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An Education and Mentorship Opportunity

Supporting Diverse Professionals

The Facet Scholarship for Increased Diversity in Financial Planning provides financial assistance to qualified African American/Black candidates for CFP® certification. Facet has partnered with the CFP Board Center for Financial Planning to offer this unique scholarship as an extension of the firm’s mission to provide all families with the benefits of a relationship with a CFP® professional, regardless of socioeconomic status or net worth. The scholarship is generously funded by Facet with additional financial support provided by Jeff Stein, Triad Financial Advisors, Inc. and Warburg Pincus Foundation. To date, 14 scholarships totaling $70,000 have been awarded.
More Information

impact to date

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2020

Year established

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14

Scholarships distributed

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$70K

Funds awarded

Anissa Labyad
2020 Scholarship recipient 

Receiving the Facet Wealth Scholarship for Increased Diversity in Financial Planning has been fundamental to my career success. With the help of Facet Wealth, I greatly look forward to becoming a CERTIFIED FINANCIAL PLANNER™ professional with a diverse perspective and a commitment to provide all families with access to high quality financial advice.