The Richard B. (Dick) Wagner Memorial Scholarship Fund was established jointly by the CFP Board Center for Financial Planning and The Financial Planning Association® (FPA®) in an effort to advance and diversify the CERTIFIED FINANCIAL PLANNER™ professional workforce. The Fund honors the memory of Dick Wagner, who held the CFP® certification and was a well-known thought leader in the financial planning community with a passion for building the financial planning profession and empowering younger financial planners to succeed. He passed away in 2017 at age 68.
About the Scholarship
The scholarship will be awarded to students seeking to complete a CFP Board-Registered program – either certificate or Baccalaureate program – that would qualify them to sit for the CFP® exam. It is also open to new CFP® professionals desiring to advance their education through key FPA professional development programs, such as the FPA Retreat, Residency, NexGen Gathering, Annual Conference and mentorship opportunities. Eligible individuals must reside in the United States, demonstrate financial need and be part of an under-represented population related to gender, race, ethnicity, sexual orientation, individuals 35 and under or those with disabilities.
If you have questions about donating to the scholarship, please contact Rochelle Zeidman, Managing Director of Development, CFP Board, at rzeidman@CFPBoard.org or 202-379-2255.