(If you don’t have a CFP Board account, click here to create one.)
IMPORTANT: Be sure your CFP Board account includes: 1) your date of birth, and 2) the last 4 digits of your social security number. Not having this information may delay your application and disqualify you from the scholarship.
Please note: If applying for an undergraduate-level or graduate-level scholarship, you must not be in the final semester at the time of the application. If applying for a certificate-level scholarship, you must not have completed 6 or more courses in the certificate-level program at the time of the application.
Please note: Click here to find the name of your CFP Board Registered Program. If your program is not listed here, consult with your academic institution to get the program name. If you are not yet enrolled, enter “Not Yet Enrolled.”
Please upload a copy of your undergraduate degree transcript.
Please note: Unofficial transcripts should include your name, institution name, courses and grades for each term, and graduation date (if applicable).
Please upload a current resume as a Word document or PDF.
Please note: To be eligible for The Edelman Financial Engines CFP® Certification Scholarship for Overcoming Adversity, your resume must demonstrate 2 years of financial services experience.