Dalton Education CFP Exam Review Scholarship
Certified Financial Planner Board of Standards Center for Financial Planning
Funding Amount
Full cost of CFP exam review course
Deadline
Deadline not published
Grant Type
Foundation
Deadline history & next window
- Cycle
- Annual
- Tracked since
- April 2026
Source: the cycle recorded on this listing. Confirm dates with the funder.
Overview
Geographic Scope: United States
Focus Areas:
- Supporting exam-takers preparing for CFP® certification
- Increasing number of educated and credentialed minority individuals in financial planning
- Supporting career changers and new-to-field professionals
Award Information:
- Covers full cost of CFP® exam review course provided by Dalton Education
- To date, 21 scholarships totaling $29,000+ have been awarded
Background:
Established in 2021 by Dalton Education. Part of Dalton Education's ongoing effort to bolster diversity in financial planning by helping career changers and new-to-field professionals attain CFP® certification.
Contact Information:
- CFP Board Center for Financial Planning
- 1425 K Street NW #800
- Washington, DC 20005
- Phone: 800-487-1497 (Toll-Free)
- Email: [email protected]
What Certified Financial Planner Board of Standards Center for Financial Planning actually gave
Source: IRS Form 990, 2024
- Grants in 2024
- 1
- Total given
- $50K
- Median grant
- $50K
- By dollars: District of Columbia 100%. Top recipient cities: Washington, DC.
Example grants
Foundation for Financial Planning · Washington, DC
To support the foundation's mission to help vulnerable families and individuals take…
$50K
Focus Areas & Funding Uses
Fields of Work
- Minorities
- Diversity
- Professional development
Categories
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