CFP Exam Scholarship Program

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 of $725 for ten recipients each CFP^® Exam cycle.

There are three 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
Dalton Education’s Guarantee To Pass^™.(Open to XYPN Members AND Non-Members)

Now CLOSED

The Guarantee to Pass Review course retails for $2095. Through this scholarship, XYPN’s Diversity Committee and Dalton will cover this expense in full for one scholarship applicant.

This scholarship is open to all advisors who meet the following criteria:

Completed the CFP® Board education coursework requirement and plan to take the CFP® Exam for the first time in March, July, or November
Does not currently hold the CFP® certification
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
Agree to remain in contact with the XYPN Team throughout the program and notify XYPN when they’ve passed

Those who are already registered for Dalton’s Guarantee to Pass^TM Review are ineligible.

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

The Guarantee to Pass Review course retails for $2095. Through this scholarship, XYPN’s Diversity Committee and Dalton will cover this expense in full for one scholarship applicant.

This scholarship is open to all advisors who meet the following criteria:

Completed the CFP® Board education coursework requirement and plan to take the CFP® Exam for the first time in March, July, or November
Does not currently hold the CFP® certification
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
Agree to remain in contact with the XYPN Team throughout the program and notify XYPN when they’ve passed

Those who are already registered for Dalton’s Guarantee to Pass^TM Review are ineligible.

