Diversity Initiative for Women and Minorities: Financial Assistance Information

 

Dalton Education is proud to offer CFP® exam education financial assistance to women and minority individuals looking to advance their career in the financial planning field.

Financial Assistance up to $3,000 is available for individuals who meet the demographic criteria and are not currently financial planners or advisors, but looking to begin a career in the industry. Our goal is to increase diversity in the financial profession by helping career changers and new-to-the-field professionals earn their CFP® certification.  Financial assistance can be used for CFP® education courses through Santa Clara University Leavey School of Business.

Scholarships are awarded on an ongoing basis based on the criteria with the application. If you would like to be considered and meet all eligibility requirements, please apply below. Candidates will receive award decisions within 30 days of full application submission.

To apply for financial assistance from Dalton Education, please follow the link below and fill out the application and submit the required documents to your enrollment advisor.

 

minority scholarship 

Our application includes:

  • Your education history (Degrees and GPA)
  • Employment History
  • Three short essay questions (1000 characters or less)
    • Why did you choose a career in financial planning?
    • How will the CFP® mark help you grow?
    • What are your goals in financial planning?

Apply Here

Eligibility Requirements

  • Must be a women or minority looking to pursue a career in the financial planning field.
  • Must have an undergraduate or advanced degree or be within 60 hours of an undergraduate degree (Junior or Senior).
  • Have not completed any prior CFP® education requirements

Please contact one of our friendly enrollment advisors who will be happy to help you learn more about how you can earn your CFP® certification and start your new career today.

 

 

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