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FINANCIAL ANALYSIS SCHOLARSHIP NOMINATION FORM

Qualifications

Mon., Sept. 6: In observance of Labor Day, the College for Financial Planning will be closed. Online testing will be available; however, online testing support will not be available.

Nominee Information

Prefix:
First Name:
Middle Initial:
Last Name:
Place of Employment:
    
Address:
City:
State:
Zip Code:
Country:
    
Residence Telephone:
Business Telephone:
    
Last Four SSN:
Date of Birth(Month/Day/Year):
Citizen of (country):

Nominator Information

Prefix:
First Name:
Middle Initial:
Last Name:
Place of Employment:
    
Address:
City:
State:
Zip Code:
Country:
    
Business Telephone:
    
Citizen of (country):

(Please complete all sections. If sufficient space has not been provided on this form, please attach all additional comments.)

SECTION 1 - Nominee History

A. Employment history. (Beginning with the most recent experience.)

From
Mo/Yr:
To
Mo/Yr:
Firm:
Address:
Title and Job Description:
Supervisor's Name and Title:
    

From
Mo/Yr:
To
Mo/Yr:
Firm:
Address:
Title and Job Description:
Supervisor's Name and Title:
    

From
Mo/Yr:
To
Mo/Yr:
Firm:
Address:
Title and Job Description:
Supervisor's Name and Title:
    

From
Mo/Yr:
To
Mo/Yr:
Firm:
Address:
Title and Job Description:
Supervisor's Name and Title:
    

From
Mo/Yr:
To
Mo/Yr:
Firm:
Address:
Title and Job Description:
Supervisor's Name and Title:
    

From
Mo/Yr:
To
Mo/Yr:
Firm:
Address:
Title and Job Description:
Supervisor's Name and Title:
    

From
Mo/Yr:
To
Mo/Yr:
Firm:
Address:
Title and Job Description:
Supervisor's Name and Title:
    

B. Nominee Education

From
Mo/Yr:
To
Mo/Yr:
Institution:
Location:
Degree(s) Held:
    

From
Mo/Yr:
To
Mo/Yr:
Institution:
Location:
Degree(s) Held:
    

SECTION 2 - Leadership. Describe areas in which the nominee has exhibited qualities of leadership.

A. Professional committees/offices held

B. Seminars attended/conducted; publications authored

C. Other activities where leadership was evidenced

SECTION 3 - Community Service. Describe areas in which the nominee has contributed to the community.

A. Awards/recognition received

B. Speaking engagements

C. Volunteer committee work

D. Other (Please be specific)

SECTION 4 - Additional Materials

Applicants must mail or fax the following materials, listed below, by April 1 of the current year.

A. Current résumé.

B. Statement of goals. Should not exceed one 8-by-11-inch typed page.

C. Two letters of recommendation from professional contacts. Letters should not exceed one 8-by-11-inch typed page.

College for Financial Planning
Scholarship Committee
8000 E. Maplewood Ave.
Suite 200
Greenwood Village, CO 80111

Fax: 303-220-4941

   

 
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Notice to Users
 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.