We believe in the CFP® Certification

In an effort to ensure more consumers have access to competent and ethical financial planning services, XYPN's CFP® Exam Scholarship Programs will fully cover the CFP® Certification Examination fee for ten recipients each CFP® Exam cycle.

There are two types of scholarships offered in this program:

  • XYPN CFP® Exam Scholarship (XYPN Members Only)
    Now CLOSED
  • XYPN Diversity CFP® Exam Scholarship (Open to XYPN Members AND Non-Members)
    Now CLOSED

$200 CFP® Exam Discount Code for XYPN Members

If you are not interested in applying for a scholarship or are not awarded one, XYPN members can receive $200 off the exam price using the XYPN discount code.

XYPN members - log in to the members-only forum to receive the discount code.

When registering for the CFP® exam, you will see the discount code field on the checkout screen. Please note, there is a unique discount code for each exam cycle.
 




Note: The CFP® Certification Examination is just one of several requirements that need to be met in order to become a CFP® professional. In addition to passing the exam, candidates also must meet CFP Board’s experience requirements, pass a background check, have a Bachelor’s degree (or higher) and successfully complete a college-level program of study in personal financial planning. 

 

Scholarship Details

  • 5 awarded each exam cycle
  • Advisors from under-represented groups within the financial planning community, including (but not limited to) women, people of color, people with disabilities, and LGBT+ advisors may apply
  • XYPN members and non-members may apply
  • Those who are reimbursed by their employer for 50% (or more) of the cost of their CFP® education are ineligible 
  • Those who received another CFP®-related scholarships within the past 24 months are ineligible
  • Those who are already registered for the exam are ineligible as registration must be completed using the scholarship award voucher
  • Applications will be scored on a scale of 1-10 by members of the XYPN Diversity Committee; scholarships will be awarded to those with the top average scores
  • 5 awarded each exam cycle
  • XYPN members who have met CFP® Board’s education coursework requirement and plan to take the CFP® Exam for the first time under XYPN membership may apply 
  • Those who are reimbursed by their employer for 50% (or more) of the cost of their CFP® exam are ineligible 
  • Those who received another CFP®-related scholarships within the past 24 months are ineligible
  • Those who are already registered for the exam are ineligible as registration must be completed using the scholarship award voucher
  • Recipients will be randomly chosen by XYPN 
  • 5 awarded each exam cycle
  • XYPN members who have met CFP® Board’s education coursework requirement and plan to take the CFP® Exam for the first time under XYPN membership may apply 
  • Those who are reimbursed by their employer for 50% (or more) of the cost of their CFP® exam are ineligible 
  • Those who received another CFP®-related scholarships within the past 24 months are ineligible
  • Those who are already registered for the exam are ineligible as registration must be completed using the scholarship award voucher
  • Recipients will be randomly chosen by XYPN 
 
 
November Exam Scholarship Recipients

TaraFenty

Tara Fenty

Peace of Mind Financial Services, internship

Diversity CFP® Exam Scholarship

TarshaHouse

Tarsha House


Diversity CFP® Exam Scholarship

DylanGrubb

Dylan Grubb

Gateway Financial LLC
 

XYPN CFP® Exam Scholarship

ChelseaScomak

Chelsea Scomak

Chelsea L Scomak



Diversity CFP® Exam Scholarship

courtneyBarnes

Courtney Barnes

Gallant Financial Planning
 

XYPN CFP® Exam Scholarship

MarcusHolzberg

Marcus Holzberg

Holzberg Wealth Management
 

XYPN CFP® Exam Scholarship

JamiBarkley

Jami Barkley

JLG Finance
 


Diversity CFP® Exam Scholarship

AlexanderAmmar

Alexander Ammar

Sandcat Financial
 
 

XYPN CFP® Exam Scholarship

KirstenBiddle

Kirsten Biddle

Balanced Investment Company

Diversity CFP® Exam Scholarship

TimothyIseler

Timothy Iseler

Iseler Financial, LLC
 
 

