Steven Carroll, a senior financial management major from Aiken, S.C., has been named the recipient of a $1,348 scholarship that covers the cost of preparing for an exam to become a certified financial planner.

Steven Carroll

Steven Carroll

The scholarship is being offered by Kaplan, Inc., an organization that provides exam preps for a variety or professional licensing and certifications. Steven’s is the first of what will become an annual CFP exam scholarship at Clemson University.

“The scholarship covers the entire cost of the Kaplan exam review program,” said Josh Harris, Department of Finance lecturer. “Each year, financial planning students can apply for the scholarship by submitting an essay on why they want to become a financial planner.”

Steven has worked as an intern at Northwestern Mutual since 2015, and will be employed full-time this summer by the financial services provider. Steven’s commitment to a financial services career was illustrated by him receiving life and health insurance licenses his sophomore year and the Series 6 and 63 license to handle brokerage accounts and establishing IRAs in his junior year.

“I’ve encountered many wildly intelligent people, but when it comes to finances, they are lost, or making critical mistakes with their finances,” he said. “This scholarship will help me down a career path where I can really help people secure a sound financial future.”

There are currently 61 financial planning students out of 422 financial management majors in the College of Business. Of the 75,000 certified financial planners in the U.S., more than 870 of them are located in South Carolina.

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