Charles Schwab CFP Foundation

About the Program    

The Charles Schwab Foundation Financial Planning Development Program seeks exceptional students who are interested in careers as a Registered Investments Adviser within Financial Planning. The program will provide students a pipeline to Financial Planning firms as well as resources to be successful both in and out of the classroom.

The program is designed to assist first generation college students from low-income families and underrepresented minority groups to pursue careers in financial planning, financial advising, or wealth management by providing mentorship, scholarships, professional development, research experiences, graduate admissions support, funding for attending professional conferences, and more.

For more information on how to apply for the program, click here.

FPDP Program Director: Philip Gibson, Ph.D., CFP®, Associate Dean and Professor of Finance

FPDP Co-Director: Willis Lewis, Jr., Ph.D., Professor of Economics