The Financial Planning Association of Australia The Financial Planning Association of Australia

FPA Scholarships Program

The FPA strongly supports the education and upskilling of all financial planners and prospective financial planners.

The many education initiatives of the FPA include the CERTIFIED FINANCIAL PLANNER® designation, accreditation of hundreds of hours of Continuing Professional Development (CPD), accreditation and mapping of tertiary education providers’ courses via the Financial Planning Education Council (FPEC) and the support of a research journal dedicated to financial planning (FPRJ).

The FPA is now proudly administering a scholarship program of over $1.5m, on behalf of generous donors and grant schemes, to provide wider access to these education opportunities. 

Scholarships currently open

Scholarships for women

Scholarship:CFP® Scholarships for Women
Open to:Women
Supported by:
Eligibility:Must identify as a female who is eligible to enter the CFP® Certification Program.

Successful applicants must meet one or more of the following:

  • Young (16 to 34 years old)
  • Mature (50+ years old)
  • Aboriginal or Torres Strait Islander
  • In a rural or remote* area
  • Re-entering the workforce or changing career
  • Low socio-economic status
  • A new migrant

* For the government definitions of rural and remote click here click here.
Value:Up to $3,570 towards enrolment in CFPC unit plus FPA Allied Professional membership (for new members) and first year of CFP® membership.
Open:Open now. Closes 15 October 2021.
How to apply:Apply now
Successful applicants must be enrolled in CFP C unit before 31 December 2022. CFP® membership fees must be applied before 30 June 2022.

Scholarship:40 Hours of CPD for Women
Open to:Women
Supported by:
Eligibility:Must identify as a female who is eligible to enter the CFP® Certification Program.

Successful applicants must meet one or more of the following:

  • Young (16 to 34 years old)
  • Mature (50+ years old)
  • Aboriginal or Torres Strait Islander
  • In a rural or remote* area
  • Re-entering the workforce or changing career
  • Low socio-economic status
  • A new migrant

* For the government definitions of rural and remote click here click here.
Value:Up to $1,593 towards 2021 CPD Masterclass plus 2020 Virtual Congress CPD package plus membership to join or renew at next renewals
Open:Open now. Closes 15 October 2021.
How to apply:Apply now
Access to CPD courses will be emailed to successful applicants. Recipients will be able to review the content for up to 12 months.

Scholarship:
CA ANZ Mentor Exchange Program
Open to:Women
Supported by:
Eligibility:Be a female full CA ANZ member; AND be an Australian citizen or Permanent Resident
Open:20 September 2021
How to apply:Apply now

Scholarship:
Deakin University: Women in Finance and Economics Scholarship
Open to:Women
Supported by:
Eligibility:Must identify as female and be a commencing student in Trimester 1 2022 and enrolled in either Master of Financial Planning (M769) or Graduate Diploma of Financial Planning (M669) at Deakin University.
Value:$7,500
Open:Open now. Closes 15 February 2022.
How to apply:Apply now

Scholarship:

F3: Women in Finance and Economics Scholarship
Open to:Women
Supported by:
Eligibility:Be a female student enrolled in any year of an F3/FPA approved undergraduate program at an Australian University.
Open:Open now. Closes October 2022.
How to apply:Apply now

Scholarship:Futurity Investment Group: Advancing Women in Financial Planning Scholarship
Open to:Women
Supported by:
Eligibility:Must identify as a female, be a  financial planner and have recently registered on the Financial Advisers Registry (FAR), within 24 months or less.

The selection process will take into account how this scholarship will help advance the financial planner’s career.
Value:$5,000 Futurity Education Bonds will be established by the FPA in the name of the successful applicants to use toward their ongoing educational journey at any Institution within Australia. Additionally, upon establishment of the Bonds, Futurity will pay the FPA membership for one year for the relevant Bond Owners.
Open:Open now. Closes 15 October 2021.
How to apply:Apply now

Scholarship:
Kaplan Professional: Master of Financial Planning
Open to:Women
Supported by:
Eligibility:Must identify as female and be commencing in Kaplan Professional’s Master of Financial Planning. Applicants will be considered based on their ability to demonstrate one or more sources of disadvantage. Full details are available here.
Value:Up to $10,000 or the equivalent of four postgraduate subjects, with $8,500 funded by the sponsor and the remainder funded by Kaplan Professional, to be paid directly towards the recipient’s tuition fees.
Open:Open now. Closes 1 October 2021
How to apply:Apply now

Scholarship:
RMIT University: Women in Finance and Economics Scholarship
Open to:Women
Supported by:
Eligibility:Full details are available here.
Value:Between $10,000 to $14,500 paid as a contribution towards tuition fees.
Open:Open now. Closes 10 October 2021
How to apply:Apply now

Scholarship:
SMSFA: Designation Scholarships
Open to:Women
Supported by:
Eligibility:Must identify as female who is commencing an eligible SSA or SSAud with SMSFA.

