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FPA DFW Scholarship Program

 

                



The mission of the Financial Planning Association of Dallas/Fort Worth is to foster excellence in the practice of financial planning and to promote the value of becoming a CFP® professional.

 

There are two types of merit-based awards available, and financial need is not a consideration.  An applicant may be considered for both types of awards with one application. Scholarships are awarded to those who have not already secured alternate scholarships for the same expense.

 

The decision to award these scholarships shall be made at the full discretion of the FPA-DFW Scholarship Program Selection Committee.  All applicants are responsible for reading, understanding and abiding by all of the guidelines.


Type 1:  CFP® Exam Fee Scholarship

 

Dennis Carpenter, CFP® Merit Scholarship

Pamela Yip Memorial Merit Scholarship

SFMG Wealth Advisors Merit Scholarship in Honor of Barry Evans, CFP®

 

The scholarships listed above entitle the recipient to a $600 merit-based CFP® Exam reimbursement.  All awards will be paid in arrears once all criteria have been met including passing the exam.  No partial awards will be granted. 

 

Type 2:  CFP® Exam Preparation Scholarship

 

Peggy Everson, CFP® Memorial Merit Scholarship

Quest Capital Management Merit Scholarship in Honor of E.W. “Woody” Young, CFP®

 

The scholarships listed above entitle the recipient to up to $1,200 toward the enrollment cost of a CFP®-Exam Preparation review course.  It is intended to reimburse the applicant only for the actual enrollment costs -- not travel, meals, calculators, or other expenses of attendance.  All awards will be paid in arrears once all criteria have been met.

 

 

Application deadline:  April 15, 2020

 

Questions?  Contact scholarship@fpadfw.org

 

CLICK HERE to download the detailed scholarship packet

 

CLICK HERE to download the form field PDF application

 

 

 

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