Applications Accepted Now Through
Undergraduate students interested in pursuing a career in personal financial planning can, now through
TD Ameritrade Institutional wants to help the RIA industry attract a new generation of young talent and foster greater diversity by raising awareness among more students of the career opportunities as an RIA. The program also seeks to increase the capacity of
“Advisors tell us that hiring young talent is one of the top three ways they’ll grow their firms and attract the next generation of investors,”2 said Kate Healy, TD Ameritrade Institutional’s managing director of advisor marketing and sustainability. “We want to help by making more students aware of the career opportunities and strengthening financial planning education at schools across the country.”
Scholarship & Grant Applications Accepted
TD Ameritrade Institutional will award 12 scholarships of
Scholarship applicants should be freshmen, sophomores or juniors at an accredited four-year college or university with a satisfactory academic standing and pursuing a bachelor’s in financial planning. Members of under-represented demographic groups may apply for a Diversity Scholarship. Scholarship and grant applications will be accepted
TD Ameritrade Institutional also provides two university grants –
TD Ameritrade Institutional offers other programs to help new advisors get started and build a career. RIA NextGen Career Exchange is a free resource connecting students with RIAs for internship and job opportunities, while the RIA Intern Network helps advisors implement more effective internship programs to foster the professional development of young advisors. More than 1,100 advisors and 600 students and young professionals have engaged in the RIA Intern Network since its 2014 launch.
“We as an industry – advisors, custodians and others – must do more to support financial planning education and help raise awareness of this profession,” said Healy. “The sustainability of this industry depends on attracting and retaining more young people dedicated to helping Americans plan for and invest in a better financial future.”
Grants Fuel Growth in Financial Planning Education
TD Ameritrade Institutional’s past grant awards – seven in all – are putting their funds to good use. In addition to expanding course offerings, recipients have introduced innovative programs and approaches to help ensure their graduates are better prepared for the workplace.
In an effort to help more schools secure additional funding support, TD Ameritrade Institutional on
To Learn More and Apply Online
Visit the TD Ameritrade Institutional NextGen Scholarship & Grant home page to learn more about the program and submit an online application.
About TD Ameritrade Institutional
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent RIAs and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients. TD Ameritrade Institutional is a division of
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1 TD Ameritrade Institutional is a division of
2 TD Ameritrade Institutional, 2017
4 Financial Literacy Month,
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