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Ballentine Partners Announces a Scholarship to Create a More Diverse Financial Planning Profession

Ballentine Partners is excited to start our first scholarship program that aims to advance the financial planning profession by growing the number and diversity of CFP® professionals. This scholarship provides financial assistance to qualified individuals who identify as Black or African American and/or Hispanic or Latino and who strive to obtain the CFP® certification.

“We believe that supporting diversity among the next generation of the financial planning community is vital to the future of our industry,” said Drew McMorrow, President & CEO of Ballentine Partners. “We are grateful with this scholarship to support the goal of bringing new voices into the profession.”

To learn more about the scholarship, click here.

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