CFP® Exam Scholarship Programs
We believe in the CFP® Certification
In an effort to ensure more consumers have access to competent and ethical financial planning services, XYPN's CFP® Exam Scholarship Programs will fully cover the CFP® Certification Examination fee for ten recipients each CFP® Exam cycle.
There are two types of scholarships offered in this program:
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→XYPN CFP® Exam Scholarship (XYPN Members Only)
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→XYPN Diversity CFP® Exam Scholarship (Open to XYPN Members AND Non-Members)
XYPN Member Discount
If you are not interested in applying for a scholarship or are not awarded one, XYPN members can still receive $200 off the exam price using the XYPN discount code.
XYPN members: Log in to the Knowledge Base to receive the discount code.
The application for the November 2024 CFP® exam is OPEN.
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Submit your application by: July 26, 2024 at 5 PM MT.
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All applicants will be notified by August 5, 2024 of status. Winners will receive a credit to their CFP® Board account with the scholarship funds in order to register.
Note: XYPN will not reimburse scholarship winners who have already registered and paid for the exam.
Scholarship Details
- 5 awarded each exam cycle
- Advisors from under-represented groups within the financial planning community, including (but not limited to) women, people of color, people with disabilities, and LGBT+ advisors may apply
- XYPN members and non-members may apply
- Those who are reimbursed by their employer for 50% (or more) of the cost of their CFP® education are ineligible
- Those who received another CFP®-related scholarships within the past 24 months are ineligible
- Those who are already registered for the exam are ineligible as registration must be completed using the scholarship award voucher
- Applications will be scored on a scale of 1-10 by members of the XYPN Diversity Committee; scholarships will be awarded to those with the top average scores
- 5 awarded each exam cycle
- XYPN members who have met CFP® Board’s education coursework requirement and plan to take the CFP® Exam for the first time under XYPN membership may apply
- Those who are reimbursed by their employer for 50% (or more) of the cost of their CFP® exam are ineligible
- Those who received another CFP®-related scholarships within the past 24 months are ineligible
- Those who are already registered for the exam are ineligible as registration must be completed using the scholarship award voucher
- Recipients will be randomly chosen by XYPN
Note: The CFP® Certification Examination is just one of several requirements that need to be met in order to become a CFP® professional. In addition to passing the exam, candidates also must meet CFP Board’s experience requirements, pass a background check, have a Bachelor’s degree (or higher) and successfully complete a college-level program of study in personal financial planning.
It was truly a fight to the date of the exam. I felt fully prepared on that balmy morning in July. I took the exam and got a wonderful email saying that I PASSED!!! Of course, I was ecstatic. It was the most exhilarating feeling.
![headshot of Shehara Wooten, CFP®](https://www.xyplanningnetwork.com/hubfs/XYPN%20LIVE/2020/Speaker%20Headshots/Shehara%20Wooten.png)
July Exam Scholarship Recipients
![Rawia Maamoun](https://www.xyplanningnetwork.com/hs-fs/hubfs/Rawia%20Maamoun.png?width=1080&height=1080&name=Rawia%20Maamoun.png)
Rawia Maamoun
![Jessica Serrano](https://www.xyplanningnetwork.com/hs-fs/hubfs/Jessica%20Serrano.png?width=1080&height=1080&name=Jessica%20Serrano.png)
Jessica Serrano
![Aditi Jain](https://www.xyplanningnetwork.com/hs-fs/hubfs/Aditi%20Jain.png?width=1080&height=1080&name=Aditi%20Jain.png)
Aditi Kapadia
![Ting Yi](https://www.xyplanningnetwork.com/hs-fs/hubfs/Ting%20Yi.png?width=1080&height=1080&name=Ting%20Yi.png)
Ting Yi
![Brooke Bastiaans](https://www.xyplanningnetwork.com/hs-fs/hubfs/Brooke%20Bastiaans.png?width=1080&height=1080&name=Brooke%20Bastiaans.png)
Brooke Bastiaans
![John Miller](https://www.xyplanningnetwork.com/hs-fs/hubfs/John%20Miller.png?width=1080&height=1080&name=John%20Miller.png)
John Miller
![Ethan Lang](https://www.xyplanningnetwork.com/hs-fs/hubfs/Ethan%20Lang.png?width=1080&height=1080&name=Ethan%20Lang.png)
Ethan Lang
![Mathew Paul](https://www.xyplanningnetwork.com/hs-fs/hubfs/Mathew%20Paul.png?width=1080&height=1080&name=Mathew%20Paul.png)