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Financial Assistance

Scholarships are available through the University of Missouri by contacting the Student Financial Aid office. Additional scholarships, as well as work-study opportunities, are available directly through the department for both undergraduate and graduate students. The deadline to apply for departmental scholarships is January 1 of each year. The Call for Applications is issued in fall semesters and students must complete their applications before the due date for scholarship opportunities.  The following scholarships are available for PFP students.

To fill out a scholarship application, please see the Office of Financial Aid’s website at sfa.missouri.edu. Interested graduate students should contact Dr. Rui Yao, Director of Graduate Studies, and visit MU Graduate Studies for more information.

Undergraduate Scholarships

This scholarship will be awarded annually to:

  • An undergraduate Personal Financial Planning major or Finance major within the CFP® Board registered joint program for students majoring in finance and pursuing a minor in Personal Financial Planning or
  • Graduate MBA (Finance concentration) students enrolled in the PFP certificate program who intends to take the CFP exam in the year following the year of the award.
  • Secondary consideration will be given to graduate students in the CFP® Board registered MS program in Personal Financial Planning.

When awarded to a student enrolled at the junior level or higher, the student must have maintained a cumulative GPA of at least 3.5. Demonstrated financial need will not be a requirement, and the scholarship is not renewable.

This endowment provides scholarships, fellowships and program and faculty enhancements.

A $1,000 annual scholarship was established to attract Finance majors to minor in the Personal Financial Planning department as part of the CFP® Board Registered degree program.

This fund will provide scholarship awards to Missouri-resident undergraduates in the Department of Personal Financial Planning or the Department of Textile and Apparel Management and their successors in the College of HES. It is to be awarded alternately between the departments. Preference will be given to incoming freshmen or transfer students holding an AA degree. For the purposes of this need-based scholarship program, the recipient will be in the high need category for financial aid, with preference given to Pell eligible students or students with an Estimated Family contribution (EFC) closet to Zero and the student must have financial need as defined by federal financial aid regulations.

A $1,000 annual scholarship was established to attract Agricultural Economics majors to minor in Personal Financial Planning as part of the CFP® Board Registered degree program.

One or more annual scholarship awards shall be given to undergraduate students majoring in Personal Financial Planning. Award shall be a minimum of $500 to $1000 depending on availability of funds. Recipient must be in good standing and have a grade point average of 3.0 on a 4.0 scale. Preference shall be given to non-traditional, female students. Additional preference shall be given to students with a demonstrated financial need. If there are no eligible undergraduate students, award may be given to a graduate student who meets the remaining criteria.

To be used at the discretion of the Chair of the Department of Consumer and Family Economics.

This fund supports activities and programs in the Office for Financial Success and advance the field of personal financial planning. Scholarship awards may be made to undergraduates and graduates.

Provide support to the Office for Financial Success (OFS) in the Department of Personal Financial Planning, at the discretion of the Chair of the Department. Support may include but not be limited to: providing compensation for the student president of the OFS, supporting the programs and functions of the OFS, funding a student leadership scholarship and supporting student expenses to attend conferences. Any student support shall be restricted to students who are pursuing a degree in Personal Financial Planning or Personal Financial Management Services and a career in the financial services profession. Expenses shall not be used to support the VITA program. The Chair of the Department of Personal Financial Planning shall provide the donor with information on how the fund is being utilized and receive direction from him on future uses of the fund during his lifetime and subsequently from his spouse after his lifetime.

One or more annual awards shall be given to students enrolled in the Department of Personal Financial Planning. Funds may be awarded as scholarships and/or to support student travel and participation in professional conferences.

This fellowship is awarded to a student in Personal Financial Planning.

This scholarship will provide awards to undergraduate or graduate students in the College of HES who are enrolled in the personal financial planning or financial management services degree program, or pursuing a minor in personal financial planning. The selected recipient will exhibit academic merit and good leadership skills. The recipient will be offered, and strongly encouraged to accept, an internship with the firm during the year in which they receive the award.

Annual revenues from counseling activities in the Office for Financial Success will be used to provide scholarships to deserving students, both graduate and undergraduate. Priority will be given to scholarship to allow them to attend professional meetings.

Annual revenues from activities in the Office for Financial Success and other miscellaneous departmental revenue will be used to provide scholarships to deserving students, both graduate and undergraduate. Priority will be given to scholarship to allow them to attend professional meetings.

For the unrestricted support of the Department of Personal Financial Planning.

The fund shall provide support for the Department of Personal Financial Planning. Funds to Support: Use of the fund would be unrestricted for the Department of Personal Financial Planning for such expenditures as: undergraduate or graduate awards.

