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Weekend of June 21st Customers will be unable to purchase from the website. However testing will still be available.

COLLEGE PROGRAMS SCHOLARSHIPS AND INTERNSHIPS
DAVID M. KING MERIT SCHOLARSHIP
NAUHEIM MERIT SCHOLARSHIP
FPA INTERNSHIP PROGRAM
DAVID M. KING MERIT SCHOLARSHIP

Awarded annually to an individual who is new to the financial planning field (less than five years) and who shows significant potential for industry leadership.

This scholarship honors the achievements of David M. King, who held the position of board chairman at three major financial planning organizations: The College for Financial Planning (1983-1985); The Institute for Certified Financial Planners (1979-1980); and the first Chairman of the Certified Financial Planner Board (1985-1987).

  • To be eligible for this scholarship, nominees cannot be currently enrolled in the CFPâ Certification Professional Education Program.
  • Must have an undergraduate degree.
  • Deadline for submission of nominations to the College for Financial Planning is April 1st annually.
  • Nominations for candidates are accepted from both individuals and companies.
  • Applicants will be informed no later than July 31 each year of the scholarship committee's decisions.
  • The scholarship covers tuition and fees (not including textbooks) for enrollment in the College's CFPâ Certification Professional Education Program.

Experience
You must have less than five years of experience in financial planning or a related field. Specific criteria include: your work experience during the last five years; licenses, designations, recognitions received, or any academic accomplishments; and unsolicited letters from past clients.

Leadership
Leadership qualities may be evidenced by such criteria as: supervisory experience, business management skills, seminar presentations, committee chairmanships, and any non-work-related positions of authority or responsibility.

Community Service
An assessment of community service involvement will be based on factors including your participation in public service causes, committees and organizations. Awards, speaking engagements, or other types of recognition also will be considered by the College committee.

Commitment to a Career in Financial Planning
You must provide a written statement describing your commitment to become a CFPâ certificant. In addition, your supervisor or nominator should provide a written statement describing your potential as a CFPâ certificant and why you should receive this award. Each statement should be limited to a maximum length of one 8 1/2" x 11" page, or the equivalent.

David M. King Merit Scholarship nomination form

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NAUHEIM MERIT SCHOLARSHIP

Awarded annually to a recipient with five or more years of experience in the financial planning profession to assist in satisfying the educational requirement for the CFP® certification.

This scholarship is in honor of the late Ferdinand Nauheim, a founding father of the College and the second chairman of its Board of Regents. 

In choosing the recipient, the College reviews nominations of individuals who have already achieved outstanding success in financial planning and who show promise of being future industry leaders.

  • To be eligible for this scholarship, nominees cannot be currently enrolled in the CFPâ Certification Professional Education Program.
  • Must have an undergraduate degree.
  • Deadline for submission of nominations to the College for Financial Planning is April 1 annually.
  • Nominations for candidates are accepted from both individuals and companies.
  • Applicants will be informed no later than July 31 each year of the scholarship committee's decisions.
  • The scholarship covers tuition and fees (not including textbooks) for enrollment in the College's CFPâ Certification Professional Education Program.

Experience in the Financial Planning Field
You must have five or more years of experience in financial planning or a closely related field. Specific criteria include: your work experience during the last five years; licenses, designations, recognitions received, or any academic accomplishments; and unsolicited letters from past clients.

Leadership
Leadership qualities may be evidenced by such criteria as: supervisory experience, business management skills, seminar presentations, committee chairmanships, and any non-work-related positions of authority or responsibility.

Community Service
An assessment of community service involvement will be based on factors including your participation in public service causes, committees, and organizations. Awards, speaking engagements, or other types of recognition also will be considered by the College committee.

Commitment to a Career in Financial Planning
You must provide a written statement describing your commitment to become a CFPâ certificant. In addition, your supervisor or nominator should provide a written statement describing your potential as a CFPâ certificant and why you should receive this award. Each statement should be limited to a maximum length of one 8 1/2" x 11" page, or the equivalent.

Nauheim Merit Scholarship nomination form

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FPA INTERNSHIP PROGRAM

The Financial Planning Association developed their Internship Program to match individuals looking for internships opportunities with financial planning firms/planners seeking interns. To learn more about this opportunity visit http://www.fpanet.org/member/practice_center/services/internships/.

The ideal candidates for this program have completed a financial planning degree program, a financial planning certificate program, or are in the final stage of their studies (these programs must be registered with the Certified Financial Planner Board of Standards Inc.).

The program features:

  • Online listing of internship positions
  • Online listing of prospective interns’ résumés
  • Testimonials on the value of internships
  • Guidelines for planners setting up a financial planning internship
  • Guidelines for prospective interns seeking internships
  • Best Practices from successful internships
  • Process to provide FPA feedback on internships

 

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CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.