Successful applicants must meet one or more of the following:

  • Young (16 to 34 years old)
  • Mature (50+ years old)
  • Aboriginal or Torres Strait Islander
  • In a rural or remote* area
  • Re-entering the workforce or changing career
  • Low socio-economic status
  • A new migrant

* For the government definitions of rural and remote click here click here.

Value:$1,980
Open:Open now. Closes 15 October 2021
How to apply:Apply now

Scholarships for men and women

Scholarship:CFP® Scholarships for those in their Professional Year
Open to:Men and women
Supported by:
Eligibility:Anyone eligible for the CFP® Certification Program who is doing their Professional year can apply. Contribution to the community and the financial planning profession will be taken into consideration when awarding these scholarships.
Value:Up to $3,570 towards enrolment in the CFPC unit plus FPA Allied Professional membership (for new members) and first year of CFP® membership.
Open:Open now. Closes 15 October 2021.
How to apply:Apply now
Successful applicants must be enrolled in CFP C unit before 30 June 2022. CFP® membership fees must be applied before 30 June 2022.

Scholarship:CFP® Scholarships for Paraplanners
Open to:Men and women
Supported by:
Eligibility:Anyone eligible for the CFP® Certification Program who is working as a paraplanner can apply. Contribution to the community and the financial planning profession will be taken into consideration when awarding these scholarships.
Value:Up to $3,570 towards enrolment in the CFPC unit plus FPA Allied Professional membership (for new members) and first year of CFP® membership.
Open:Open now. Closes 15 October 2021.
How to apply:Apply now
Successful applicants must be enrolled in CFP C unit before 30 June 2022. CFP® membership fees must be applied before 30 June 2022.

Scholarship:CFP® Scholarships for Financial Planners on the FAR
Open to:Men and women
Supported by:
Eligibility:Anyone eligible for the CFP® Certification Program who is on the Financial Adviser Register can apply. Contribution to the community and the financial planning profession will be taken into consideration when awarding these scholarships.
Value:Up to $3,570 towards enrolment in the CFPC unit plus FPA Associate membership (for new members) and first year of CFP® membership.
Open:Open now. Closes 15 October 2021.
How to apply:Apply now
Successful applicants must be enrolled in CFP C unit before 30 June 2022. CFP® membership fees must be applied before 30 June 2022.

Scholarship:CFP® Scholarships for Financial Planner AFP® members
Open to:Men and women
Supported by:
Eligibility:Anyone eligible for the CFP® Certification Program who is a Financial Planner AFP® member of the FPA can apply. Contribution to the community and the financial planning profession will be taken into consideration when awarding these scholarships.
Value:Up to $3,570 towards enrolment in the CFPC unit and first year of CFP® membership.
Open:Open now. Closes 15 October 2021.
How to apply:Apply now
Successful applicants must be enrolled in CFP C unit before 30 June 2022. CFP® membership fees must be applied before 30 June 2022.

Upcoming scholarships

Our generous sponsors and donors

Prime Minister and Cabinet Office for Women
Expanding on the Australian Government Women’s Leadership and Development Program (WLDP), the Prime Minister and Cabinet Office for Women have awarded a $1.5m grant to the FPA to administer scholarships that encourage and assist women, particularly from disadvantaged backgrounds, to enter, re-enter and achieve leadership roles across the financial services sector. The aim of these scholarships is to help create a talent pool and pipeline for diversity in business leadership for the future.

Financial Planning Association of Australia (FPA)
The FPA is Australia’s leading professional association for financial planners, the Financial Planning Association (FPA) represents the interests of the public and over 13,000 members. 

Futurity Investment Group
Futurity Investment Group are an independent and mutually structured financial institution and Australia’s leading issuer of tax-effective, life-event Education Bonds. With total assets of $1.18 billion, our financial strength and capital reserves enable us to meet our long-term commitments to members through all investment cycles. Since our inception in 1974, more than 557,000 children have received education benefits and $3.35 billion paid to our members and their education beneficiaries. Futurity is an APRA regulated and supervised financial institution.

FAQs

Sign up for email updates
on the FPA Scholarships Program

    Closed scholarships