This scholarship was established to provide annual scholarship awards to a student in the College of HES in the Department of Personal Financial Planning. The recipients shall have attained senior standing, or the scholarship may be made to a particularly worthy student entering the junior year. Selected recipients shall be making satisfactory academic progress, possess leadership potential and have a demonstrated financial need. Preference shall be given to students who are contributing financially while attending college and who are from a rural or farm background in Missouri. If more than one student meets the criteria and the preferences for the scholarship, students with the surname of “Sims” or “McCollom” shall receive the scholarship.

The fund shall provide one or more scholarship awards to students enrolled in Department of Personal Financial Planning.

  • Academic Achievement: Selection shall be based upon academic achievement.
  • Residency: Preference shall be given to residents of Missouri.
  • Other: Scholarship support for students enrolled in the Department of Personal Financial Planning.
  • Selection of recipients and pertinent details, including number and amount of awards shall be made by the Director of the Departm ent of Personal Financial Planning, or by a committee or persons authorized to act on behalf of the Director.

Graduate Scholarships

BKD Wealth Advisors Aspiring Financial Planner Scholarship(s)

This scholarship will be awarded annually to:

  • An undergraduate Personal Financial Planning major or Finance major within the CFP® Board registered joint program for students majoring in finance and pursuing a minor in Personal Financial Planning or
  • Graduate MBA (finance concentration) students enrolled in the PFP certificate program who intends to take the CFP exam in the year following the year of the award.
  • Secondary consideration will be given to graduate students in the CFP® Board registered MS program in Personal Financial Planning.

When awarded to a student enrolled at the junior level or higher, the student must have maintained a cumulative GPA of at least 3.5. Demonstrated financial need will not be a requirement, and the scholarship is not renewable.


Cleo Fitzsimmons Endowment

This endowment provides scholarships, fellowships, and program and faculty enhancements.


Edward J. Metzen Graduate Student Fellowship in Personal Financial Planning

Awards made to graduate students in Personal Financial Planning who exhibit academic excellence, show potential, and have a demonstrated financial need. Renewable.


Helen F. McHugh Endowed Fellowship Fund

This scholarship was established to provide awards to graduate students in the Department of Personal Financial Planning in the College of HES and the Department of Agricultural Economics in the College of Agriculture, Food and Natural Resources. The fellowship award is available in either department but shall be awarded annually to the most deserving candidate from the two programs, as determined by the joint committee. The award shall not be granted to students in the same department for more than two consecutive years.


Jim Deutsch and Smith, Moore & Company Office for Financial Success in Personal Financial Planning

This fund supports activities and programs in the Office for Financial Success and advance the field of personal financial planning. Scholarship awards may be made to undergraduates and graduates.


Larry Fuller Memorial Scholarship Fund

One or more annual awards shall be given to students enrolled in the Department of Personal Financial Planning. Funds may be awarded as scholarships and/or to support student travel and participation in professional conferences.


Louise A. Young Doctoral Fellowship in Personal Financial Planning

This fellowship is awarded to first-year Ph.D. students in Personal Financial Planning. Recipients shall be U.S. citizens, exhibit academic excellence, show potential and have a demonstrated need. This award is renewable if the recipient continues to meet criteria for selection.


Margaret I. Liston Personal Financial Planning Endowment

This fellowship is awarded to a student in Personal Financial Planning.


Northwestern Mutual Financial Network, The Qualy Group College of Human Environmental Sciences Endowed Fund

This scholarship will provide awards to undergraduate or graduate students in the College of HES who are enrolled in the personal financial planning or financial management services degree program, or pursuing a minor in personal financial planning. The selected recipient will exhibit academic merit and good leadership skills. The recipient will be offered, and strongly encouraged to accept, an internship with the firm during the year in which they receive the award.


Office for Financial Success Scholarship

Annual revenues from counseling activities in the Office for Financial Success will be used to provide scholarships to deserving students, both graduate and undergraduate. Priority will be given to scholarship to allow them to attend professional meetings.


Personal Financial Planning Faculty Scholarship

Annual revenues from activities in the Office for Financial Success and other miscellaneous departmental revenue will be used to provide scholarships to deserving students, both graduate and undergraduate. Priority will be given to scholarship to allow them to attend professional meetings.


Richard Loeb Memorial Scholarship Fund

This scholarship is to provide awards to masters-level and/or Ph.D. students in the Personal Financial Planning program. Recipients must have demonstrated financial need. Priority would be given to students who indicate an interest in a career teaching personal financial planning, either in extension, a university program, a high school or other adult education venue.


Sharpe Fund for Excellence in Financial Planning Education

The fund shall provide support for the Department of Personal Financial Planning. Funds to Support: Use of the fund would be unrestricted for the Department of Personal Financial Planning for such expenditures as: undergraduate or graduate awards.


NOTE: Requirements and deadlines may vary. For inquiries regarding particular scholarships on this page, please contact your director of graduate studies.