CFP Exam Scholarships

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.

Each recipient will be invited to attend the 2024 FPA DFW awards ceremony in Dallas on October 1st. This is not requisite, but we hope you are able to join!

Type 1: CFP® Exam Fee Scholarship

This scholarship entitles the recipient to a $825 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. 2023 Award recipients must pass after January 1, 2024 and before December 31, 2025 to receive their scholarship payment.

Type 2: CFP® Exam Preparation Scholarship

This scholarship entitles the recipient to up to $1,400 toward the enrollment cost of a CFP®-Exam Preparation review course. It is intended to reimburse the applicant only for the actual enrollment costs and the cost of study materials -- not travel, meals, calculators, or other expenses of attendance. All awards will be paid in arrears once all criteria have been met. This award can only be claimed once between January 1, 2024 and December 31, 2025.

Donor Opportunities

If you would like to make a donation to one of the FPA DFW scholarship funds you may now do so online. Click on the scholarship you would like to contribute to where you can conveniently donate online via The Dallas Foundation website. There is an additional 3% processing fee and you have the option to gross up your contribution to cover the fee. 

FPA DFW Professional Development Scholarship Fund
Dennis Carpenter, CFP® Merit Scholarship
Peggy Everson, CFP® Memorial Merit Scholarship
Pamela Yip Memorial Merit Scholarship
E.W. "Woody" Young, CFP® Memorial Merit Scholarship
SFMG Wealth Advisors Merit Scholarship in Honor of Barry Evans, CFP®

Questions? Contact 
Click here to download the 2024 scholarship application

Applications must be received on or before April 23, 2024