XYPN CFP® Exam Scholarship

Previous CFP® Exam Scholarship Winners

EricAmzalag

Eric Amzalag

Peak Financial Planning

XYPN CFP® Exam Scholarship

AustinLee

Austin Lee

Lee Financial Group LLC

XYPN CFP® Exam Scholarship

JanaeeBallard

Janaee Swann-Ballard



Diversity CFP® Exam Scholarship

RaviChand

Ravi Chand

MRC Financial Services

XYPN CFP® Exam Scholarship

ErynSchultz

Eryn Schultz

Her Personal Finance

XYPN CFP® Exam Scholarship

Chao Zhang

Chao Zhang

Think Different Wealth

XYPN CFP® Exam Scholarship

zachAshburn

Zachary Ashburn

Reach Strategic Wealth

XYPN CFP® Exam Scholarship

Nate Baim

Nate Baim

Plan Your Pursuit

XYPN CFP® Exam Scholarship

MichaelHalper

Michael Halper

Escient Financial

XYPN CFP® Exam Scholarship

RomyPickron

Romy Pickron

Romy

Diversity CFP® Exam Scholarship

AlisaFoster-1

Alisa Foster

Capital Benchmark Partners

Diversity CFP® Exam Scholarship

RickDrew

Rick Drew

SEDNA Wealth Management

Diversity CFP® Exam Scholarship

BeverlyJohnson

Beverly Johnson

BDJ Wealth Management

XYPN CFP® Exam Scholarship

Benjamin VerWys

Benjamin VerWys

Action Point Financial Planning

XYPN CFP® Exam Scholarship

Picture of Laura Foster

Laura Foster

 
 

