Closing the Diversity Gap

To meet the needs of all customers, we need a diverse financial planning industry.

Our Commitment

As of 2017, the CFP Board showed that only 6% of financial planners reported as African American and just 32% as women. Our Diversity Initiative was created to change that, to bolster the number of educated and credentialed minority individuals and women in the financial planning field.

Today, we are proud to offer financial assistance to those that qualify. The Dalton Education CFP® Certification Education Scholarship provides up to $3,000 for our CFP® certification education courses.

Multiple scholarships will be awarded every year on a first-come, first-served basis to qualified applicants who successfully complete the application process. If you would like to be considered and you meet all eligibility requirements, please apply below.

Eligibility Requirements

Must be looking to pursue a career in the financial planning field, and from an underrepresented population in terms of gender, race or ethnicity, AND/OR a military veteran or a spouse of a military veteran.

Must have an undergraduate or advanced degree, or be within 60 hours of an undergraduate degree (Junior or Senior).

Must confirm to not have completed any prior CFP® certification education requirements.

Apply Now

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