News: UA News


FPA/NEO 2013 Scholarship is available!

07/01/2013

FPA/NEO Scholarship which was established in 2006, is available in 2013.

Instructions for the Scholarship Application

Eligibility    

In order to be eligible for a $500 - $1,000 tuition scholarship, payable directly to the  school, all  of  the following qualifications must be met:

  • Current admission to a financial planning program administered by an accredited university or college registered with the CFP® Board.
  • Progression towards required courses for the CFP® Board of Standards certificate examinations and becoming a CFP® designee.
  • Demonstrates academic accomplishments (provide most recent transcript).
  • Provides a current resume including professional and community involvement.
  • Submits a one page essay indicating reasons for pursuing a Certified Financial Planner™ (CFP®) designation.
  • Agrees to attend/ participate at the FPA/NEO Symposium in Westlake, Ohio on October 14, 2013.

Submission Information

Applications must be postmarked by September 27, 2013. Scholarship will be awarded at the FPA/NEO Symposium on October 14, 2013 to be held at:

LACENTRE™ Conference and Banquet Facility

25777 Detroit Road

Westlake, Ohio 44145

 

Application must be forwarded to:

Financial Planning Association Northeast Ohio Chapter

c/o Ken Paull, CFP®

RAV Financial Services

One Chagrin Highlands

2000 Auburn Dr., Suite 400

Beachwood, OH 44122

kpaull@ravfinancial.com