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

  • Students from populations underrepresented in financial planning (by gender, race, ethnicity, or sexual orientation)
  • Students who have demonstrated financial need

Other requirements

  • Enrolled in CFP Board Registered Programs

Overview

Geographic Scope: United States

Focus Areas:

  • Empowerment through education
  • Supporting underrepresented populations in financial planning
  • Gender, race, ethnicity, and sexual orientation diversity

Eligibility:

  • Students from populations underrepresented in financial planning (by gender, race, ethnicity, or sexual orientation)
  • Students who have demonstrated financial need
  • Enrolled in CFP Board Registered Programs

Award Information:

  • $5,000 for students in CFP Board Registered Certificate Program
  • $10,000 for students in financial planning-aligned undergraduate program
  • To date, 70 scholarships totaling over $357,000 have been awarded

Background:
Celebrates the life of its namesake and focuses on empowering women and other underrepresented populations through education. Named after Deena Jo Heide-Diesslin.

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

  • Women
  • Minorities
  • Diversity
  • LGBTQ
  • Professional development

Categories

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