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

The application is now CLOSED for the March 2023 CFP® exam cycle.

 

 
How it works:
  • Submit your application by December 2, 2022 at 5 PM MT. 
  • All applicants will be notified by December 9, 2022 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.

 

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 PassTM 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.