Our annual conference experience designed to keep our community of University Recruiters, Early Career Talent Developers connected, inspired, and moving forward.

Scholarships – Encouraging Students from Underrepresented Communities to Consider Careers in your Industry

Learn more about how the Charles Schwab Foundation partnered with seven universities across the US to help increase underrepresented groups in Financial Planning.
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URx Conference 2021 Session

https://www.aboutschwab.com/schwab-establishes-endowed-scholarships. Learn more about how Schwab is partnering with these universities to provide support to both the institutions and the scholarships recipients in support of increasing folks from underrepresented communities in Financial Planning and gaining their CFP or Certified Financial Planner certification.

Moderator Highlights

  • Goal was to get more diverse talent into their CFP (Certified Financial Planner) positions
  • Offered a 2-year scholarship to 2nd year students at $10k per year, plus a guaranteed internship
  • Decided on this amount after several interviews with underrepresented groups, most stating that $10k would make the biggest difference to their education
  • Schwab does not select the students, the university manages the process
  • Has deepened relationships with students, faculty and staff at target schools

About the Speakers


Program Manager – Diversity and Inclusion, Charles Schwab


Senior Campus Recruiting Specialist, Charles Schwab


Senior Campus Recruiting Specialist, Charles Schwab


Talent Advisor, Charles Schwab

URx Conference, April  25–26, 2024

Experience the premier community event for talent management, workforce development, university & emerging talent recruiting. It’s where relationships deepen, partnerships are formed, and community moves us forward!

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