XYPN CFP® Exam Scholarship

Picture of Paige Walker

Paige Walker

Hamilton Walker Advisers

XYPN CFP® Exam Scholarship

Adolpho Sotomayor

Adolpho Sotomayor

First Things First Financial Planning

Diversity CFP® Exam Scholarship

Arielle Bittoni

Arielle Bittoni

Capstone Partners Financial and Insurance Services

Diversity CFP® Exam Scholarship

Bridge Patel

Bridget Patel

Value Added Financial

 Diversity CFP® Exam Scholarship

Dan VanDusen

Dan VanDusen

Objective Wealth
 

XYPN CFP® Exam Scholarship

Eiman Osseilan

Eiman Osseilan

Texas Tech University

Diversity CFP® Exam Scholarship

Yakov Kirshenbaum

Jack Kirshenbaum

Starlight Wealth Management

XYPN CFP® Exam Scholarship

CFP No Photo

JP Geisbauer

Centerpoint Financial Management LLC

XYPN CFP® Exam Scholarship

Kristin Schroeder

Kristin Schroeder

Fruitful Stewardship LLC
 

XYPN CFP® Exam Scholarship

Matthew Kircher

Matthew Kircher

Fairpoint Wealth Management

XYPN CFP® Exam Scholarship

Nathanael Gisellie

Nathanael Gisellie

MYRA Wealth
 

Diversity CFP® Exam Scholarship

Richard Carden

Richard Carden

Wells Fargo
 

Diversity CFP® Exam Scholarship

ryan-stith-square

Ryan Stith

Pivot Point Wealth Planning

XYPN CFP® Exam Scholarship

CorneliusDavis

Cornelius Davis

Personal EconoME

Diversity CFP® Exam Scholarship

JessicaPerkins

Jessica Perkins

Heritage Financial Counselors

Diversity CFP® Exam Scholarship

KevinShuller

Kevin Shuller

Cedar Peak Wealth Advisors

XYPN CFP® Exam Scholarship

DrewHanessian

Drew Hanessian

Ballast Point Financial Planning

XYPN CFP® Exam Scholarship

Tremaine Wills

Tremaine Wills

Mind Over Money LLC

Diversity CFP® Exam Scholarship

Benjamin Smith

Benjamin Smith

Briarwood Financial Planning

Diversity CFP® Exam Scholarship

DavidCreekmore

David Creekmore

Lifetime Financial

XYPN CFP® Exam Scholarship

LauraIsanuk

Laura Isanuk

Sustainable Advisors Alliance

Diversity CFP® Exam Scholarship

KimberlySaunders

Kimberly Saunders

Align Financial Group, LLC

Diversity CFP® Exam Scholarship

DanielCaycedo

Daniel Caycedo

5280 Wealth Management

Diversity CFP® Exam Scholarship

VineetPrasad

Vineet Prasad

Savings Academy

Diversity CFP® Exam Scholarship

MatthewNeve

Matthew Neve

Maximus Wealth Advisors

XYPN CFP® Exam Scholarship

Picture of Dawn Michelle Wilson

Dawn Michelle Wilson

Athens Impact Socially Responsible Investments

XYPN CFP® Exam Scholarship

Picture of Leon Grove

Leon Grove

Grove Financial Group Inc

Diversity CFP® Exam Scholarship

Picture of Sophia Goode

Sophia Goode

Jaffe Tilchin Wealth Management

Diversity CFP® Exam Scholarship

Alexandria Davis

Alexandria Davis

Symphony Financial Planning LLC

Diversity CFP® Exam Scholarship

Bill Mulvahil

Bill Mulvahill

Essential Wealth LLC
 
 

XYPN CFP® Exam Scholarship

Candida-Moyer

Candida K. Moyer

Carr, Riggs & Ingram, LLC

Diversity CFP® Exam Scholarship

Devin Blackburn

Devin Blackburn

Northern Trust Corporation

Diversity CFP® Exam Scholarship

Emlen Miles-Mattingly

Emlen Miles-Mattingly

Gen Next Wealth

XYPN CFP® Exam Scholarship

Jason Bernal

Jason Bernal

Blue Jay Financial Group
 

XYPN CFP® Exam Scholarship

Kali Staples

Kali Staples

Penney Financial, LLC
 

Diversity CFP® Exam Scholarship

Linda Higgs

Linda Higgs

University of South Florida

Diversity CFP® Exam Scholarship

Melody Young

Melody Young

 
 

Diversity CFP® Exam Scholarship

Rahimul-Taher-square

Rahimul Taher

Taher Financial Planning
 

DiversityCFP® Exam Scholarship

Robin Snell

Robin Snell

 
 

Diversity CFP® Exam Scholarship

Samuel Deane

Samuel Deane

Deane Financial
 

XYPN CFP® Exam Scholarship

PhilipFrancois

Philip Francois

Foundation Wealth Planning LLC

XYPN CFP® Exam Scholarship

VincentRenaut

Vincent Renaut

Cambridge Cape Cod Advisors

XYPN CFP® Exam Scholarship

GeorgeJones

George Jones

Elizabethtown Community and Technical College

XYPN CFP® Exam Scholarship

Jemimah Stratford

Jemimah Stratford

First Pacific Financial

XYPN CFP® Exam Scholarship

Katherine Derisson

Katherine Derisson

Fyvie Financial

Diversity CFP® Exam Scholarship

Pauline Paquin

Pauline Paquin



Diversity CFP® Exam Scholarship

SamuelMolina

Samuel Molina



Diversity CFP® Exam Scholarship

BrandonSimpson

Brandon Simpson

Aspen Wealth Advisors, LLC

XYPN CFP® Exam Scholarship

BeauBryant

Beau Bryant

WealthSpire Financial Professionals

XYPN CFP® Exam Scholarship

FranciscoAyala-1

Francisco Ayala

The Coleridge Group, LLC

XYPN CFP® Exam Scholarship

Picture3 of Jhonny Merida Soto

Jhonny Merida Soto

 
 

Diversity CFP® Exam Scholarship

Picture of Taynia Vakapuna

Taynia Vakapuna

Aegis Wealth Group

Diversity CFP® Exam Scholarship

Ami Shah

Ami Shah 

 
 

Diversity CFP® Exam Scholarship

Bill Nelson

Bill Nelson

Pacesetter Planning LLC

XYPN CFP® Exam Scholarship

Chad Weatherman

Chad Weatherman

Weatherman Financial
 
 

