CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars

WASHINGTON, August 23, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Center”) and Mission Wealth Management, LP today announced the launch of Mission Wealth Scholars, a scholarship program that aims to advance the profession of financial planning by providing financial assistance to individuals suing Call for Proposals® certification who come from underrepresented populations in the profession.

The scholarship will award up to $5,000 per student wishing to take the financial planning education courses in a registered CFP Board program, whether at the undergraduate or certificate level.

Eligible scholarship applicants must be U.S. residents and enrolled in a CFP Board-registered undergraduate or certificate-level program at a college or university located in either country. Arizona, California, Colorado, Florida, Georgia, Illinois, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Texas Where washington state.

Alternatively, applicants must be residents of one of the approved states and enrolled in an online program at the time of the award. Applicants must have demonstrated financial need or must belong to populations that are underrepresented in the financial planning profession in terms of gender, race, ethnicity, disability, or sexual orientation.

“CFP Board’s partnership with Mission Wealth represents another step forward in our efforts to expand the financial planning talent pool and diversify the profession,” said CFP Board’s CEO. Kevin R. Keller, CAE. “The Mission Wealth Scholars program will help us usher in the next generation of talented CFPs® professionals.”

The CFP Board Center for Financial Planning has partnered with Mission Wealth to offer this scholarship as part of its mission to create a more diverse and sustainable financial planning profession, so that all Americans can have access to financial planning advice. competent and ethical.

“Mission Wealth is excited to create opportunities for people from diverse backgrounds to pursue careers in financial planning and to help our clients navigate every stage of their financial lives,” said Founder and Chief Impact Officer. of Mission Wealth. Seth Rueter. “The PCP® Certification is an essential tool in our mission to help our clients achieve financial independence, and we are proud that the Mission Wealth Scholars program serves as a springboard for the careers of various CFPs.® professionals.”

The deadline to apply for a scholarship is September 30, 2022. Application and more information about the Mission Wealth Scholars program is available on the CFP Board website at CFP.net/Scholarships.

ABOUT THE CFP COUNCIL
Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the United States. The CFP Board sets financial planning standards and administers the prestigious CFP.® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. The CFP Board of Directors, along with its Financial Planning Center, is committed to increasing public awareness of the CFP® certification and access to a diverse, ethical and skilled financial planning workforce. Widely recognized by the public, advisors and firms as the gold standard in financial planning, CFP® certification is held by more than 93,000 people in United States.

ABOUT THE CFP BOARD CENTER FOR FINANCIAL PLANNING
The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together the CFP® professionals, businesses, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities to conduct and publish new research that adds to the body of financial planning knowledge.

ABOUT THE WEALTH OF THE MISSION
Mission Wealth is a nationally recognized RIA founded in 2000 that oversees over $4.8 billion of client assets under management/administration. Mission Wealth is known for its service model, driven by a world-class technology stack that offers financial planning, investment advice, tax strategies, estate planning coordination, philanthropic advice and risk management solutions tailored to the needs of each client.

Mission Wealth’s vision is to provide caring advice that enables families to realize their life dreams. Our founders were industry pioneers when they embraced the principles of objective advice, comprehensive financial planning, coordination with other professional advisors and proactive service. Mission Wealth is a fiduciary and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.

SOURCE Certified Financial Planner Board of Standards, Inc.