Parsec Financial CFP Certification Diversity Scholarship
Certified Financial Planner Board of Standards Center for Financial Planning
Funding Amount
$5,000 - $10,000
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 individuals from underrepresented populations in the profession
Geography
- Residents of Southeast United States
Other requirements
- Seeking to complete CFP Board Registered Programs
Overview
Geographic Scope: Southeast United States
Focus Areas:
- Supporting individuals from underrepresented populations in financial planning
- Diversity in financial planning profession
- Giving back to communities served
Eligibility:
- Qualified individuals from underrepresented populations in the profession
- Residents of Southeast United States
- Seeking to complete CFP Board Registered Programs
Award Information:
- Up to $5,000 for certificate-level CFP Board Registered Program students
- Up to $10,000 for baccalaureate program students
- To date, 4 scholarships totaling $20,000 have been awarded
Background:
Established in 2021 by Parsec Financial as extension of firm's fundamental values of giving back to communities it serves.
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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