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Apply for a Scholarship

AssetMark Scholarship

ABOUT THE SCHOLARSHIP 
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At AssetMark, we believe that a diverse and respectful community is a strong community. Through our annual Women Advisors Forum, we are working to ensure greater diversity in the financial services industry. As part of this commitment, AssetMark has partnered with CFP Board Center for Financial Planning to offer this special scholarship providing financial assistance to eligible candidates taking the March 2025 CFP® exam.

On behalf of Michael Kim, CEO, Esi Minta-Jacobs, Executive Vice President, Carrie Hansen, Chief Operations Officer and the People of Color Employee Resource Group from AssetMark, Inc. and in partnership with CFP Board Center for Financial Planning, the scholarship awards $625 toward the early registration rate of $825 for the March 2025 CFP® exam. This means a scholarship awardee will assume financial responsibility for $200 of the March 2025 CFP® exam.

To qualify for the scholarship, applicants must not be registered to take the March 2025 CFP® exam, meet eligibility criteria below and successfully complete this application form. CFP Board will award scholarships on a first-come, first-served basis to eligible applicants.

CFP Board will notify awardees that they received the scholarship and will work with them to register for the March 2025 exam with a $625 discount code. Only register for the exam after being notified of the award, or you will forfeit the scholarship. This scholarship does not retroactively reimburse exam registrations already paid for before receiving the scholarship.

ELIGIBILITY POLICY REQUIREMENTS

  • Must not be a prior recipient of the AssetMark Scholarship
  • Must not be registered for the March 2025 CFP® exam prior to being notified of the award.
  • After being notified of the scholarship award, the awardee must register for the March 2025 CFP® exam by January 14.
  • After receiving the scholarship, must take the complimentary Practice Exam by March 4 and provide proof of Practice Exam completion to [email protected], or else forfeit the award. Please email your diagnostic score report, provided after the practice exam is done, as proof of completion.
  • Upon registering for the exam, the awardee will have until March 4 to secure an exam seat with Prometric. Failure to secure an exam with Prometric will result in de-registration and postponement of the exam, including a postponement fee of $500 that is not refundable under this scholarship.
  • Must be a U.S. resident.
  • Must identify as a woman AND Asian, Black or African American, Hawaiian Native or Pacific Islander, Hispanic or Latino, American Indian or Alaskan Native, or two or more of these ethnicities.
  • Must not receive any other scholarships or financial aid toward the March 2025 CFP® exam (including but not limited to employer funding).
  • Must pass a background check conducted by CFP Board.

SUBMISSION REQUIREMENTS

Applications will only be accepted through the application form below. Please do not attempt to submit application materials via mail, fax or email. Pay close attention to the requirements when submitting the application.

AWARD PROCESS

Following the application review, awards will be provided on a first-come, first-served basis to applicants who meet the eligibility requirements and successfully complete the application. After receiving the award, recipients will be provided with instructions for registering for the exam at a discounted rate.

As a contingency of the award, candidates agree to take the complimentary Practice Exam provided at exam registration by March 4 and provide proof of Practice Exam completion to [email protected] by March 4 or else forfeit the award. Please email your diagnostic score report, provided after the practice exam is done, as proof of completion.

AWARD POLICIES

Upon registering for the exam, an awardee will have until March 4 to secure an exam seat with Prometric. Failure to secure an exam with Prometric will result in de-registration and postponement of the exam, including a postponement fee of $500 that is not refundable under this scholarship.

Application Deadline

The application window will be open until November 21, 2024.

AWARD DECISION

Scholarship applicants will be notified of the award decision via email on December 2, 2024. If you have a question about the status of your application, please contact us at [email protected].

Application

CFP Board Account Number (if you don’t have a CFP Board account, click here to create one)

CFP® Exam
You must not be already registered for the March 2025 CFP® exam.

Are you currently registered for the March 2025 CFP® Exam?
Gender:
Ethnicity (select all that apply):

Other Financial Aid

You must not be receiving any other scholarships or financial aid toward the March 2025 CFP® exam (including but not limited to employer funding).

Have you received any other scholarships or financial aid to cover any portion of the cost of the March 2025 CFP® exam?

Exam Registration Acknowledgement
By submitting this form, I certify that I understand I must register for the CFP® exam by January 14, 2025 by connecting with CFP Board staff. If I decide not to register, I certify that I will notify CFP Board staff by January 14, 2025. If I decide not to register or fail to communicate with the CFP Board staff by the deadline, I understand that I forfeit the scholarship award.

Practice Exam Acknowledgement
By submitting this form, I certify that I will take a Practice Exam and provide proof of Practice Exam completion to [email protected] by March 4 or else forfeit the award.

Prometric Exam Seat Acknowledgement
By submitting this form, I certify that I will secure an exam seat with Prometric by March 4, 2025. I understand that failure to secure an exam with Prometric will result in de-registration and postponement of the exam, including a postponement fee of $500 that is not refundable under this scholarship.

Background Check Acknowledgment

By submitting this form, I give permission to CFP Board to run a background check during the scholarship selection process and, if I am awarded a scholarship, then during the term of the scholarship. CFP Board will evaluate scholarship applicants (and those who are awarded scholarships) against the Fitness Standards that apply to those who are applying for CFP® certification. CFP Board will conduct this evaluation pursuant to the same process that CFP Board follows when reviewing applications for CFP® certification. If CFP Board obtains information that would subject the scholarship applicant (or scholarship awardee) to an investigation if the scholarship applicant or scholarship awardee were an applicant for CFP® certification, then CFP Board (a) in the case of an applicant, will deny the scholarship application, or (b) in the case of a scholarship awardee, have the right, in CFP Board’s sole discretion, (1) to terminate the scholarship and discontinue scholarship payments, or (2) to suspend the scholarship and scholarship payments pending further CFP Board action. As part of an application for CFP® certification, applications and scholarship awardees must demonstrate ethical fitness in accordance with CFP Board’s Fitness Standards. The fact that an individual receives a scholarship (or continues receiving scholarship payments) is not a representation, promise, or guarantee that the individual will satisfy CFP Board’s Fitness Standards when the individual applies for CFP® certification.

Sharing of Information with Sponsor Acknowledgement

By submitting this form, I give permission to CFP Board to share my contact information and headshot with the sponsor for potential outreach regarding recruitment or events and recognizing my award.