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FinServ Foundation
  • Home
  • Our Impact
  • Who We Are
  • Get Involved
  • Donate
  • Scholarships
  • Application
  • Podcast

FInSErv Scholarships

Industry Exam and Review Scholarships

  

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. 

CFP Exam and Review Course Scholarship

This will cover  for the full Cost of the CFP Exam Fee Registration and Kaplan review course. $2,000

Series 7 Exam and Review Course Scholarship

Cover the full cost of the Series 7 Exam and the Kaplan review materials. $600 

SIE Exam and Review Course Scholarship

Cover the full cost of the SIE exam and review course with Dalton.  $400

AIF Exam, Education, and Review Materials Scholarship

Cover the full cost of the AIF designation education program and the exam. $750

Download Application Here

For a scholarship application please download the application below and email it to president@finservfoundation.org

Scholarship Request Form (pdf)Download

Help Our Cause - CFP

$2,000.00
Pay with PayPal or a debit/credit card

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 

Help Our Cause - $750 AIF

$750.00
Pay with PayPal or a debit/credit card

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 

Help Our Cause - $600 Series 7

$600.00
Pay with PayPal or a debit/credit card

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 

Help Our Cause - $500 SIE

$500.00
Pay with PayPal or a debit/credit card

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 

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