Funding Amount

Up to $5,000

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 Black or African American students and professionals

Other requirements

  • Committed to attaining CFP® certification
  • Committed to practice of financial planning
  • Seeking to complete undergraduate-level or certificate-level CFP Board Registered Program
  • Demonstrated merit and financial need

Overview

Geographic Scope: United States

Focus Areas:

  • Supporting next generation of diverse CFP® professionals
  • Building diverse financial planning workforce
  • Supporting Black or African American students and professionals

Eligibility:

  • Qualified Black or African American students and professionals
  • Committed to attaining CFP® certification
  • Committed to practice of financial planning
  • Seeking to complete undergraduate-level or certificate-level CFP Board Registered Program
  • Demonstrated merit and financial need

Award Information:

  • Up to $5,000 per student
  • For undergraduate-level or certificate-level CFP Board Registered Programs

Background:
Created to support the next generation of diverse CFP® professionals. Named after LeCount R. Davis, CFP®, celebrated as a pioneer in the profession. Celebrates commitment to building diverse workforce in financial planning.

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

  • Black-owned businesses
  • Minorities
  • Professional development

Categories

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