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.
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.
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 scholarship@fpadfw.org
Click here to download the 2025 scholarship application
Applications must be received on or before April 22, 2025
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2025 NexGen Gathering Scholarship Giveaway!
FPA DFW is proud to offer a Gathering Scholarship to one lucky NexGen-er! Please submit your entry to the link below for your chance to win entry to this year’s NexGen Gathering in Orlando, FL, worth up to $525! APPLY NOW
FPA NexGen Gathering is one of the only events designed specifically for those who are new to the financial planning profession. This event is for everyone getting ready to enter or are within their first eight years of being in the profession. Attend NexGen Gathering in Orlando, FL from August 26-28 for the opportunity to engage in thought-sharing conversational sessions, earn CE credit, and feel empowered about the change that you and your peers can bring to the industry.
Deadline to apply: June 1, 2025
Where: Hilton Orlando Lake Buena Vista
When: August 26-28, 2025
Criteria: You must be a first time NexGen Gathering attendee. Please submit a short paragraph on the application form as to how you think Gathering will be beneficial to you. Only apply for the scholarship if your company is not reimbursing you.
Logistics: You will need to register online for Gathering by July 1st and send a copy of your registration receipt to FPA DFW. FPA DFW will reimburse the registration costs, up to a maximum of $525.
For questions, contact FPA DFW NexGen Director, Shelby Henderson, nexgen@fpadfw.org.