XYPN CFP® Exam Scholarship

Douglas Moran

Douglas Moran

DM Financial Group
 

XYPN CFP® Exam Scholarship

Enjoli Ramsey

Enjoli Ramsey

Department of Defense

Diversity CFP® Exam Scholarship

Jason Hamilton

Jason Hamilton

KIS Financial Planning
 

XYPN CFP® Exam Scholarship

Katherine Clark

Katherine Clark

First Ascent

Diversity CFP® Exam Scholarship

Mark Parrett

Mark Parrett

Outpost Advisors
 

XYPN CFP® Exam Scholarship

Michael Mustian

Michael Mustian

WisePath Advisors LLC
 

XYPN CFP® Exam Scholarship

Rebecca Becky Eason

Rebekah Eason

Irvine Wealth Planning Strategies

XYPN CFP® Exam Scholarship

Robinson-Crawford-Square

Robinson Crawford

Montebello Avenue
 

XYPN CFP® Exam Scholarship

Sara Stiles

Sara Stiles

Rise Consulting, LLC
 

XYPN CFP® Exam Scholarship

Thomas Hackett

Thomas Hackett

NW Legacy Law Center, P.S.

XYPN CFP® Exam Scholarship
 

Sweta Bhargav

Sweta Bhargav

Adviso Wealth
 

Diversity CFP® Exam Scholarship

DesireeKaul

Desiree Kaul

Mainstreet Financial Planning

Diversity CFP® Exam Scholarship

SafaltaSherpa

Safalta Sherpa

MAMC

Diversity CFP® Exam Scholarship

TachelleNettles

Tachelle Nettles

 

 

XYPN CFP® Exam Scholarship

Elizabeth Snyder

Elizabeth Snyder

214 COMMERCIAL, LLC

XYPN CFP® Exam Scholarship

Andy Martinez

Andy Martinez



Diversity CFP® Exam Scholarship

Noah Damsky

Noah Damsky

Marina Wealth Advisors

XYPN CFP® Exam Scholarship

Trishul-Patel

Trishul Patel

Investing Forever Advisory

Diversity CFP® Exam Scholarship

VrishinSubramaniam

Vrishin Subramaniam

CapitalWe

Diversity CFP® Exam Scholarship

AlexandriaNichols

Alexandria Nichols



Diversity CFP® Exam Scholarship

AndrewKatz-Moses

Andrew Katz-Moses

Katz-Moses Financial, LLC

XYPN CFP® Exam Scholarship

Justin Garritt

Justin Garritt

Garritt Financial Solutions LLC

XYPN CFP® Exam Scholarship

Picture of William Ohakam

William Ohakam

TD Ameritrade

Diversity CFP® Exam Scholarship

Andy Martinez

Andy Martinez

Texans Credit Union
 

Diversity CFP® Exam Scholarship

Bismarck Darko

Bismarck Darko

USAA

Diversity CFP® Exam Scholarship

Chris Ladd

Chris Ladd

TriPrescient Financial Services
 

XYPN CFP® Exam Scholarship

Eileen McPeake

Eileen McPeake

McPeake & Company
 

XYPN CFP® Exam Scholarship

Hector Ortiz

Hector Ortiz

Sequinox

Diversity CFP® Exam Scholarship

CFP No Photo

Jerel Butler

Millenial Financial Solutions LLC

Diversity CFP® Exam Scholarship

kevin-mahoney-square

Kevin Mahoney

Illumint

XYPN CFP® Exam Scholarship

Matt Elliot

Matt Elliot

Pulse Financial Planning LLC

XYPN CFP® Exam Scholarship

Mike Zung

Mike Zung

Java Wealth Planning
 

Diversity CFP® Exam Scholarship

Reggie Fairchild

Reggie Fairchild

Flip Flops and Pearls, LLC
 

XYPN CFP® Exam Scholarship

Ron Lotti

Ron Lotti

Apollo Financial Group, LLC

XYPN CFP® Exam Scholarship

Soliel Geronimo

Soliel Geronimo

Pure Financial Advisors Inc

Diversity CFP® Exam Scholarship

Victoria Roberts

Victoria Roberts

Edward Jones
 

Diversity CFP® Exam Scholarship

Taylor Peters

Taylor Peters

Self-employed
 

XYPN CFP® Exam Scholarship