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Personal Financial Planning Graduate Scholarships

BKD Wealth Advisors Aspiring Financial Planner Scholarship(s)

This scholarship will be awarded annually to:

  • An undergraduate Personal Financial Planning major or Finance major within the CFP® Board registered joint program for students majoring in finance and pursuing a minor in Personal Financial Planning or
  • Graduate MBA (finance concentration) students enrolled in the PFP certificate program who intends to take the CFP exam in the year following the year of the award.
  • Secondary consideration will be given to graduate students in the CFP® Board registered MS program in Personal Financial Planning.

When awarded to a student enrolled at the junior level or higher, the student must have maintained a cumulative GPA of at least 3.5. Demonstrated financial need will not be a requirement, and the scholarship is not renewable.


Cleo Fitzsimmons Endowment

This endowment provides scholarships, fellowships, and program and faculty enhancements.


Edward J. Metzen Graduate Student Fellowship in Personal Financial Planning

Awards made to graduate students in Personal Financial Planning who exhibit academic excellence, show potential, and have a demonstrated financial need. Renewable.


Helen F. McHugh Endowed Fellowship Fund

This scholarship was established to provide awards to graduate students in the Department of Personal Financial Planning in the College of HES and the Department of Agricultural Economics in the College of Agriculture, Food and Natural Resources. The fellowship award is available in either department but shall be awarded annually to the most deserving candidate from the two programs, as determined by the joint committee. The award shall not be granted to students in the same department for more than two consecutive years.


Jim Deutsch and Smith, Moore & Company Office for Financial Success in Personal Financial Planning

This fund supports activities and programs in the Office for Financial Success and advance the field of personal financial planning. Scholarship awards may be made to undergraduates and graduates.


Larry Fuller Memorial Scholarship Fund

One or more annual awards shall be given to students enrolled in the Department of Personal Financial Planning in the College of Human Environmental Sciences. Funds may be awarded as scholarships and/or to support student travel and participation in professional conferences.


Louise A. Young Doctoral Fellowship in Personal Financial Planning

This fellowship is awarded to first-year Ph.D. students in Personal Financial Planning. Recipients shall be U.S. citizens, exhibit academic excellence, show potential and have a demonstrated need. This award is renewable if the recipient continues to meet criteria for selection.


Margaret I. Liston Personal Financial Planning Endowment

This fellowship is awarded to a student in Personal Financial Planning.


Northwestern Mutual Financial Network, The Qualy Group College of Human Environmental Sciences Endowed Fund

This scholarship will provide awards to undergraduate or graduate students in the College of HES who are enrolled in the personal financial planning or financial management services degree program, or pursuing a minor in personal financial planning. The selected recipient will exhibit academic merit and good leadership skills. The recipient will be offered, and strongly encouraged to accept, an internship with the firm during the year in which they receive the award.


Office for Financial Success Scholarship

Annual revenues from counseling activities in the Office for Financial Success will be used to provide scholarships to deserving students, both graduate and undergraduate. Priority will be given to scholarship to allow them to attend professional meetings.


Personal Financial Planning Faculty Scholarship

Annual revenues from activities in the Office for Financial Success and other miscellaneous departmental revenue will be used to provide scholarships to deserving students, both graduate and undergraduate. Priority will be given to scholarship to allow them to attend professional meetings.


Richard Loeb Memorial Scholarship Fund

This scholarship is to provide awards to masters-level and/or Ph.D. students in the Personal Financial Planning program. Recipients must have demonstrated financial need. Priority would be given to students who indicate an interest in a career teaching personal financial planning, either in extension, a university program, a high school or other adult education venue.


Sharpe Fund for Excellence in Financial Planning Education

The fund shall provide support for the Department of Personal Financial Planning in the College of Human Environmental Sciences/ Personal Financial Planning. The fund shall provide support for the Department of Personal Financial Planning in the College of Human Environmental Sciences/ Personal Financial Planning. Funds to Support: Use of the fund would be unrestricted for the Department of Personal Financial Planning for such expenditures as: undergraduate or graduate awards.


NOTE: Requirements and deadlines may vary. For inquiries regarding particular scholarships on this page, please contact your director of graduate studies.

College-Wide Scholarships & Fellowships