Goal: Remove the financial burden and hurdle of 100 FinServ Foundation fellows in 2023 to enter into the financial services profession by providing scholarships for certification and regulatory exams.
Process: Join FinServ Foundation as a student or recent graduate fellow. Apply or be employed to work in financial services. Submit an application to receive the scholarship by affirming that your employer does not cover the costs of the exam and that it is a way for you to enhance your career in financial services. Included is an essay on why FinServ and Financial services is important to you and the community you want to serve.
Support a student, career changer, or young professional in achieving their goals. Help remove hurdles and provide for the future of our profession by donating now.
To be eligible you must be a FinServ Foundation current or past fellow and fill out the below application.
This will cover for the full Cost of the CFP Exam Fee Registration and Kaplan review course. $2,000
Cover the full cost of the Series 7 Exam and the Kaplan review materials. $600
Cover the full cost of the SIE exam and review course with Dalton. $400
Cover the full cost of the AIF designation education program and the exam. $750
For a scholarship application please download the application below and email it to president@finservfoundation.org
Your support and contributions will enable us to meet our goals and fund our mission.
$2,000 to support a CFP scholarship recipient
$750 to support an AIF scholarship recipient
$600 to support a Series 7 scholarship recipient
$500 to support an SIE scholarship recipient
Your support and contributions will enable us to meet our goals and fund our mission.
$2,000 to support a CFP scholarship recipient
$750 to support an AIF scholarship recipient
$600 to support a Series 7 scholarship recipient
$500 to support an SIE scholarship recipient
Your support and contributions will enable us to meet our goals and fund our mission.
$2,000 to support a CFP scholarship recipient
$750 to support an AIF scholarship recipient
$600 to support a Series 7 scholarship recipient
$500 to support an SIE scholarship recipient
Your support and contributions will enable us to meet our goals and fund our mission.
$2,000 to support a CFP scholarship recipient
$750 to support an AIF scholarship recipient
$600 to support a Series 7 scholarship recipient
$500 to support an SIE scholarship recipient