WASHINGTON, Aug. 23, 2022 /PRNewswire/ — The CFP Board Heart for Monetary Planning (“Heart”) and Mission Wealth Administration, LP introduced immediately the launch of Mission Wealth Students, a scholarship program that goals to advance the monetary planning career by offering monetary help to people pursuing CFP® certification who’re from populations underrepresented within the career.
The scholarship will award as much as $5,000 per pupil searching for to finish the monetary planning training coursework at a CFP Board Registered Program, both on the undergraduate or certificates degree.
Eligible scholarship candidates have to be U.S. residents and enrolled in an undergraduate or certificate-level CFP Board Registered Program at a university or college positioned in both Arizona, California, Colorado, Florida, Georgia, Illinois, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Texas or Washington state.
Alternatively, candidates have to be residents of one of many authorized states and enrolled in a web based program on the time the award is issued. Candidates should have a demonstrated monetary want or have to be from the monetary planning career’s underrepresented populations when it comes to gender, race, ethnicity, incapacity or sexual orientation.
“CFP Board’s partnership with Mission Wealth represents one other step ahead in our efforts to increase the monetary planning expertise pipeline and diversify the career,” mentioned CFP Board CEO Kevin R. Keller, CAE. “The Mission Wealth Students program will assist us usher within the subsequent era of proficient CFP® professionals.”
The CFP Board Heart for Monetary Planning has partnered with Mission Wealth to supply this scholarship in furtherance of its mission to create a extra various and sustainable monetary planning career, so that each one People can have entry to competent and moral monetary planning recommendation.
“Mission Wealth is thrilled to create alternatives for people of various backgrounds to pursue a monetary planning profession and assist our purchasers navigate each stage of their monetary life,” mentioned Mission Wealth Founder and Chief Influence Officer Seth Streeter. “The CFP® certification is a important software in our mission to assist our purchasers take pleasure in monetary independence, and we’re proud that the Mission Wealth Students program will function a launchpad for the careers of various CFP® professionals.”
The deadline to use for a scholarship award is September 30, 2022. The appliance and additional details about the Mission Wealth Students program might be discovered on CFP Board’s web site at CFP.internet/Scholarships.
ABOUT CFP BOARD
Licensed Monetary Planner Board of Requirements, Inc. is the skilled physique for private monetary planners within the U.S. CFP Board units requirements for monetary planning and administers the celebrated CFP® certification – probably the most revered certifications in monetary providers – in order that the general public has entry to and advantages from competent and moral monetary planning. CFP Board, together with its Heart for Monetary Planning, is dedicated to rising the general public’s consciousness of CFP® certification and entry to a various, moral and competent monetary planning workforce. Widely known by the general public, advisors and companies as the usual for monetary planning, CFP® certification is held by greater than 93,000 folks in the US.
ABOUT THE CFP BOARD CENTER FOR FINANCIAL PLANNING
The CFP Board Heart for Monetary Planning seeks to create a extra various and sustainable monetary planning career so that each American has entry to competent and moral monetary planning recommendation. The Heart brings collectively CFP® professionals, companies, educators, researchers and consultants to handle profession-wide challenges within the areas of variety and workforce improvement, and to construct an educational dwelling that provides alternatives for conducting and publishing new analysis that provides to the monetary planning physique of data.
ABOUT MISSION WEALTH
Mission Wealth is a nationally acknowledged RIA based in 2000 that oversees greater than $4.8 Billion in consumer property beneath administration/administration. Mission Wealth is thought for its service mannequin, pushed by a world-class know-how stack that provides monetary planning, funding counsel, tax methods, property planning coordination, philanthropic recommendation, and danger administration options tailor-made to every consumer’s wants.
Mission Wealth’s imaginative and prescient is to supply caring recommendation that empowers households to attain their life desires. Our founders had been pioneers within the business after they embraced the client-first rules of goal recommendation, complete monetary planning, coordination with different skilled advisers, and proactive service. Mission Wealth is a fiduciary, and our holistic planning course of supplies readability and confidence. For extra info on Mission Wealth, please go to missionwealth.com.
SOURCE Licensed Monetary Planner Board of Requirements, Inc.
