The FPA Diversity Committee developed a merit-based scholarship program to sponsor Diversity Scholarship award recipients to attend an FPA national conference, collaborate with the FPA community and promote inclusivity and creativity within the financial planning profession.
The Scholarship is awarded to financial services students and professionals who demonstrate and act upon an intense desire to promote diversity in the financial planning profession. Criteria for applicants includes:
- Raising awareness of the profession in diverse communities;
- Serving diverse communities with financial planning; and
- Increasing professional opportunities for diverse communities within the financial planning profession.
The scholarship is available for the following national conferences:
Previous Winners Keith Beverly, MBA, CFP®, CFA Alexandra Hopkin, CFP®, AFC® Thao Truong, CFP® |
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FPA Retreat 2019 |
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Cait Howerton, MBA, AFC® |
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FPA Annual Conference 2018 |
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Robert Castillo Loojimps Marcius, CFP® Elizabeth Plot Miranda Reiter, CFP®
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FPA Retreat 2018 |
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FPA Annual Conference 2017 |
Kathleen Boyd Divam Mehta, CFP®, ChFC Roger Ma, CFP® |
FPA Annual Conference 2016 |
Yi Liu Diane Manuel Lauryn Williams |
FPA Retreat 2016 |
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FPA Annual Conference 2015 |
Danqin (Kristin) Fang Pamela Peña Serrano |
FPA Retreat 2015 |
Bhumi Shah |
FPA Annual Conference 2014 |
Scarlett (Yuanynan) Che Rianka Dorsainvil Phuong Luong
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FPA Retreat 2014 |
Stephen Barkhuff |
FPA Annual Conference 2013 |
Melanie Mendiola Guanlong (Peter) Wang Xiao (Cecilia) Zhong |
FPA Retreat 2013 |
Katarzyna (Kasia) Marczyk |
FPA Annual Conference 2012 |
Audry Batiste Sharif Small Sameer Somal |
FPA Retreat 2012 |
Juan Ros |
FPA Business Solutions 2012 |
Zaneilia Harris |
FPA Annual Conference 2011 |
Lazetta Rainey Braxton Gretchen Gates Michael Schiele |
FPA Retreat 2011 |
Marie Isabel Laurion |
FPA Denver 2010 |
Lanta Evans Motte Julian Johnson Leighann Miko |
FPA Retreat 2010 |
Mary Bell
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FPA Annual Conference 2009 |
Jennifer Arroyo Janine Scott Danielle Winchester |
FPA Annual Conference 2009 NexGen Preconference |
Rebecca Ligtenberg Sheena Parker |