NAPFA Foundation Scholarships

Lynn Ballou Scholarship


From the outset of her career, Lynn Ballou committed to developing the next generation of leaders in the financial services industry without regard to background or financial resources. She has consistently dedicated her time to provide guidance, direction, and support to those working to achieve degrees and certifications.

EP Wealth Advisors is dedicated to continuing Lynn’s mission of bringing diversity into the financial services industry, and to honor her history of mentorship, inclusion, and a career supporting not just clients but her colleagues. The scholarship is sponsored by EP Wealth and will be awarded to an aspiring CFP® in coordination with NAPFA.

Estimated Scholarship Value

$2,500 (One-time award)

Eligibility Requirements:

  • Must be a U.S. resident.
  • Must be enrolled in a CFP Board-Registered certificate or undergraduate program, or plan to matriculate in a CFP Board-Registered certificate program within 6 months of application/award; If applying for a scholarship for a certificate program, must have earned an undergraduate degree.
  • Must have a demonstrated financial need, as explained in an essay required as part of the application process.
  • Must demonstrate commitment to the financial planning profession, as explained in an essay required as part of the application process.
  • Must exhibit professionalism and dignity and demonstrate the ability to enhance and maintain the profession’s public image. Applicants that are selected to proceed to the final round of the application review process will be required to pass a background check confirming eligibility to become a CFP® professional.
  • Scholarship recipients will be required to provide documentation of certificate or undergraduate program enrollment (e.g., academic transcript, official course completion letters) and costs prior to receiving their award.

Application Process:

  • Candidates will submit an application via NAPFA
  • Candidates will submit an essay that includes, but is not limited to:
    • Demonstrated financial need
    • Commitment to the financial planning profession
    • Goals and aspirations for their careers
  • Interview (Conducted by NAPFA)
  • Background Check/Eligibility Confirmation (Conducted by NAPFA)

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