Impact Through Education

The Caring Cetera Diversity in Financial Planning Scholarship is expanding opportunities for the next generation of financial professionals. We support promising students with financial need who have been traditionally underrepresented in the financial planning profession, including racial minorities, women, and members of the LGBTQ+ community.

Impact Through Education

The Caring Cetera Diversity in Financial Planning Scholarship is expanding opportunities for the next generation of financial professionals. We support promising students with financial need who have been traditionally underrepresented in the financial planning profession, including racial minorities, women, and members of the LGBTQ+ community.

Funding the Future of Student Success

Administered by Scholarship America, the Diversity in Financial Planning scholarship drives financial literacy, advanced education and ongoing career development support by working with students to overcome barriers throughout their professional journey. Recipients receive $5,000 renewable grants annually and the opportunity to participate in financial literacy and mentoring programs.

Students enrolled or seeking to enroll in an accredited financial planning program at any university throughout the U.S. are encouraged to apply.

The scholarship seeks to support students who identify with a group that has been underrepresented in the financial planning and financial services profession: racial minorities, women, members of the LGBTQ+ community. Minorities are defined according to the Census Bureau guidelines and include the following groups: American Indian or Alaska Native, Asian, Black or African American, Hispanic or Latino, Native Hawaiian or Other Pacific Islander.

GET INVOLVED!

Help ensure the future of the financial guidance profession. Caring Cetera is actively seeking donations to provide scholarship opportunities to students.
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Partner Universities

The following institutions actively direct candidates to apply for the scholarship:

  • Atlanta University Center Consortium (includes Morehouse College, Spellman College, Clark Atlanta University)
  • California State University, Northridge
  • College of St. Rose
  • Delaware State University
  • Kansas State University
  • Texas Tech University
  • University of Akron
  • University of Georgia
  • Utah Valley University
  • Virginia Tech University
  • William Paterson University

As demand for financial guidance continues to grow so does the need to build and diversify the ranks of financial professionals. Improving diversity within the profession increases opportunities to work with and benefit all communities to pursue financial security and wellness.

Caring Cetera is a nonprofit 501(c)(3) charitable organization founded and led by a team of financial professions across our firms. Tax ID: 45-3325154

Scholarship America operates as a 501(c)(3) and is A+ rated on Charity Watch. 2018 Form 990 and the Annual Report is available for review.

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Looking to be part of something more? Get in touch to learn about the benefits of affiliating with Cetera and start taking the next steps to a stronger future.