Scholarship Programs

The FPA of MN has established the Montgomery Scholarship fund in honor of Henry Montgomery and his son Andrew. Henry Montgomery was one of the founding fathers of the International Association of Financial Planners (IAFP) and the Institute of Certified Financial Planners (ICFP) and has provided leadership and guidance to the financial planning industry for many years. In January 2000, these respective organizations combined to form one unified group - the Financial Planning Association. Each year, our members participate in programs that educate the public on the importance of personal financial planning. As we reflect on the accomplishments of the FPA, we are also creating a vision of the future of the FPA. In that respect, we are honored to formally recognize Henry and Andrew Montgomery by naming a scholarship after them. Recipients seeking support with their career development in the financial planning industry will receive a monetary scholarship (up to $1,000). We hope the Montgomery Scholarship Fund serves as a reminder to practitioners and students of the leadership and service that was provided to our industry by the Montgomerys. An application, which outlines the rules of eligibility, is available in pdf format. If you prefer one mailed to you, call FPA of MN at 763-781-1212 or email office@fpamn.org

Full-time students who are attending an accredited college or university and are a member of a financial planning club, or students pursuing their CFP® certification, are eligible to attend their first FPA of MN meeting free of charge to allow them to experience our organization and network with our members. Our goal is to bring together students interested in the financial planning field to allow them to interact with experienced professionals of the FPA of MN chapter. To take advantage of this offer you must call FPA of MN at 763-781-1212 or send an e-mail to office@fpamn.org.

Full-time students or career changers are eligible to receive a scholarship for attendance at the 2023 FPA Annual ASCEND Conference at no cost. An application, which outlines the rules of eligibility, is available in pdf format. Applications must be received by October 15th. Applications received after the deadline are not guaranteed review. Applicants selected to participate will be notified no later than Friday, October 15th.
Questions? Contact Career Development Director David Leflar, 763-367-304, careerdevelopment@fpamn.org, or Executive Director Katie Wallstein, 763-781-1212, office@fpamn.org

This is an opportunity to apply to attend Financial Planning Day to shadow and network with CERTIFIED FINANCIAL PLANNER™ Professionals as they work with walk-in clients on real-life financial planning questions and situations. Applications must be received by September 23rd. Applications received after the deadline are not guaranteed review. Applicants selected to participate will be notified no later than Monday, September 26th. Submit Application to: Executive Director, Katie Wallstein - office@fpamn.org.

Financial need is not a consideration; merit is. Win a scholarship to the FPA NexGen Gathering! FPA NexGen encourages you to submit an application to attend this event on us. The conference scholarship will cover your registration fee, onsite lodging, conference meals (after hour drinks and/or food are not included), and reasonable travel expenses to and from​ the conference site. Download an application with eligibility criteria. Forward applications to ​nexgen@fpamn.org.

The FPA of Minnesota seeks to raise awareness and promote an environment that embraces diverse communities – of consumers and professionals. In so doing, FPA strives to increase opportunities and access for the wildest spectrum, so that all may join, collaborate, and thrive with an inclusive financial planning community. New or current FPA members who self-identify as a person of color, woman, or diverse culture and is involved within the financial planning profession are eligible to receive a scholarship for a 1-year FPA Membership and Monthly Chapter Meeting Season Pass. Please review the application for complete eligibility rules and requirements. Questions and completed applications can be forwarded to dei@fpamn.org. Sponsorship opportunities are available if you or your firm would like to support this scholarship. Please review the commitment form for additional information.