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The Fidelity Investments CFP® Exam Scholarship for Women in Financial Planning

ABOUT THE SCHOLARSHIP

Fidelity Logo

Fidelity is one of the industry’s most diversified financial services organizations. Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. With assets under administration of $11.5 trillion, Fidelity focuses on meeting the unique needs of a diverse set of customers: helping more than 43 million people invest their own life savings, 22,000 businesses manage employee benefit programs, as well as providing more than 13,500 financial advisory firms with investment and technology solutions to invest their own clients’ money. Privately held for 77 years, Fidelity employs more than 73,000 associates who are focused on the long-term success of our customers. Notably, through the Women Talk Money community, and The Fidelity® Women’s Leadership Fund (FWOMX), Fidelity seeks to invest in women and prioritize gender diversity in the financial services industry.

Launched in partnership between Fidelity and CFP Board Center for Financial Planning, the Fidelity Investments CFP® Exam Scholarship for Women in Financial Planning awards $625 per awardee toward the early registration rate of $825 for the CFP® exam. This means a scholarship awardee will assume financial responsibility for $200 of the CFP® exam.

To qualify for the scholarship, applicants must not be registered to take the November 2024 CFP® exam prior to award being given, must meet eligibility criteria below and successfully complete this application form. CFP Board will award scholarships on a first-come, first-served basis to eligible applicants.

CFP Board will notify awardees that they received the scholarship and will work with them to register for the November 2024 exam with a $625 discount. Only register for the exam after being notified of the award, or you will forfeit the scholarship. This scholarship does not retroactively reimburse exam registrations already paid for before receiving the scholarship.

ELIGIBILITY POLICY REQUIREMENTS

  • Must not be a prior recipient of the Fidelity Investments CFP® Exam Scholarship for Women in Financial Planning
  • Must not be registered for the November 2024 CFP® exam prior to being notified of the award.
  • Must have previously taken the CFP® exam but not yet passed.
  • After being notified of the scholarship award, the awardee must register for the November 2024 CFP® exam by August 22.
  • After receiving the scholarship, must take the complimentary CFP Board Practice Exam by October 24 and provide proof of Practice Exam completion to scholarships@cfpboard.org, or else forfeit the award. Please email your diagnostic score report, provided after the practice exam is done, as proof of completion.
  • Upon registering for the exam, the awardee will have until October 24 to secure an exam seat with Prometric. Failure to secure an exam with Prometric will result in de-registration and postponement of the exam, including a postponement fee of $500 that is not paid for or refundable under this scholarship.
  • Must be a U.S. resident.
  • Must identify as a woman.
  • Must not receive any other scholarships or financial aid toward the November 2024 CFP® exam (including but not limited to employer funding).
  • Must pass a background check conducted by CFP Board.

SUBMISSION REQUIREMENTS

Applications will only be accepted through the application form below. Please do not attempt to submit application materials via mail, fax, or email. Pay close attention to the requirements when submitting the application. All fields are required to submit.

AWARD PROCESS

Following the application review, awards will be provided on a first-come, first-served basis to applicants who meet the eligibility requirements and successfully complete the application. After receiving the award, recipients will be provided with instructions for registering for the exam at a discounted rate.

As a contingency of the award, candidates agree to take the complimentary CFP Board Practice Exam provided at exam registration by October 24 and provide proof of Practice Exam completion to scholarships@cfpboard.org by October 24 or else forfeit the award. Please email your diagnostic score report, provided after the practice exam is done, as proof of completion.

AWARD POLICIES

Upon registering for the exam, an awardee will have until October 24 to secure an exam seat with Prometric. Failure to secure an exam with Prometric will result in de-registration and postponement of the exam, including a postponement fee of $500 that is not paid for or refundable under this scholarship.

APPLICATION DEADLINE

The application window will be open until July 17, 2024.

AWARD DECISION

Scholarship applicants will be notified of the award decision via email by July 19, 2024. If you have a question about the status of your application, please contact us at scholarships@cfpboard.org.

Application

You must not be already registered for the November 2024 CFP® exam.

Are you currently registered for the November 2024 CFP® Exam?
Ethnicity (select all that apply):
Gender:

Other Financial Aid

You must not be receiving any other scholarships or financial aid toward the November 2024 CFP® exam (including but not limited to employer funding).

Have you received any other scholarships or financial aid to cover any portion of the cost of the November 2024 CFP® exam?

Exam Registration Acknowledgement
By submitting this form, I certify that I understand I must register for the CFP® exam by August 22, 2024 by connecting with CFP Board staff. If I decide not to register, I certify that I will notify CFP Board staff by August 22, 2024. If I decide not to register or fail to communicate with the CFP Board staff by the deadline, I understand that I forfeit the scholarship award.

Practice Exam Acknowledgement
By submitting this form, I certify that I will take a Practice Exam by October 24 and provide proof of Practice Exam completion to scholarships@cfpboard.org by June 25 or else forfeit the award.

Prometric Exam Seat Acknowledgement
By submitting this form, I certify that I will secure an exam seat with Prometric by October 24. I understand that failure to secure an exam with Prometric will result in de-registration and postponement of the exam, including a postponement fee of $500 that is not refundable under this scholarship.

Background Check Acknowledgment
By submitting this form, I give permission to CFP Board to run a background check.

CFP Board will evaluate scholarship applicants against the Fitness Standards that apply to those who are applying for CFP® certification (CFP.net/fitness-standards). CFP Board will review the scholarship applicant’s background pursuant to the same process that CFP Board reviews applications for CFP® certification. If CFP Board discovers information that would subject the scholarship applicant to an investigation if the scholarship applicant were an applicant for CFP® certification, then CFP Board will deny the scholarship application. The fact that an individual receives a scholarship does not guarantee that the individual will satisfy CFP Board’s Fitness Standards when the individual later applies for CFP® certification.

Sharing of Information with Sponsor Acknowledgement
By submitting this form, I give permission to CFP Board to share my contact information and headshot with the sponsor for potential outreach regarding recruitment or events and recognizing my award.