NAPFA Women's Initiative

NAPFA Women's Initiative Scholarship Opportunity

NAPFA Women's Initiative is excited to announce two academic scholarships of $2,500 each for female students with an interest in a career in financial planning.

This scholarship is available to female students enrolled in college or university in the U.S. Students who will be a sophomore, junior, or senior in Fall 2024 are eligible to apply.

Scholarship award includes:

  • $2,500 toward tuition, preferably applied toward a personal finance course
  • Complimentary 1-year student affiliate membership to NAPFA
  • Mentoring and shadowing opportunities with members of the NAPFA Women's Initiative

Apply Today


The NAPFA Women’s Initiative strives to attract, support, educate, and develop women as leaders within the financial advisory profession and to raise the awareness of the need for more female advisors. We work toward this mission by building a community of women advisors, providing programs at NAPFA events, attracting media attention through articles in financial publications, and providing networking, advocacy, and mentorship opportunities to women.

Committee Members

NAPFA's Women Initiative Committee is made up of dedicated volunteers who are passionate about developing women as leaders in the financial planning profession. For more information about the committee please visit this page.

Connect with NAPFA's Women's Initiative

NAPFA's Women's Initiative currently hosts a Facebook group dedicated to sharing stories, conversation and thought leadership content that coincides with the mission of the Initiative.

Join the group here.

View Interviews with Long-Standing Female NAPFA Members

Learn about how some of NAPFA's long-standing female advisors got started in the financial planning industry and as members of NAPFA. Each woman interviewed below has been a member of NAPFA for more than 30 years!

Interview with Vicki Schultz, BS, CFP®, MBA

Vicki is the founder of Schultz Financial Group and has served on NAPFA’s Board of Directors.

Interviewer: Alyssa Yocom, MS, CFP®, Wealth Manager

Interview with Janet Briaud, CFP®

Janet Briaud, CFP® is the founder of Briaud Financial Advisors and has been a NAPFA member of more than 30 years.

Interviewer: Alyssa Yocom, MS, CFP®, Wealth Manager

Interview with Sharon Rich, EdD

Sharon Rich, EdD is the founder of Womoney.

Interviewer: Rachel DeCarolis, CFP®, CeFT®

Interview with Mary Dean, MBA, CPA, PFS, CFP®

Mary is the founder of Dean Roland Russell.

Interviewer: Amy Irvine, CFP®, EA, MPAS®, CCFC

Interview with Susan John, CFP®

Susan is the founder and president of Financial Focus, Inc.

Interviewer: Abby Hasling, CFP®, ChSNC®