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. Dalton Education’s Diversity Initiative was created to change that, to bolster the number of educated and credentialed minority individuals and women in the financial planning field.

The Dalton Education CFP® Education Scholarship provides up to $3,000 to those that qualify. This financial assistance can be used for CFP® education courses through the University of Miami.

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 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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