Financial Assistance
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Interested in a Career in Finance
Must be looking to pursue a career in the financial planning field.
Advanced Degree
Must have an undergraduate or advanced degree, or be within 60 hours of an undergraduate degree (Junior or Senior).
Underrepresented population or military background
From an underrepresented population in terms of gender, race or ethnicity, AND/OR active military or veteran or a spouse of an active military or veteran.
No CFP certification requirements
Must confirm to not have completed any prior CFP® certification education requirements.