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 
 
 
March Exam Scholarship Recipients
Anthony Anglade

Anthony Anglade

Diversity CFP® Exam Scholarship

GeorgeJones

George Jones

Diversity CFP® Exam Scholarship

Jason Cutitta

Jason Cutitta

XYPN CFP® Exam Scholarship

Jennifer Steliga

Jennifer Steliga

XYPN CFP® Exam Scholarship

DerrickAlexander

Derrick Alexander

Diversity CFP® Exam Scholarship

Paul Monax

Paul Monax

XYPN CFP® Exam Scholarship