Closing the Diversity Gap

Meeting the needs of all customers, by building a diverse financial planning industry.

Our Commitment

Dalton Education’s Diversity Initiative was created to bolster the number of educated and credentialed minority and female financial planners.

The Dalton Education CFP® Education Scholarship provides up to $3,000 to those who qualify. This financial assistance can be used for CFP® education courses through NYU School of Professional Studies.

Multiple scholarships will be awarded by Dalton Education 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 interested in pursuing a career in the financial planning field, and must be from an underrepresented group 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 credit hours of completing an undergraduate degree (Junior or Senior).

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

Apply Now

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