Scholarship Programs

the montgomery
scholarship fund

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.Two $1,000 scholarships will be awarded to students pursuing their CERTIFIED FINANCIAL PLANNER™ certification who are admitted to a program administered by an accredited college or university registered with the Certified Financial Planner Board of Standards, Inc. 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 send an e-mail to

MN FPA meeting

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

students symposium

Full-time students or career changers are eligible to receive one of 20 scholarships for attendance at the annual MN FPA Symposium at no cost. An application, which outlines the rules of eligibility, is available in pdf format. Questions? Contact Career Development Director Nick Thunker, 952-896 -5704,, or Executive Director Jessica Hawthorne, 763-781-1212,

financial planning day

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 October 12th. Applications received after the deadline are not guaranteed review. Applicants selected to participate will be notified no later than Friday, October 19th. Submit Application to: Executive Director, Jessica Hawthorne -

nexgen gathering

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 ​