Scholarship Opportunities

FPA of Central Ohio has provided scholarships since 2000 in order to grant scholarships to students preparing for careers in the field of financial planning.

 

Financial Planning Association of Central Ohio Scholarship Fund:

Scholarships are awarded annually to college and university students and/or prospective CFP®
candidates, based primarily on merit. Below are eligibility requirements and an overview of the
application process.


Eligibility Requirements:

A student applicant must meet the following minimum criteria to be eligible for a scholarship:

• Enrolled at a not-for-profit college or university.
• Classified by the school as at least half-time based on credit hours taken.
• Expected to remain enrolled and at least half-time for the entire 2020-2021 academic
year, or until graduation if expected to graduate early in the 2020-2021 academic year.
• Majoring, minoring or maintaining a focus in a discipline which could reasonably be
expected to translate to a career in financial services and/or financial planning.
• Carrying a current GPA of at least 3.0.
A financial professional applicant (non-student) must meet three criteria to be eligible:
• Either currently enrolled in an accredited CFP® certification education program or will
enroll in one immediately upon awarding of a scholarship.
• Unable to receive any reimbursement for expenses related to earning CFP® certification.
• Expected to complete CFP® education and exam requirements within 18 months

Deadline:
Applications must be submitted by March 31 to be considered.

Award Amount:
Up to three $1,000 scholarships will be award

Please reach out to kevin.r.clark@ampf.com or admin@fpacentralohio.org to request more information on the application process and its requirements.

2020 FPA Central Ohio Scholarship Recipients

FPA of Central Ohio offers scholarships annually to deserving students seeking a career in financial services as well as planning professionals interested in pursuing CFP® certification. We are happy to announce this year’s class of scholarship recipients.

S. Harris

Sydney Harris, Undergraduate, The Ohio State University Class of 2021 (LinkedIn)
Sydney will be interning this summer for Atlanta-based wealth management firm TrueWealth. As the third member of her family to attend college, Sydney aspires to provide financial literacy to the African-American community and underserved individuals. She is majoring in Consumer and Family Financial Services and minoring in Insurance, with an expected graduation next May.

 

 

S. HuangStella Huang, Undergraduate, The Ohio State University Class of 2022 (LinkedIn)
Stella is an Accounting major, also minoring in Consumer and Family Financial Services. She entered OSU intending to become a medical doctor but changed her career focus and major after attending a financial planning convention. She intends to emphasize tax planning as part of a goals-based planning approach upon her graduation.

 

 

A. RitterbachAllisa Ritterbach, Financial Planner, Advanced Retirement Design (LinkedIn)
Allisa is a Consumer and Family Financial Services student graduating this year from The Ohio State University. She has worked at the Dublin-based Advanced Retirement Design since November, assisting the firm owner with planning recommendations, client service and social media marketing. She plans to study for and complete the CFP® certification exam within the next year.

Please reach out and congratulate these extraordinary individuals on their accomplishment.

We also wish to recognize and thank those who have contributed to the scholarship fund over the years; these awards would not be possible without their support. If you would like to invest in the future of our chapter and profession through a donation to the fund, please contact our chapter’s Career Development Director Kevin R. Clark by email at kevin.r.clark@ampf.com for more information.