November 2024 Review Course Grant Offer

We know that preparing well for the CFP® exam requires a significant investment of your resources, and we want to make that investment easier for you. Take advantage of this one-time only offer and claim your grant to help cover the cost of your November 2024 CFP® exam review course.

ELIGIBILITY POLICY REQUIREMENTS

• Grants will be distributed in the form of a reimbursement of up to $500 for costs incurred in enrolling in a CFP® certification review course.
• Grant will be distributed on a first-come, first-seved basis.
• Must be registered for the November 2024 CFP® exam prior to submitting a claim for the $500 grant.
• Must have previously taken the CFP® exam one time only and not yet passed the CFP® exam.
• Within 2 days of being notified of the grant, to obtain reimbursement, the candidate must submit to CFP Board (a) a receipt demonstrating payment for enrollment in a review course dated on or after August 15, 2024, (b) a CFP Board Expense Report form and ACH form.
• CFP Board intends to issue Reimbursement within 4 weeks after receiving the Expense Report form and ACH form.
• Must be a U.S. resident.

SUBMISSION REQUIREMENTS

Applicants must demonstrate that they have met the eligibility and submission requirements. CFP Board will accept only those grant applications submitted through the application form found at CFP.net/ExamGrant. Please do not attempt to apply for the grant via mail, fax, or email. Pay close attention to the requirements when submitting your application. Applicants must complete all fields in the application.

GRANT AWARDING PROCESS

CFP Board will issue grants to eligible applicants who fully meet the submission requirements on a first-come, first-served basis, until CFP Board has issued 120 grants.

GRANT CLAIM DEADLINE

Grants are available only for the November 2024 CFP® exam. The deadline to apply for the grant will be until all grants are distributed or October 23, 2024.