also equips them with the knowledge and credentials needed to thrive and lead in the financial services field.
At its core, the scholarship is a strategic investment in the future of the profession. It reflects FARE’s and the CFP Board’s shared commitment to diversity, innovation, and community representation. By empowering more diverse candidates to enter and succeed in the industry, the scholarship contributes to building a financial services profession that better serves all individuals and communities.
ELIGIBILITY:
To be eligible, the student must meet the following criteria:
Be nominated by themselves, an instructor, a supervisor, or a mentor
Be an undergraduate student enrolled in good standing
Be studying a business-related major or minor and show a strong interest in a financial services career
Demonstrate leadership qualities and academic potential
Program Requirements
The CFP Scholarship is for undergraduate students in business-related fields who show leadership, academic promise, and a strong interest in financial services, and who are nominated by themselves or a mentor.
CFP Scholarship
Accepted students must:
- Be nominated by themselves, an instructor, a supervisor, or a mentor
- Be an undergraduate student enrolled in good standing
- Be studying a business-related major or minor and show a strong interest in a financial services career
- Demonstrate leadership qualities and academic potential
Application Window is closed
Applications will open Spring 2026
FARE FARE CFP Board Inclusion Scholarship FAQ's
What Are The Program Requirements
- Be nominated by themselves, an instructor, a supervisor, or a mentor
- Be an undergraduate student enrolled in good standing
- Be studying a business-related major or minor and show a strong interest in a financial services career
- Demonstrate leadership qualities and academic potential
Who Can Nominate A Student
Students can be nominated by themselves, OR be nominated by an instructor, OR be nominated by a supervisor, OR be nominated by a mentor
2025 FARE Mentorship & CEEE NextGen Program Application Form
ELIGIBILITY:
To be eligible, the student must meet the following criteria:
- Be nominated by themselves, an instructor, a supervisor, or a mentor
- Be an undergraduate student enrolled in good standing
- Be studying a business-related major or minor and show a strong interest in a financial services career
- Demonstrate leadership qualities and academic potential
PROGRAM REQUIREMENTS:
Accepted students must:
- Complete all program forms, including the CAAFP registration form
- Finish the Know Yourself, Grow Your Wealth certificate program by June 1, 2025, if not already completed
- Participate in the pre-conference workshops, hosted in collaboration with FARE
- Attend the CAAFP at the Signia by Hilton in Atlanta, GA, from August 11-13, 2025
- To make the most of the program, we ask that students attend all scheduled orientation and mentoring sessions, please listen attentively, take notes, and be ready to share reflections and/or ask questions
QUESTIONS:
Contact Tori Phillips, CEEE Program Director, at tori.phillips@theamericancollege.edu and FARE Program at info@thefare.org
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Student Testimonials
Student testimonials show how much we appreciate the support and opportunities that help us grow and succeed.
I have been a part of FARE’s programming since my freshman year of college, and the experiences it has granted me are truly one of a kind. My involvement with FARE has given me tools to be successful in life post grad, and I would highly recommend for others students to get involved as early as possible.
