Scholarship Program

2025 Scholarship Program

In 2025, the Financial Planning Association of San Francisco is bringing back its scholarship program!

Two (2) scholarships of $1,000 each will be sponsored by the organization and given to two (2) qualified financial planning students. The two scholarships will be given to students looking for:

  • CFP® Course Scholarship – Offset the costs of coursework
  • CFP® Exam Scholarship – Cover exam fees and study materials

If you are or know a student that would like to apply, the application can be found here and submissions must be received by October 31st, 2025. Winners will be selected by and awarded at the January 2026 Chapter Meeting.

We’re so excited to be providing this scholarship once again!

If you’d like to get involved in sponsoring the 2026 Scholarship Program, please email info@fpasf.org or the Career Development Director, Oona Rokyta, at oona.rokyta@wealthspire.com.

Additional Resources

For anyone looking for support along their journey to becoming a financial planner, there are additional scholarships and discounts outlined below.

Diversity Scholarship:
FPA® National offers a Diversity Scholarship aimed at reaching underserved populations. For more information, please visit the link below to learn more about the Diversity Scholarship.

Residency Scholarship:
FPA® National offers a scholarship toward a residency program that can accelerate your path to meeting the experience requirement for CFP® certification. Funded by a grant from the Foundation for Financial Planning, you can learn more about the Residency program, please click here.

Scholarships and Education Discounts
FPA® National has partnered with a number of leading education providers in the financial services space to ensure FPA members have access to the best possible rates.

Become an FPA member here as an Aspiring Financial Planner for as little as $53/year to access the following discounts to fit your educational needs:

  • The American College
    15% Off Select Designation Programs
  • College for Financial Planning
    15% off professional education programs and courses
  • CFP Board
    Save $200 on certification exam.
  • Golden Gate University
    10% off tuition
  • Kaplan Financial Education
    15% off Kaplan products and services