Robert J. Glovsky Scholarship Fund Application

This Year’s Deadline: September 30, 2024

The Robert J. Glovsky Scholarship Fund is a permanently endowed fund, the income of which shall provide annual

scholarship awards to one or more students. Students must be enrolled in the Financial Planning Program at Metropolitan

College’s Center for Professional Education (CPE). Preference will be given to students who wish to assist traditionally

underserved populations, whether through past experience, affiliation, and/or both. The selected student(s) will receive up to

$2,000 (no cash value) per year to reimburse tuition paid. Funds will be distributed after successful completion of each course

per

the conditions of the scholarship.

Eligibility

•

Be enrolled in CPE’s Program in Financial Planning and have successfully completed at least one course in the program (the application

committee will not consider candidates who have not completed at least one class).

•

Demonstrate evidence of past experience and/or affiliation with underserved populations

•

Completed course(s) with a grade of B+ or better and maintain this grading standard to continue to receive the scholarship

•

Have the intention to become a CFP® certificant by fulfilling all requirements and sitting for the CFP Board of Standards

comprehensive certification examination

•

Be willing to attend a certificate ceremony if living within 50 miles of the Boston University campus

•

Be a United States citizen or permanent resident

•

Plan to return to and/or continue in the workforce

•

Cannot have received an FPA Certification merit-based scholarship within the previous 12 months of the application period

Requirements

•

Submit a completed application, with answers to the three questions included

•

Demonstrate past academic and/or professional accomplishment, e.g., degrees and honors received, and/or specific

professional achievements

•

Furnish résumé (including work experience, volunteer or community involvement, and educational achievements)

•

Furnish one letter of professional recommendation (consider professors, instructors, CFP practitioners, etc.)

•

Recipients should finish the required number of courses within three years of the scholarship application deadline

Application Documentation

 1 copy of your résumé

 1 letter of reference



1 essay answering 3 questions

Essay

Please answer the following three (3) questions in an essay format of one page/up to 500 words (double

spaced in 12-point font

Times New Roman or equivalent):

What was your motivation for enrolling in the Boston University Financial Planning Program?

Please tell us about a past professional and/or personal experience with underserved populations and/or your

affiliation with them.

Please tell us about your career goals and the ways in which you plan to work with the historically

underserved in the field of financial planning.

Course Status

Please indicate the course(s) you have completed and/or are currently in

 FP 101 Introduction to Financial Planning

 FP 102 Financial Planning Risk Management

 FP 103 Financial Planning Investments



FP 104 Tax Planning

 FP 105 Retirement Planning & Employee Benefits

 FP 106 Estate Planning

 FP 109 Capstone

Application (Please type or print clearly)

Name

Address

street city state

zip code

Tel.No. ( ) Email

Occupation Current Field

Employer

Employer Address

street city state

zip code

Submission

The application deadline for 2024 is September 30. Finalists will be contacted to arrange an interview.

Applicants will be notified of their status by October 31, 2024.

Please return the completed application and supporting documents to:

Email (Preferred): c[email protected], write Glovsky Scholarship Application: (Your Name) in the Subject line

Mail: Boston University

Center for Professional Education

Attn: Glovsky Scholarship Fund

1010 Commonwealth Avenue, 1

Floor

Boston, MA 02215

Questions?

Contact the program office at 617-353-4497 or cpe@bu.edu.

By signing this application, you agree to the above provisions and have provided complete and accurate information. In addition,

your acceptance of a scholarship gives Metropolitan College’s Center for Professional Education permission to use your name,

graduation date, photo, and amount of award at the certificate ceremony and in any promotional publication. Scholarship winners

may also be asked if they are willing to share their stories with the MET community.

The Boston University Scholarship Advisory Committee may request an in-person/remote interview with an applicant prior to

rendering a final decision on awarding the scholarship. Boston University reserves the right to change scholarship procedures at

any time. Reasons that factor into the scholarship decision may or may not be shared with the applicant at the discretion of the

Scholarship Advisory Committee.

Your signature on this application attests to your acceptance and understanding of the Robert J. Glovsky Scholarship Fund, and

your veracity of the information you provided in this scholarship application. Misleading or false information provided in this

scholarship application may result in having your scholarship revoked or being suspended from the program.

Signature Date

An equal opportunity, affirmative action institution. 5/24