Symposium Scholarship

The Symposium Scholarship is an opportunity to network, learn, and discuss issues and ideas relevant to the practice of financial coaching, counseling, and education.

The Symposium Scholarship covers in-person registration at the AFCPE Symposium in Columbus Ohio, November 20-22, 2024*.

Application Period: June 15-July 15 


To be eligible for a Symposium scholarship, applicants must be ONE of the following:  

  • Employed (full-time or part-time) 
  • Student (full-time or part-time)  
  • First time attendee 
  • Financial Coach, Counselor, or Educator serving or committed to seeing underserved communities  
  • Financial Coach, Counselor, or Educator serving or committed to serving the military community 
  • Current or graduated FINRA Foundation Fellow 
  • Individuals with a desire to help others with their money 
  • Experiencing a financial hardship that would otherwise prevent in-person attendance  

and must not:  

  • Receive any organizational support or reimbursement to attend Symposium.  
  • Be registered for Symposium at the time of application, award, and acceptance.  
  • Have not received, accepted, or utilized a Symposium scholarship award in the past twelve (12) months.  

How To Apply

Complete online application including:

  • Contact information
  • Employment information (if applicable)
  • Student information (if applicable)
  • Demographic information
  • Military Connections (if applicable)
  • FINRA Fellow Status (if applicable)*
  • AFCPE Membership Status (if applicable)**
  • 3 Essay Questions

Please print your application for your records before you submit. Once you submit your application, AFCPE will not be able to return it to you, in whole or in part, for any reason.

Selection Criteria

Applications are evaluated and scored by AFCPE volunteers and are reviewed by staff. Reviewers will select individuals whom they believe are most likely to leverage this opportunity. They will select applicants who are eager to learn and plan to apply the skills and knowledge gained to benefit their careers, their organizations, and their communities. All decisions are final.  

Symposium scholarships are made possible through the generous support of the following organizations and individual gifts to our Strategic Impact Fund. You do not need to apply for a specific, named scholarship, if applicable AFCPE will determine for which scholarship(s) you qualify. 

Gold Sponsors: 

  • FINRA Investor Education Foundation   
  • AFCPE Strategic Impact Fund  

Silver Sponsor 

  • National Endowment for Financial Education (NEFE)  

Bronze Sponsors 

  • Zeiders Enterprises
  • Association of Military Banks of America (AMBA) 

Scholarship Award

Scholarships will be awarded August 1, 2024. All applicants will be notified of their application status via email. An AFCPE staff member will work with selected recipients to complete their Symposium registration. Recipients are responsible for scheduling travel plans and hotel bookings*. All travel-related expenses, including lodging, transportation, meals, and incidentals are the sole responsibility of the recipient and are not reimbursable by AFCPE*. 

Acceptance of Symposium Scholarship requires completion of a post-scholarship award survey. Survey responses are confidential and will be used to improve future scholarship opportunities.  

*FINRA Foundation Fellows awarded a scholarship by the FINRA Investor Education Foundation will receive two (2) complimentary hotel nights.  

**AFCPE Membership is not required to apply. 

AFCPE does not reimburse for any fees or expenses incurred prior to award. AFCPE employees, board members, and their immediate family are not eligible to apply for AFCPE scholarships. 

Comments are closed.