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DE&I

OVERCOMING ADVERSITY SCHOLARSHIP


ÃÛѨÊÓƵ is proud to support aspiring planners with a demonstrated commitment to advancing diversity, equity and inclusion.
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With this scholarship, ÃÛѨÊÓƵ seeks to support the development of the next generation of exceptional, client-centric financial planners. In partnership with the CFP® Board Center for Financial Planning, EFE awards up to $5,000 per individual to candidates who have shown a demonstrated commitment to advancing DE&I. Interested in applying? Applications typically open in February. Check the to apply.

I aspire to be a leader in financial education to help other women, first-generation college graduates and anyone else who desires to be financially literate. The ÃÛѨÊÓƵ scholarship enabled me to enroll in the CFP® course at Bryant University, making me closer to becoming a leader in my community and bridging the gender gap in the finance industry.

— Sharon Garcia, 2023 ÃÛѨÊÓƵ CFP® Certification Scholarship for Overcoming Adversity