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

Zachary Ashburn

Reach Strategic Wealth

XYPN CFP® Exam Scholarship

Michael Halper

Escient Financial

XYPN CFP® Exam Scholarship

Romy Pickron

Romy

Diversity CFP® Exam Scholarship

Alisa Foster

Capital Benchmark Partners

Diversity CFP® Exam Scholarship

Rick Drew

SEDNA Wealth Management

Diversity CFP® Exam Scholarship

Beverly Johnson

BDJ Wealth Management

XYPN CFP® Exam Scholarship

Benjamin VerWys

Action Point Financial Planning

XYPN CFP® Exam Scholarship

Laura Foster

XYPN CFP® Exam Scholarship

Paige Walker

Hamilton Walker Advisers

XYPN CFP® Exam Scholarship

Adolpho Sotomayor

First Things First Financial Planning

Diversity CFP® Exam Scholarship

Arielle Bittoni

Capstone Partners Financial and Insurance Services

Diversity CFP® Exam Scholarship

Bridget Patel

Value Added Financial

Diversity CFP® Exam Scholarship

Dan VanDusen

Objective Wealth

XYPN CFP® Exam Scholarship

Eiman Osseilan

Texas Tech University

Diversity CFP® Exam Scholarship

Jack Kirshenbaum

Starlight Wealth Management

XYPN CFP® Exam Scholarship

JP Geisbauer

Centerpoint Financial Management LLC

XYPN CFP® Exam Scholarship

Kristin Schroeder

Fruitful Stewardship LLC

XYPN CFP® Exam Scholarship

Matthew Kircher

Fairpoint Wealth Management

XYPN CFP® Exam Scholarship

Nathanael Gisellie

MYRA Wealth

Diversity CFP® Exam Scholarship

Richard Carden

Wells Fargo

Diversity CFP® Exam Scholarship

Ryan Stith

Pivot Point Wealth Planning

XYPN CFP® Exam Scholarship

David Creekmore

Lifetime Financial

XYPN CFP® Exam Scholarship

Laura Isanuk

Sustainable Advisors Alliance

Diversity CFP® Exam Scholarship

Kimberly Saunders

Align Financial Group, LLC

Diversity CFP® Exam Scholarship

Daniel Caycedo

5280 Wealth Management

Diversity CFP® Exam Scholarship

Vineet Prasad

Savings Academy

Diversity CFP® Exam Scholarship

Matthew Neve

Maximus Wealth Advisors

XYPN CFP® Exam Scholarship

Dawn Michelle Wilson

Athens Impact Socially Responsible Investments

XYPN CFP® Exam Scholarship

Leon Grove

Grove Financial Group Inc

Diversity CFP® Exam Scholarship

Sophia Goode

Jaffe Tilchin Wealth Management

Diversity CFP® Exam Scholarship

Alexandria Davis

Symphony Financial Planning LLC

Diversity CFP® Exam Scholarship

Bill Mulvahill

Essential Wealth LLC

XYPN CFP® Exam Scholarship

Candida K. Moyer

Carr, Riggs & Ingram, LLC

Diversity CFP® Exam Scholarship

Devin Blackburn

Northern Trust Corporation

Diversity CFP® Exam Scholarship

Emlen Miles-Mattingly

Gen Next Wealth

XYPN CFP® Exam Scholarship

Jason Bernal

Blue Jay Financial Group

XYPN CFP® Exam Scholarship

Kali Staples

Penney Financial, LLC

Diversity CFP® Exam Scholarship

Linda Higgs

University of South Florida

Diversity CFP® Exam Scholarship

Melody Young

Diversity CFP® Exam Scholarship

Rahimul Taher

Taher Financial Planning

DiversityCFP® Exam Scholarship

Robin Snell

Diversity CFP® Exam Scholarship

Samuel Deane

Deane Financial

XYPN CFP® Exam Scholarship

Samuel Molina

Diversity CFP® Exam Scholarship

Brandon Simpson

Aspen Wealth Advisors, LLC

XYPN CFP® Exam Scholarship

Beau Bryant

WealthSpire Financial Professionals

XYPN CFP® Exam Scholarship

Francisco Ayala

The Coleridge Group, LLC

XYPN CFP® Exam Scholarship

Jhonny Merida Soto

Diversity CFP® Exam Scholarship

Taynia Vakapuna

Aegis Wealth Group

Diversity CFP® Exam Scholarship

Ami Shah

Diversity CFP® Exam Scholarship

Bill Nelson

Pacesetter Planning LLC

XYPN CFP® Exam Scholarship

Chad Weatherman

Weatherman Financial

XYPN CFP® Exam Scholarship

Douglas Moran

DM Financial Group

XYPN CFP® Exam Scholarship

Enjoli Ramsey

Department of Defense

Diversity CFP® Exam Scholarship

Jason Hamilton

KIS Financial Planning

XYPN CFP® Exam Scholarship

Katherine Clark

First Ascent

Diversity CFP® Exam Scholarship

Mark Parrett

Outpost Advisors

XYPN CFP® Exam Scholarship

Michael Mustian

WisePath Advisors LLC

XYPN CFP® Exam Scholarship

Rebekah Eason

Irvine Wealth Planning Strategies

XYPN CFP® Exam Scholarship

Robinson Crawford

Montebello Avenue

XYPN CFP® Exam Scholarship

Sara Stiles

Rise Consulting, LLC

XYPN CFP® Exam Scholarship

Thomas Hackett

NW Legacy Law Center, P.S.

XYPN CFP® Exam Scholarship

Sweta Bhargav

Adviso Wealth

Diversity CFP® Exam Scholarship

Trishul Patel

Investing Forever Advisory

Diversity CFP® Exam Scholarship

Vrishin Subramaniam

CapitalWe

Diversity CFP® Exam Scholarship

Alexandria Nichols

Diversity CFP® Exam Scholarship

Andrew Katz-Moses

Katz-Moses Financial, LLC

XYPN CFP® Exam Scholarship

Justin Garritt

Garritt Financial Solutions LLC

XYPN CFP® Exam Scholarship

William Ohakam

TD Ameritrade

Diversity CFP® Exam Scholarship

Andy Martinez

Texans Credit Union

Diversity CFP® Exam Scholarship

Bismarck Darko

USAA

Diversity CFP® Exam Scholarship

Chris Ladd

TriPrescient Financial Services

XYPN CFP® Exam Scholarship

Eileen McPeake

McPeake & Company

XYPN CFP® Exam Scholarship

Hector Ortiz

Sequinox

Diversity CFP® Exam Scholarship

Jerel Butler

Millenial Financial Solutions LLC

Diversity CFP® Exam Scholarship

Kevin Mahoney

Illumint

XYPN CFP® Exam Scholarship

Matt Elliot

Pulse Financial Planning LLC

XYPN CFP® Exam Scholarship

Mike Zung

Java Wealth Planning

Diversity CFP® Exam Scholarship

Reggie Fairchild

Flip Flops and Pearls, LLC

XYPN CFP® Exam Scholarship

Ron Lotti

Apollo Financial Group, LLC

XYPN CFP® Exam Scholarship

Soliel Geronimo

Pure Financial Advisors Inc

Diversity CFP® Exam Scholarship

Victoria Roberts

Edward Jones

Diversity CFP® Exam Scholarship

Taylor Peters

Self-employed

XYPN CFP® Exam Scholarship

The application is now CLOSED for the November 2021 CFP^®exam cycle.

How it works:

Submit your application by August 13, 2021 at 5 PM MT.
Winners will receive a credit to their CFP^® Board account with the scholarship funds in order to register.
Note: XYPN will not reimburse scholarship winners who have already registered and paid for the exam.

COVID-19 Updates from the CFP Board

We encourage you to check this resource from the CFP Board for developments related to COVID-19.

“It was truly a fight to the date of the exam. I felt fully prepared on that balmy morning in July. I took the exam and got a wonderful email saying that I PASSED!!! Of course, I was ecstatic. It was the most exhilarating feeling.”

Team Page Photos (57)

–Shehara Wooten, CFP®

Graduate of the Guarantee to Pass^TM Review program

ABOUT CFP^® BOARD

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP^® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP^® professionals and other stakeholders. CFP Board owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes nearly 80,000 individuals to use these marks in the U.S. For more information about CFP Board, visit www.CFP.net.

CFP^® Exam Scholarship Programs

We believe in the CFP^® Certification

Now CLOSED

Now CLOSED

Now CLOSED

$200 CFP® Exam Discount Code for XYPN Members

Scholarship Details

The application is now CLOSED for the November 2021 CFP^®exam cycle.

How it works:

COVID-19 Updates from the CFP Board

“It was truly a fight to the date of the exam. I felt fully prepared on that balmy morning in July. I took the exam and got a wonderful email saying that I PASSED!!! Of course, I was ecstatic. It was the most exhilarating feeling.”

FIND AN ADVISOR

Advisors

Media

Connect with Us

CFP® Exam Scholarship Programs

We believe in the CFP® Certification

Now CLOSED

Now CLOSED

Now CLOSED

$200 CFP® Exam Discount Code for XYPN Members

Scholarship Details

The application is now CLOSED for the November 2021 CFP® exam cycle.

How it works:

COVID-19 Updates from the CFP Board

“It was truly a fight to the date of the exam. I felt fully prepared on that balmy morning in July. I took the exam and got a wonderful email saying that I PASSED!!! Of course, I was ecstatic. It was the most exhilarating feeling.”

FIND AN ADVISOR

Advisors

Media

Connect with Us

CFP^® Exam Scholarship Programs

We believe in the CFP^® Certification

The application is now CLOSED for the November 2021 CFP^®exam cycle.