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
Eric Amzalag
Peak Financial Planning
XYPN CFP® Exam Scholarship
Austin Lee
Lee Financial Group LLC
XYPN CFP® Exam Scholarship
Janaee Swann-Ballard
Diversity CFP® Exam Scholarship
Cornelius Davis
Personal EconoME
Diversity CFP® Exam Scholarship
Jessica Perkins
Heritage Financial Counselors
Diversity CFP® Exam Scholarship
Kevin Shuller
Cedar Peak Wealth Advisors
XYPN CFP® Exam Scholarship
Philip Francois
Foundation Wealth Planning LLC
XYPN CFP® Exam Scholarship
Vincent Renaut
Cambridge Cape Cod Advisors
XYPN CFP® Exam Scholarship
Desiree Kaul
Mainstreet Financial Planning
Diversity CFP® Exam Scholarship
Safalta Sherpa
MAMC
Diversity CFP® Exam Scholarship
Ravi Chand
MRC Financial Services
XYPN CFP® Exam Scholarship
Eryn Schultz
Her Personal Finance
XYPN CFP® Exam Scholarship
Chao Zhang
Think Different Wealth
XYPN CFP® Exam Scholarship
Zachary Ashburn
Reach Strategic Wealth
XYPN CFP® Exam Scholarship
Nate Baim
Plan Your Pursuit
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
Drew Hanessian
Ballast Point Financial Planning
XYPN CFP® Exam Scholarship
Tremaine Wills
Mind Over Money LLC
Diversity CFP® Exam Scholarship
Benjamin Smith
Briarwood Financial Planning
Diversity 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
George Jones
Elizabethtown Community and Technical College
XYPN CFP® Exam Scholarship
Jemimah Stratford
First Pacific Financial
XYPN CFP® Exam Scholarship
Katherine Derisson
Fyvie Financial
Diversity CFP® Exam Scholarship
Pauline Paquin
Diversity 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
Tachelle Nettles
XYPN CFP® Exam Scholarship
Elizabeth Snyder
214 COMMERCIAL, LLC
XYPN CFP® Exam Scholarship
Andy Martinez
Diversity CFP® Exam Scholarship
Noah Damsky
Marina Wealth Advisors
XYPN 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