Institutional Scholarships

The College for Financial Planning®—a Kaplan Company awards up to 60 scholarships per year (30 awarded in each of two cycles) to individuals from underrepresented groups pursuing CFP® certification.

The College created this scholarship to help correct long-standing disparities in CFP® certification and foster a more representative financial planning community

Each scholarship recipient will receive tuition and digital textbooks for the following*

Important Note: Due to the fixed schedule of classes, course extensions are not available to scholarship recipients.

* Scholarship does not cover the following: optional print books or cost of re-enrolling in a course if the scholarship recipient does not pass the course on initial attempt.

Scholarship recipients are expected to begin their coursework in the academic term immediately following their award notification. For the December 31st application deadline, classes will begin in March 2026. For the April 30th deadline, classes will begin in July 2026.

Recipients must commit to starting their program on schedule to maintain eligibility for the Financial Advisor Futures Scholarship. Deferrals are not permitted.

Must be committed to the following:

To graduate from the CFP® education program and be eligible to sit for the CFP® exam, scholarship recipients must complete all seven courses in the program:

Our scholarships prepare awardees to sit for the CFP® exam two years after the start of the scholarship. Because of this structure, recipients have two years to complete all seven required education courses.

Important Note: Students who are currently enrolled in a CFP® certification education program or CFP® certification education course through the College for Financial Planning®—a Kaplan Company are not eligible to apply. Scholarship applications received from students who are currently enrolled will be automatically withdrawn.

Applicants must meet the following requirements:

Up to 30 scholarships will be awarded two times a year (totaling up to 60 scholarships annually).

Please note: Unsuccessful applications will not roll over to the next review cycle. However, an applicant may complete another application in its entirety for a future deadline if not awarded a scholarship on a previous attempt.

Awardees will be contacted by email and phone approximately one month after each deadline. Applications are not automatically rolled over to the next scholarship cycle. If a scholarship is not awarded, a new application is required to be considered again.

The College for Financial Planning®—a Kaplan Company awards merit scholarships annually to individuals who show significant potential or have already achieved outstanding success in finance, financial planning, and/or financial analysis and show promise of being future industry leaders. Our merit scholarships cover tuition for enrollment in the College’s CFP® certification education, professional designation, or Master of Science degree program.

Please note: Additional printed materials, extension, and reinstatement fees are not included in the scholarship award.

Important Note: Students who are currently enrolled in any education program or course through the College for Financial Planning ® —a Kaplan Company are not eligible to apply. Scholarship applications received from students who are currently enrolled will be automatically withdrawn.

The annual application deadline is June 30th each year.

The College for Financial Planning®—a Kaplan Company awards several scholarships annually to individuals who serve or have served in the U.S. Armed Forces. These scholarships are available to eligible individuals who show significant potential or have already achieved outstanding success in finance, financial planning, and/or financial analysis, and who show promise of being future industry leaders.

These scholarships cover tuition for enrollment in the College’s CFP® certification education, professional designation programs, and Master of Science degree programs (MS in Personal Financial Planning or MS in Financial Analysis).

Please Note: Additional printed materials, extensions, and fees are not included in the scholarship award.

Important Note: Students who are currently enrolled in any education program or course through the College for Financial Planning®—a Kaplan Company are not eligible to apply. Scholarship applications received from students who are currently enrolled will be automatically withdrawn from the scholarship application process._

The annual application deadlines are Memorial Day and Veterans Day of each year.

The College for Financial Planning®—a Kaplan Company is proud to offer the Champions of Volunteer Income Tax Assistance (CoVITA) Scholarships. This scholarship program supports students, school teachers, and university faculty in Puerto Rico who volunteer with the Volunteer Income Tax Assistance (VITA) program. Our scholarships provide access to leading financial education programs, empowering participants to make a lasting impact in their communities by helping underserved individuals and families navigate their financial futures.

The CoVITA scholarships cover the full tuition for the designation programs listed below. These programs are designed to give VITA volunteers valuable knowledge in financial planning and personal finance to help them enhance their contributions to the community while gaining credentials for their personal and professional development.

A completed application should include the following:

Up to approximately 50 scholarships will be awarded annually. The quarterly application deadlines each year are as follows:

Please note: Unsuccessful applications received will not roll over to the next review cycle. However, an applicant may complete another application in its entirety for a future deadline if not awarded a scholarship on a previous attempt.