CFFP Scholarship Application Form

Merit Scholarship Application

Please provide all required information below in order to be considered for a Merit Scholarship through College for Financial Planning^®—a Kaplan Company.

Name*

First Name

Last Name

Address*

Address Line 1

Address Line 2

City

State

ZIP Code

Email*

Phone*

Country

Are you a U.S. resident?*

Yes No

Are you a student who is currently enrolled in any education program or course through the College for Financial Planning®—a Kaplan Company?*

Yes No

Are you an employee of Kaplan, Inc. or any of Kaplan's subsidiary companies? *

Yes No

Only U.S. residents are eligible to apply for our merit scholarships.

Students who are currently enrolled in any education program or course through the College for Financial Planning®—a Kaplan Company are not eligible to apply. Scholarship applications received from students who are currently enrolled will be automatically withdrawn.

Program of Interest

Which education program are you interested in? Choose one.*

CFP® Certification Program Professional Designation Program Master of Science Degree Program

Does your employer pay for or reimburse for the program you are applying for?*

Yes No

Employment Start Date

Employment End Date

Use today's date if currently employed

Place of Employment

Job Title & Description

Supervisor Name & Title

Address

Address Line 1

City

State

ZIP Code

Would you like to enter another employer?

Yes No

Employment Continued

Employment Start Date*

Employment End Date*

Use today's date if currently employed

Place of Employment*

Job Title & Description*

Supervisor Name & Title*

Address*

Address Line 1

City

State

ZIP Code

Would you like to enter another employer?

Yes No

Employment Continued

Employment Start Date*

Employment End Date*

Use today's date if currently employed

Place of Employment*

Job Title & Description*

Supervisor Name & Title*

Address*

Address Line 1

City

State

ZIP Code

Education Start Date

Education EndDate

Institution Name

Degree Earned

Address

Address Line 1

City

State

ZIP Code

GPA

Would you like to add another institution?

Yes No

Education Continued

Education Start Date*

Education EndDate*

Institution Name*

Degree Earned*

Address*

Address Line 1

City

State

ZIP Code

GPA*

Would you like to add another institution?

Yes No

Education Continued

Education Start Date*

Education EndDate*

Institution Name*

Degree Earned*

Address*

Address Line 1

City

State

ZIP Code

GPA*

Resume

Upload your recent resume (Word, PDF or Google document). Be sure your first name, last name, and email are on the resume.

Upload Your Resume*

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Goals & Achievements

State your goals and also include areas in which you have been recognized, demonstrated leadership qualities and/or a commitment to a career in financial services or contributed to your community, including any awards, speaking engagements and/or volunteer work. Applicants for a merit scholarship for our Master of Science degree program should include prior financial education such as professional designations or college coursework. Upload your written response (Word, PDF or Google document). Be sure your first name, last name and email are on your response.

Upload Your Goals and Achievement Document *

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State your goals and also include areas in which you have been recognized or contributed to your community, including any awards, speaking engagements, and/or volunteer work.

Essay Question

Please answer the following essay question in a manner that highlights your unique qualifications.

If this scholarship is an investment in you personally, what will be the return on investment you would bring to the financial planning profession? (500-750 words)

We strongly encourage only original writing to tell us about yourself and why you should be awarded a scholarship. If you use artificial intelligence (AI) technology in any manner to help with your response, you must cite this at the end of your response.

Upload your responses in a single document (Word, PDF, Google document). Be sure your first name, last name, and email are on the document.

Upload Your Essay Question Document*

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Letter of Recommendation

One letter of recommendation from a current or recent employer, colleague, or educator highlighting your leadership qualities, community service, significant achievements in the classroom or workplace, and/or a commitment to a career in financial planning (Upload your letter of recommendation (Word, PDF or Google document). Be sure your first name, last name, and email are on the letter.

Upload Your Letter of Reference*

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Upload Letter of Reference #2

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Acknowledgements

I acknowledge that I have reviewed the requirements for applying for and fulfilling a Merit Scholarship through College for Financial Planning®—a Kaplan Company. I am submitting a completed application as per these requirements.

If awarded a Merit Scholarship, I acknowledge the following:

Within one month of being notified of my scholarship, I must provide an official transcript of my completed bachelor’s degree from a regionally accredited institution or an equivalent transcript evaluation if I earned my bachelor’s degree from an institution outside of the United States.(if awarded either a merit scholarship for CFP® certification or Master of Science degree program.)
I must remain in good academic standing for the entirety of the program and complete the program’s academic requirements within the timeframe described in the following applicable timeframes:
- CFP^® Certification Merit Scholarship
  - Enroll within 90 days of being awarded the merit scholarship in either the College’s structured pace or self-paced education program and
  - Complete the education program within two years
- Designation Program Merit Scholarship
  - Enroll within 90 days of being awarded the merit scholarship in a designation program and
  - Complete the program within 120 days after receiving online access
- Master of Science Degree Program Merit Scholarship
  - Apply for the Master's program within 90 days of being awarded the merit scholarship
  - Complete the program within five years
I agree to adhere to the highest standards of academic integrity. I acknowledge that plagiarism, whether deliberate or unintentional, is a serious violation of ethical standards in scholarship and that I may be penalized if it is determined I am not the original author of work I have submitted, including the use of AI-generated content such as ChatGPT or other language processing algorithms.
Failure to remain in good academic standing will result in a forfeiture of the scholarship and require self-pay should I wish to complete the program.
I agree to provide written and video testimonials after completing my education program associated with my merit scholarship for use in future promotional materials.

By submitting this acknowledgement I attest that all information regarding my application is currently true and accurate.

Signature*

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Name

First Name

Last Name

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I understand that I still need to submit two letters of recommendation and a copy of my resume.

Check to Confirm

I am applying to the Ginger E. Current Professional Designation Merit Scholarship

Designation of Interest

AAMS® APMA® AWMA® CMFC® CRPC® FPQP™

Check to confirm

I am applying to the Loren Dunton Merit Scholarship

Address Type

Home Business

Check to confirm

I am applying to the David M. King Merit Scholarship

Secondary Phone Number

Email

California Notice at Collection.

Merit Scholarship Application

Program of Interest

Employment

Employment Continued

Employment Continued

Education

Education Continued

Education Continued

Resume

Goals & Achievements

Essay Question

Letter of Recommendation

Acknowledgements

Ginger E. Current Professional Designation Merit Scholarship

Loren Dunton Merit Scholarship

Personal Information

David M. King Merit Scholarship