(925) 778-1165 eastbayfpa@gmail.com

Scholarship Program

FPA Bay Area Scholarship Program

The Chapter sponsors a scholarship program annually. These awards provide financial assistance in the form of $1,000 – $2,000 scholarships to pay for expenses related to attaining the CFP® credential or attending the FPA Residency Program. Applications are open to current members who have the intention to take all required courses for the CFP® exam and become involved in the Chapter leadership. Scholarships are awarded at our January Chapter Meetings. For more information please contact our Director of Career Development and Scholarship Chair.

 

2023 CFP® Scholarship Program

Calling for scholarship applicants! The FPA East Bay chapter will each award $1,000 – $2,000 scholarships to pay for expenses related to attaining the CFP® credential or attending an FPA Residency Program. To be eligible, you must be a current and continuing member of FPA and affiliated with either the San Francisco, or East Bay chapter. The scholarship recipients will be selected based on their demonstrated commitment to the financial planning profession and the CFP credential, academic and professional accomplishments, leadership potential and community service/pro bono work.

Scholarship Eligibility Criteria:

  • You must have the intention to take all required courses for the CFP® exam and become a CFP® certificant
  • If your employer reimburses 50% or more of the associated costs of your CFP® education or FPA Residency Program, you are not eligible for this scholarship
  • We encourage you to be a current and continuing Member of FPA and affiliated with either the San Francisco, or East Bay chapter, with a commitment to regularly attend meetings and becoming involved in the chapter.
  • You must not have won another FPA or CFP®-related scholarship within the past 24 months

Submit your application by December 15, 2023. Download the application here.
For more information, please contact  Hyun Joo Park for the East Bay.

Past Scholarship Winners

2015 – Beth McClelland & Stephanie Shaffer
2016 – Ligaya MacGregor & Arnie Cabiles
2017 – N/A
2018 – Isabelle Hicks
2019 – Jeanette Ng & Dustin Blodgett
2020 – N/A
2021 – Chris Wall
2022 – Danielle Miura