Search by letter
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Search by text
Search by category

Charles Schwab Foundation Scholars in Financial Planning Scholarship

Charles Schwab Foundation is an independent nonprofit public benefit corporation, funded by The Charles Schwab Corporation and classified by the IRS as a charity under section 501(c)(3) of the Internal Revenue Code. The Foundation is neither a part of Charles Schwab & Co., Inc. (member SIPC) nor its parent company, The Charles Schwab Corporation. Its mission is to educate, volunteer and advocate on behalf of those in need so that everyone has the opportunity to achieve financial well-being. More information is available at .

It is the desire of the Charles Schwab Foundation that in awarding The Charles Schwab Foundation Scholars in Financial Planning Scholarship, the ºÚÁϲ»´òìÈ first consider students in the College of Business with diverse backgrounds and experiences by assessing the following criteria: financial need/economic background; first generation college attendance; extracurricular activities; community involvement; and students with a history of overcoming adversity. Consideration will also be given to students from urban areas and Appalachian counties. Eligible recipients also must be in their junior year or beyond and admitted into the College of Business’s Financial Planning major. With this scholarship the Charles Schwab Foundation intends to fund financial aid packages to students who would otherwise not be awarded. The scholarship shall be awarded to full-time students in good standing. Transfer students shall be eligible to receive the scholarship. There shall be no minimum GPA requirement. Only students who fill out the college’s student and transfer student scholarship application by the college’s annual deadline will be eligible for consideration, provided they have met the above criteria and have met all requirements the college deems necessary to be considered for College of Business scholarships, as well as requirements demanded by the financial planning major.

The Charles Schwab Foundation Scholars in Financial Planning Scholarship may be renewable if recipients continue to meet all the above stated criteria and are deemed eligible to receive scholarship support, as provided in the Addendum.

The ºÚÁϲ»´òìÈ’s College of Business in consultation with Financial Planning faculty, in its sole discretion and without input from CSF, shall determine the awardees of the scholarships pursuant to the terms of the Gift Agreement and this Addendum. CSF shall not be involved in the selection of scholarship recipients.

To make a tax-deductible gift to this scholarship, please visit UA’s . Select “A different designation” from the drop-down menu and enter “Charles Schwab Foundation Scholarship” in the text box. Thank you!

​