Funding Amount

Full cost of CFP exam review course

Deadline

Rolling / Open

Grant Type

foundation

Overview

Dalton Education CFP Exam Review Scholarship

Status: Active

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]
  • Focus Areas & Funding Uses

    Fields of Work

    minoritiesdiversityprofessional-development

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