CFP® Exam Scholarship Programs
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:
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XYPN CFP® Exam Scholarship (XYPN Members Only)
CLOSED
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XYPN Diversity CFP® Exam Scholarship (Open to XYPN Members AND Non-Members)
CLOSED
XYPN Member Discount
If you are not interested in applying for a scholarship or are not awarded one, XYPN members can still receive $200 off the exam price using the XYPN discount code.
XYPN members: Log in to the Knowledge Base to receive the discount code.
The application is CLOSED for the JULY 2023 CFP® exam cycle.
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Submit your application by:
April 11, 2023 at 5 PM MT.
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All applicants will be notified by April 16, 2023 of status. 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.
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
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.
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.

July Exam Scholarship Recipients

Wahidah Aziz

Joseph Boughan

Eunsoo Chung

Jeremy Eppley

Alissa Maizes

Serena Truong

Ileana Guehl

Quintarius Queen

John Hickey
