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Scholarships

  • CFI Financial Advisors Senior Award: One or two awards to recognize a student who has excelled in the CFP® option. Selected by outside review board.
  • Rembert, Pendleton & Jackson Outstanding Senior Award: One or two awards to recognize a student who has excelled in the CFP® option. Selected by outside review board.

All recipients must be primary Finance majors. Recipients may be in any option, unless otherwise noted. All recipients selected by the Department Awards Committee in consultation with the Department Head.

  • BASIS GEM Scholarship: A scholarship created and funded by alumni to reward students for the high quality of their performance and substantial contributions to BASIS. One award each year to a member of BASIS with a minimum 3.0 cumulative GPA to help defray costs of tuition. Preference given to recipients who continue to qualify. Nominations by BASIS Executive Committee members and awarded by faculty advisors.
  • Dennis and Susan Duncan Banking and Real Estate Finance Scholarship: One or two scholarships based on academic achievement with preference given to students with an interest in banking and real estate and a preference for students: 1.) With an interest in banking and real estate, 2.) a preference for from Giles or Culpepper Counties.
  • Korte Family Scholarship: One or two scholarships based on academic achievement and Virginia residence.
  • Jacob Lutz III Scholarship: One or two scholarships awarded to Virginia residents based on academic achievement and GPAs of 3.0 or higher. 
  • Outstanding Rising Senior Scholarship: One or more scholarships for rising seniors based on academic achievement and evidence of leadership. 
  • Outstanding Rising Junior Scholarship: One or more scholarships for a rising junior based on academic achievement and evidence of leadership.
  • Curtis A. and June Haworth Thompson Scholarship: One scholarship awarded to a rising senior majoring in Finance based on academic achievement and leadership potential.
  • Wells Fargo Leadership Development Scholarship: One or two scholarships based on academic achievement and leadership potential with a preference for previous recipients who continue to qualify. 
  • SEED Investment Management Scholarship: one scholarship awarded to a SEED student. Preference based on demonstrated excellence in academic pursuits and have demonstrated an interest or experience in investment management.  

All recipients must be in CFP® Option

  • Financial Planning Alumni Scholarship: One scholarship awarded on the basis of the applicant’s story about the significant improvement in academic, professional, and/or personal commitment and achievement since enrolling in the Financial Planning Program. 
  • Financial Planning Association (FPA) of Central Virginia Scholarship:  One scholarship awarded for extracurricular leadership, community service, and academic achievement. Applicants must be a member of the Financial Planning Association.
  • McCarthy, Mannen, Daniel, Meth, and Williamson Ameriprise Financial Advisors Scholarship: One scholarship awarded to students with financial need and demonstrated academic achievement.  
  • Judith A. Orell Financial Planning Scholarship: Multiple scholarships awarded on the basis of an essay about the applicant’s personal experience with end of life issues and and/or interest, as a financial planner in helping clients understand and prepare for end-of-life care decisions and costs. 
  • Rebeka Ruth Becks Financial Planning Scholarship: One or more scholarships awarded on the basis of an essay about the role of financial planning in helping families with children to accomplish goals over the life cycle. 
  • Verus Financial Partners Financial Planning Scholarship: One scholarship awarded to a rising senior. Preference given to a student pursuing a double-major with accounting although this is not a requirement to apply.
  • Wealthstream Advisors Financial Planning Scholarship: One scholarship awarded on the basis of the applicant’s short essay describing WHY he/she chose to study financial planning and/or pursue a career in financial planning.  Applicants must have a minimum overall 3.0 GPA to apply for this scholarship.