SIA Financial Planning Scholarship
Personal finance and financial advisory services are critical in giving people from all backgrounds the ability to plan for the future of their dreams.
The future leaders of the financial advisory profession will help countless individuals build their wealth, establish fiscal security, and set their descendants up for financial freedom. However, financial issues can stand in the way of financial careers. Without significant aid or family assistance, it can prove difficult for even the most savvy students to figure out how to pay for college.
This scholarship seeks to attract, support, educate, and develop leaders within the financial advisory profession.
Any undergraduate student who will be a sophomore, junior, or senior in Fall 2026 at a college or university in the United States may apply for this scholarship opportunity if they are pursuing a field related to finance.
To apply, tell us about yourself, your passion for finance, and how you hope to improve the system in the future.
Please tell us more about yourself and your passion for this field. Explore thoughts that you have on ways to improve the system and how you could be a part of that solution.
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FAQ
The application deadline is Jul 5, 2026. Winners will be announced on Aug 6, 2026.
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Award amounts per winner are designated by the donor. Check the award amount for a detailed breakdown.
The winner will be publicly announced on Aug 6, 2026. Prior to the announcement date, we may contact finalists with additional questions about their application. We will work with donors to review all applications according to the scholarship criteria. Winners will be chosen based on the merit of their application.
Award checks will be sent to the financial aid office of the winner's academic institution in their name to be applied to their tuition, and in the name of their institution (depending on the school's requirements). If the award is for a qualified educational non-tuition expense, we will work with the winner directly to distribute the award and make sure it goes towards qualified expenses.
Before we award the scholarship, the winner will be required to confirm their academic enrollment status. Depending on the circumstances, verification of Student ID and/or their most recent transcript will be required.
If you have any questions about this scholarship or the Bold.org platform, just email contact@bold.org and we’ll get back to you as quickly as we can.
Yes. The terms and conditions for this scholarship can be found here.
