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

$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

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 PassTM 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 PassTM 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 
 
 
July Exam Scholarship Recipients

zachAshburn

Zachary Ashburn

Reach Strategic Wealth

XYPN CFP® Exam Scholarship

SamuelMolina

Samuel Molina



Diversity CFP® Exam Scholarship

BrandonSimpson

Brandon Simpson

Aspen Wealth Advisors, LLC

XYPN CFP® Exam Scholarship

DavidCreekmore

David Creekmore

Lifetime Financial

XYPN CFP® Exam Scholarship

Trishul-Patel

Trishul Patel

Investing Forever Advisory

Diversity CFP® Exam Scholarship

VrishinSubramaniam

Vrishin Subramaniam

CapitalWe

Diversity CFP® Exam Scholarship

MichaelHalper

Michael Halper

Escient Financial

XYPN CFP® Exam Scholarship

RomyPickron

Romy Pickron

Romy

Diversity CFP® Exam Scholarship

LauraIsanuk

Laura Isanuk

Sustainable Advisors Alliance

Diversity CFP® Exam Scholarship

KimberlySaunders

Kimberly Saunders

Align Financial Group, LLC

Diversity CFP® Exam Scholarship

Previous CFP® Exam Scholarship Winners

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

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

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

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