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UC Berkeley Extension

Department of Business and Management 1995 University Avenue Berkeley, CA 94720 Tel: (510) 643-2181 Web: www.unex.berkeley.edu

2012 PersonalFinancialPlanning Scholarships


TheUCBerkeleyExtensionPersonalFinancialPlanningProgramhasestablisheda scholarshipfundtorecognizeexceptionalstudentspursuingtheirPersonalFinancial Planningcertification.Ascholarshiprecipientwillreceiveamaximumof$1,000.

Eligibility
The2012PFPScholarshipwillbeawardedtotwoormoreextraordinaryindividuals whobestmeetthefollowingeligibilitycriteria: CurrentlyenrolledinthePFPCertificateProgramwithaGradePointAverage (GPA)of3.30orhigher HavesubmittedawrittenApplication(seebelow)tobejudgedbythe ScholarshipCommittee

ApplicationandDeadline
Yourwrittenapplicationdemonstratesyourinterestinfinancialplanning,academic achievementandleadershipskills.Examplesofspecificleadershipskillsinclude demonstratingintegrity,vision/strategy,teamwork,coaching,development, communication,persuasion,oradaptability.Yourleadershipexampledoesnotneedto berelatedtoFinancialPlanning.

1. TheApplicationDeadlineis4oclockpmonTuesday,May15,2012. 2. Applicationsmustbereceivedbythisdeadlineatthefollowingaddress: UCBerkeleyExtension DepartmentofBusinessandManagement PersonalFinancialPlanningScholarshipCommittee 1995UniversityAvenue Berkeley,CA94720

3. Acompleteapplicationconsistsof: a. StudentApplication(attached) b. PersonalStatementwrittenbythestudent.Thefollowingquestions shouldbeaddressedinyourPersonalStatement: WhyyouareinterestedinthefieldofPersonalFinancialPlanning? Whatistheimportanceofthisscholarshipinmeetingyoureducational goals? Whatexperiencesorpastachievementswillhelpyousucceedinthe fieldofPersonalFinancialPlanning? c. LetterofReferenceprovidedbysomeonewhoknowsyouina professionalcapacitydemonstratingeducational,careerand/or communityachievement. d. UCBerkeleyExtensionTranscriptwhichindicatesyouareenrolledinthe PFPCertificateProgramandhaveaGPAof3.30orhigher e. SupportingDocumentationsuchasyourresumeorsampleprojectsto demonstrateleadership.Examplesofspecificleadershipskillsinclude demonstratingintegrity,vision/strategy,teamwork,coaching, development,communication,persuasion,andadaptability.

2012PersonalFinancialPlanning ScholarshipApplication

Name: StreetAddress: City,StateZip: EmailAddress: Telephone: SSN: ApplicationswillbereviewedbythePersonalFinancialPlanningScholarship Committee.AwardeeswillbenotifiedofdecisionduringthePFPAwardsDinneron June7,2012. IcertifythatthisapplicationandsupportingdocumentsareaccurateandIauthorize UCBerkeleyExtensiontomakeinquiresandverifyallstatementsonthisapplication.I understandanyfalsificationofmaterialfactswillresultintheapplicationbeing rejected.IacknowledgethatIhavereadandacceptthePoliciesandProcedures associatedwiththePersonalFinancialPlanningScholarship. SignatureofApplicant:Date:

PrivacyNotification.TheStateofCaliforniaInformationPracticesActof1977requirestheUniversityto providethefollowinginformationtoindividualswhoareaskedtosupplyinformationaboutthemselves. Allinformationrequestedontheapplicationform,withtheexceptionofthesocialsecuritynumber,is requiredforprocessingthescholarshipform. SocialSecurityNumber.YourSocialSecuritynumberisrequestedbyauthorityoftheRegentsofthe UniversityofCaliforniatoverifyyouridentityforaccuraterecordkeeping.Providingthenumberis voluntary.


ForOfficeUseOnly: Dateofapplicationreceived: Comments: DateReviewed: ActionTaken:

UCBERKELEYEXTENSION

PERSONALFINANCIALPLANNINGSCHOLARSHIPPROGRAM

PoliciesandProcedures
ThefollowingarepoliciesandproceduresforscholarshipsinthePersonalFinancial PlanningCertificateProgram.PLEASEREADCAREFULLY.Failingtoadheretothese policiesmayresultindisqualificationofyourscholarship. 1. NamesofallscholarshiprecipientsareplacedonfileintheUCBerkeley ExtensionOffice. 2. AwardeesarerequiredtobeofficiallyenrolledinthePFPCertificateProgram. 3. Theawardcannotbetransferredtoanotherpersonorinstitution.Itisforthe soleuseoftheawardrecipient.However,theawardcheckmustbeusedwithin 6monthsoritwillbeforfeited.Iftheawardisforfeited,anyunusedmoniesare returnedtothescholarshipfundandwillbecomeavailableforafuture scholarshiprecipient. 4. ThePFPscholarshipprogramwillpayamaximumof$1,000tothescholarship recipient. 5. ThescholarshipsapplytoPersonalFinancialPlanningandWealthManagement CertificateProgramcoursesonly,asstatedincurriculuminformationin brochure.
04/2012

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