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.