CFP Board Center for Financial Planning and Wealthspire Advisors launch CFP® Certification Diversity Scholarship

WASHINGTON, August 30, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Center”) and Wealthspire Advisors LLC, a registered investment adviser and subsidiary of NFP Corp., today announced the launch of The Wealthspire Advisors CFP® Diversity Scholarship certification to advance a more diverse financial planning profession. The scholarship provides financial assistance to individuals pursuing CFP® certification of underrepresented populations in the profession and follows Wealthspire Advisors’ inaugural program in partnership with CFP Board, announced in November 2021.

The scholarship will offer four awards per year of up to $5,000 per student wishing to take the financial planning education courses under a CFP Board-registered program at either the undergraduate or certificate level. Applicants must demonstrate financial need and belong to a population that is underrepresented within the financial planning profession in terms of gender, race, ethnicity, disability, sexual orientation, or veteran status .

“I would like to thank Wealthspire Advisors for investing in the development of the next generation of CFPs® professionals with this joint scholarship,” said the CEO of the CFP Board Kevin R. Keller, CAE. “The CFP Board is proud to create growth opportunities for future CFPs® professionals from underrepresented communities.

As part of its mission to create a more diverse and sustainable financial planning profession, the Center partners with supporters such as Wealthspire Advisors to administer scholarships that enable qualified individuals to complete the educational requirements for the PSC.® certification. The scholarships strengthen the talent pool of the profession, promote diversity, and educate students about financial planning careers in the United States. In addition to funding the scholarship this year, Wealthspire Advisors is a two-year sponsor of the Centre’s annual Diversity Summit.

“Since our origins nearly three decades ago, Wealthspire Advisors has strived to support the financial well-being of people from all walks of life,” said Mike La Mena, CEO of Wealthspire Advisors. “With this new scholarship, we aim to further enhance the talent pool within the financial planning profession and elevate more diverse professionals as they pursue CFP® certification. This is just the beginning of a productive and powerful collaboration with CFP Board.”

The deadline to apply for a scholarship is September 30, 2022. The application and further information on The Wealthspire Advisors CFP® The Diversity Certification Scholarship can be found 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 WEALTHSPIRE ADVISORS

Wealthspire Advisors LLC is an independent registered investment adviser and a subsidiary of NFP Corp., with 19 offices in 10 states across the Northeast, Mid-Atlantic, Midwest and West Coast. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and meet their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant and constant partner to help clients gain confidence in their financial future. For more information about Wealthspire Advisors, please visit www.wealthspire.com.

SOURCE Certified Financial Planner Board of Standards, Inc.