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. 

FPA Scholarship recipients

Women in Finance and Economics Open Category Scholarship

We would like to congratulate our current recipients for the Open Category Scholarship Program, supported by the Department of the Prime Minister and Cabinet’s Office for Women.

  • Patricia Gregory
  • Breeanna Walsh
  • Mariam Talabani

Recipients receive up to $11,000 towards any activity of their choice relating to Accounting, Economics, Finance, Financial Planning, Banking, or Mortgage Broking, including a travel bursary up to $1,000. Applications are open now and are reviewed every week, with all disbursements within 14 days of receipt submission. Close 20 November 2022. Apply now!

CFP® Scholarships for Women in Economics and Finance

We are delighted to announce the recipients of the CFP® Scholarships for Women in Economics and Finance, which are presented in partnership with the Department of the Prime Minister and Cabinet’s Office for Women.

  • Jessica Dean
  • Kimberley Harrison
  • Tracey Nuttall
  • Thi Thanh Ngoc “Emmy” Pham
  • Rui Shi AFP®
  • Danielle Strauss
  • Tamara Ward
  • Wenzhe Wu

Recipients receive up to $3,570 towards enrolment in the CFP® Certification Program CFP C unit plus FPA Allied Professional membership (for new members only) and first year of CFP® membership.

FPA Scholarships into the CFP® Certification Program

We also congratulate the recipients of the CFP® Certification Program scholarships, supported by the FPA, which were open to male and female financial planners, paraplanners and those in their Professional Year.

CFP® Scholarships for financial planner AFP® members

  • Jayden Allison AFP®
  • Riordan Butler AFP®
  • Aaron Duncobe AFP®
  • Benjamin Neal AFP®

CFP® Scholarships for Paraplanners

  • Francis Filler

CFP® Scholarships for those in their Professional Year

  • Caleb Ludlow

CFP® Scholarships for financial planners on the FAR

  • Sahil Bhuller AFP®
  • Patricia Gregory

Recipients receive up to $3,570 towards enrolment in the CFP® Certification Program CFP C unit plus FPA Allied Professional membership (for new members only) and first year of CFP® membership.

FPA Scholarships currently open

FPA Scholarships for women

Scholarship:
Open to:Women
Supported by:
Eligibility:• Be commencing in one of the following programs for 2022:
o Bachelor of Commerce (Finance, Economics or Accounting)
o Master of Applied Finance
o MBA (Applied Finance)
o Master of Professional Accounting
o Master of Health Economics
• Be female.
• Demonstrate that you are in financial need, either by your scholarship equity assessment or a Statutory Declaration.
• Be intending to upskill or refresh skills in finance and economics to help you enter, re-enter, and achieve leadership roles in the industry (reference this in your personal statement).
• Be an Australian citizen or Australian Permanent Resident.
Value$7,500 for each recipient
Open:Open now. Closes 15 August 2022.
How to apply:Apply now

Scholarship:
Open to:Women
Supported by:
Eligibility:Must identify as female and be an Australian citizen/Permanent Resident who is intending to enrol (and subsequently enrols) in one of the following courses at the TAFE NSW Ultimo, St George or Meadowbank or Granville campuses: Certificate IV in Accounting and Bookkeeping Certificate IV in Financial Services Diploma of Applied Commerce Diploma of Business Bachelor of Applied Commerce Bachelor of Business Graduate Diploma of Financial Planning.
ValueUp to $13,200 each recipient
Open:Open now. Closes 12 August 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 December 2022.
How to apply:Apply now

Scholarship:Women in Finance and Economics (WFE) Open Category Scholarship Program
Open to:Women
Supported by:
Eligibility:• Must identify as a female.
• Must be an Australian Citizen or Permanent Resident.
• Intend to upskill or refresh skills to help enter, re-enter, and achieve leadership roles in finance and economics industries.
• Able to demonstrate any financial hardship or disadvantages, including but not limited to:
o Re-entering the workforce
o Low socio-economic status
o Mature age (50+) or young (18-35)
o Aboriginal and Torres Strait Islander
o New migrant
o Living in rural and remote areas.
ValueThe total scholarship amount per recipient is up to $11,000 (excl. GST)*

*$10,000 excl. GST for programs/events + $1,000 excl. GST for related travel expenses
Types of Programs/ EventsThe Open Category expenses MUST be related to Accounting, Economics, Finance, Financial Planning, Banking, or Mortgage Broking.

All scholarship funds can only use for any of the following expenses:
(a) Tuition fee for program courses or career development programs run by higher education providers, registered training organisations or professional member associations.
(b) Registration/ticket fees for professional conferences.
(c) Mentoring costs for programs run by professional associations or women’s networks.
(d) Costs related for internship/work experience programs.
(e) Others outside of (a) to (d) will be subject to approval against the scholarships purpose and relevance to the above fields.
Open:1 May 2022 – 30 November 2022

Applications are reviewed every week, with all disbursements within 14 days of receipt submission.
How to apply:Apply now

Upcoming FPA 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.

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