The FPA of MN has established the Montgomery Scholarship fund in honor of Henry Montgomery and his son Andrew. Henry Montgomery was one of the founding fathers of the International Association of Financial Planners (IAFP) and the Institute of Certified Financial Planners (ICFP) and has provided leadership and guidance to the financial planning industry for many years.In January 2000, these respective organizations combined to form one unified group - the Financial Planning Association. Each year, our members participate in programs that educate the public on the importance of personal financial planning. As we reflect on the accomplishments of the FPA, we are also creating a vision of the future of the FPA. In that respect, we are honored to formally recognize Henry and Andrew Montgomery by naming a scholarship after them.Two $1,000 scholarships will be awarded to students pursuing their CERTIFIED FINANCIAL PLANNER™ certification who are admitted to a program administered by an accredited college or university registered with the Certified Financial Planner Board of Standards, Inc. We hope the Montgomery Scholarship Fund serves as a reminder to practitioners and students of the leadership and service that was provided to our industry by the Montgomerys. An application, which outlines the rules of eligibility
, is available in pdf format. If you prefer one mailed to you, call FPA of MN at 763-781-1212 or send an e-mail to email@example.com
MN FPA meeting
Full-time students who are attending an accredited college or university and are a member of a financial planning club, or students pursuing their CFP® certification, are eligible to attend their first FPA of MN meeting free of charge to allow them to experience our organization and network with our members. Our goal is to bring together students interested in the financial planning field to allow them to interact with experienced professionals of the FPA of MN chapter. To take advantage of this offer you must call FPA of MN at 763-781-1212 or send an e-mail to firstname.lastname@example.org
Full-time students or career changers are eligible to receive one of 10 scholarships for attendance at the 2020 FPA Annual ASCEND Conference at no cost. An application, which outlines the rules of eligibility
, is available in pdf format. Applications must be received by October 15th
. Applications received after the deadline are not guaranteed review. Applicants selected to participate will be notified no later than Monday, October 19th
Questions? Contact Career Development Director Nick Gearhart, 612-215-1823, Nicholas.Gearhart@claconnect.com
, or Executive Director Jessica Hawthorne, 763-781-1212, email@example.com
financial planning day
This is an opportunity to apply to attend Financial Planning Day to shadow and network with CERTIFIED FINANCIAL PLANNER™ Professionals as they work with walk-in clients on real-life financial planning questions and situations. Applications must be received by October 16th
. Applications received after the deadline are not guaranteed review. Applicants selected to participate will be notified no later than Friday, October 18th. Submit Application to: Executive Director, Jessica Hawthorne - firstname.lastname@example.org
Financial need is not a consideration; merit is. Win a scholarship to the FPA NexGen Gathering! FPA NexGen encourages you to submit an application to attend this event on us. The conference scholarship will cover your registration fee, onsite lodging, conference meals (after hour drinks and/or food are not included), and reasonable travel expenses to and from the conference site. Download an application
with eligibility criteria. Forward applications to email@example.com
The College for Financial Planning® — a Kaplan Company has just announced the launch of a Diversity Scholarship Program offering up to 60 scholarships annually to underrepresented, qualified individuals pursuing the education requirement necessary to attain CFP® certification. Applications for the first 20 scholarships are due by December 15, 2020.
Each scholarship covers the full cost of a one-year program for CFP® certification consisting of required education and exam prep review, valued at approximately $7,600. Scholarship recipients will be announced approximately one month after the application deadline.
Don't miss this opportunity to earn a scholarship for CFP® certification education—apply by December 15, 2020!