Funding Amount

Not stated

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.

Can we apply?

Check your organization against each line. Taken from the listing; confirm with the funder's guidelines.

Eligible organizations

  • Qualified individuals pursuing CFP® certification

Other requirements

  • African American/Black candidates for CFP® certification

Overview

Geographic Scope: United States

Focus Areas:

  • Supporting diverse professionals pursuing CFP® certification
  • Increasing diversity in financial planning profession

Eligibility:

  • African American/Black candidates for CFP® certification
  • Qualified individuals pursuing CFP® certification

Award Information:

  • To date, 14 scholarships totaling $70,000 have been awarded
  • Generously funded by Facet with additional support from Jeff Stein, Triad Financial Advisors, Inc., and Warburg Pincus Foundation

Background:
Partnership between Facet and CFP Board Center for Financial Planning. Extension of Facet's mission to provide all families with benefits of a relationship with a CFP® professional, regardless of socioeconomic status or net worth.

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

IRS Form 990, 2024. Amounts as reported by the funder. Full 990 history →

Focus Areas & Funding Uses

Fields of Work

  • Minorities
  • Diversity
  • Professional development

Categories

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