Applications are Currently Closed

It’s a free, two-year program designed for college sophomores and juniors aspiring to become financial planners or wealth managers. 

• A 6-month mentorship with an industry professional at the start of the program. 
• The opportunity to attend 1 industry conference after you complete the mentorship.
• Monthly, one-hour virtual coaching calls for 2-years that cover developing a variety of hard and soft skills as well as industry knowledge. 

This is a program that is designed for students who are pretty certain they want to become financial planners and wealth advisors, not an exploratory program. 

College sophomores and juniors in the United States with aspirations for a career in financial planning or wealth management. 

Since the FinServ Foundation Fellowship is a 2-year program, we typically only accept sophomores and juniors since this program is designed to be completed during your time as a student and prepare you for full-time work. 

Passion, a clear why story for becoming a wealth manager or financial planner, and a detailed application. 

Applications that lack detail and/or are clearly copy and pasted from AI will be rejected.  

Coaching calls are scheduled the end of the month on a Monday or Wednesday at 6:00 PM EST. Calendar invites will be sent out months before they occur. All sessions are recorded, so if you're unable to attend, it's required you watch them. The coaching calls are a very critical part of the program!

2-3 hours a month for the 24 months.

Currently, our program doesn't pair up Fellows with internships, but we do have a GroupMe where we regularly send out internships, full-time jobs, and opportunities. 

Yes! We offer a handful of CFP®, SIE, and AIF prep course scholarships. Information about those applications will be sent out to Fellows when the applications open. 

We also encourage you to seek out scholarships offered at your university of the CFP® Board website!