FPA Silicon Valley
Scholarship Program

The Silicon Valley FPA Chapter offers scholarship opportunities for CFP exam prep courses and the FPA Residency Program. 

CFP Exam Preparation – Keir Live Review Course

Keir Educational Resources is offering a scholarship to FPA members to prepare for the CFP® Certification Examination One applicant, per FPA chapter, will be selected per exam cycle. The retail value of a Keir class plus all study materials is $970

Keir Educational Resources http://www.keirsuccess.com conducts a four day intensive review class in the San Francisco Bay area for the CFP® Certification Exam. There are three exam cycles: March, July and November. Keir’s Live Review Class schedule can be viewed here: http://www.keirfinancial.com/us/review_program/live_review .

The Scholarship may be used at any location.

Deadlines and Application Process:

Please click here to download the Keir scholarship application for the following test dates:

• March  2013 exam cycle (deadline:  January 18, 2013)
• July 2013 exam cycle (deadline:  May 6, 2013)
• November 2013 exam cycle (deadline: September 2, 2013)

FPA Residency (Lake Arrowhead, CA) – Silicon Valley FPA $1,000 Scholarship

FPA Residency is an intensive, client-centered training experience for people who have completed the academic coursework and have been practicing for less than three years.

The Silicon Valley chapter provides a $1,000 partial scholarship, made on a reimbursement basis, to the successful applicant.  You must be a Silicon Valley FPA member to apply.   Applicants must meet the requirements for FPA Residency and secure a reservation in the program before applying for the scholarship.

Details on Residency, including dates, cost and application deadlines, can be found at http://www.fpanet.org/professionals/EventsConferences/ResidencyProgram/

Application Deadline:  August 15, 2012

Application Process:  Please submit the following information via email (subject line "FPA Residency Scholarship Application for <your name>") to careers@fpasv.org.

Your resume, including your

• Name
• Address
• Email
• FPA Member Number
• CFP Board ID

An essay addressing the following questions:

• History of education and work experience, including your financial planning career and professional goals
• Volunteer activities, including FPA Chapter and external volunteer work
• How you expect to benefit from Residency
• How you plan to share your learnings with other members
• Other pertinent information

Note: The Foundation for Financial Planning supports a full tuition scholarship to the FPA Residency Program. Details on this scholarship can be found at http://www.fpanet.org/professionals/EventsConferences/ResidencyProgram