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SIA Financial Planning Scholarship

Funded by
user profile avatar
Southwest Investment Advisors, Inc.
$1,000
1 winner$1,000
Awarded
Application Deadline
Jul 5, 2026
Winners Announced
Aug 6, 2026
Education Level
Undergraduate
Share
Eligibility Requirements
Education Level:
Undergraduate sophomore, junior, or senior
Field of Study:
Finance
Education Level:
Field of Study:
Undergraduate sophomore, junior, or senior
Finance

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.

Selection Criteria:
Ambition, Drive, Impact
$1,000
1 winner$1,000
Awarded
Application Deadline
Jul 5, 2026
Winners Announced
Aug 6, 2026
Education Level
Undergraduate
Share
Essay Topic

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.

400–600 words

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Winners and Finalists

August 2026

Winners
Olivia Karsten
University of Nevada-Reno
Wasilla, AK
Finalists
Reagan Barr
University of Illinois at Urbana-Champaign
Round Lake Beach, IL
William Pajeski
Gateway Community College
East Haven, CT
Christopher Ryer
Everett Community College
Arlington, WA
Jeffrey Park
University of California-Los Angeles
San Diego, CA
Isabella Gonzalez
Kean University
Linden, NJ
Shawn Mays
Howard University
Philadelphia, PA
Christian Pacheco
Bentley University
Marblehead, MA
Jaikob Douglas
Clark Atlanta University
League City, TX

Winning Application

Olivia Karsten
University of Nevada-RenoWasilla, AK
Everyone asks if I’ve ever seen a polar bear, or what it is like to still see the sun at one in the morning, but rarely does anyone ask about the culture of growing up in a state no one knows anything about. I grew up in Southcentral Alaska, a beautiful and sacred land that, unfortunately, lacks educational resources and personal opportunities. In my most formative years, I witnessed my community struggle with domestic violence, suicide, and poverty. I was fortunate to be raised by two parents who worked hard and gave generously to our neighbors and schools, instilling in me compassion and a dedicated work ethic. My dad, generous with money and resources, made sure that my brother and I were able to fully pursue our interests and support the causes we were most attuned to, and my mom, generous with her time and effort, volunteered in our schools and community unwaveringly. I didn’t understand how impactful their actions were until much later in life. Once I entered the University of Nevada, Reno as a first-year student, I arrived with the same ambition as many wide-eyed young adults: I wanted to change the world and make a positive impact. Originally, I pursued Kinesiology, with hopes set on becoming an athletic trainer and opening my own studio. During my first semester of school, I innocently applied to be a financial ambassador intern for my university’s financial literacy program, Nevada Money Mentors. Immediately, I was thrust into a whole new world, and my job became my entire focus. I found myself in the exact same position I was in as a child, witnessing financial struggle and confusion among my peers, but this time, I was in a position to make a difference. Upon educating myself, and through training, I became the Outreach and Education Coordinator for the program, developing social media strategies, planning events, developing financial literacy resources and curriculum for university courses, mentoring students one-on-one, and partnering with first generation programs. The more I worked with students and learned their stories, the more dedicated I became to improving access to financial education on my campus and beyond. In my second year of college, I switched my major to finance, and became more confident and focused than ever. It was through this work that I found purpose, not only in helping others navigate their financial lives, but in sharing the kind of guidance and resources I wish had been available to me and my peers growing up. Since I am entering my final year of undergraduate, I have high hopes for what this program will turn out to be, and plan to pour my all into ensuring it grows and reaches more students. In this next year, we are planning to expand mentorship and establish pop-up coaching in the dormitories, as well as tutor high school students on investing. I wholeheartedly believe that even the smallest exposure to financial education can help someone feel more equipped to handle life’s challenges, and that a safe place to share their fears and develop a plan can completely alter the course of someone’s life. Money may not buy happiness, but financial security can empower individuals to live with conviction and seize new opportunities fearlessly. Post graduation, I hope to pursue my CFP certification, and hope to partner with non-profit organizations to bring financial education and safe financial counseling and planning to marginalized communities.

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FAQ

When is the scholarship application deadline?

The application deadline is Jul 5, 2026. Winners will be announced on Aug 6, 2026.

How will scholarship application information be used?

Your privacy is a top priority on the Bold.org platform, and you can find our privacy policy in full here. You may opt out of communications from Bold.org at any time, and unless we’ve first notified you and gotten your consent, you’ll never receive communication from any third parties related to personal information you give us.

What is the scholarship award?

Award amounts per winner are designated by the donor. Check the award amount for a detailed breakdown.

When will the scholarship winner be chosen? How will they be notified?

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.

How will the scholarship award be paid?

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.

How will my scholarship application be verified?

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.

How should I get in touch with questions?

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.

Does the scholarship have terms and conditions?

Yes. The terms and conditions for this scholarship can be found here.

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