CFP Exam Scholarship Program

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
XYPN Diversity CFP^® Exam Scholarship
Open to XYPN Members AND Non-Members

Note: XYPN will not reimburse scholarship winners who have already registered and paid for the exam. The scholarship covers the cost of the CFP® exam at the early bird registration rate. If a recipient registers during the standard or late registration window, they will be responsible for paying the difference in cost.

Recipients of the XYPN CFP® Exam Scholarship and the XYPN Diversity CFP® Exam Scholarship will have 12 months, from the date credit is placed on their CFP account, to register for the CFP exam. After 12 months the credit will be removed from your CFP account and returned to XYPN for future scholarship recipients.

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
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

Trey Ortman

XYPN CFP® Exam Scholarship