Fisher Investments $5,000 “Invest in Your Future” College Scholarship Program

Annual Deadlines: January 31st & June 30th

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About Our Scholarship

Award Amount: $5,000

Number of Recipients: 1

In the United States, over 60% of adults have never received financial education[1] and only 57% of Americans understand basic financial topics[2] such as calculating interest and recognizing the effects of inflation. For millennials and young students, this lack of financial knowledge is a major issue.  Over 43% of students are not making payments on their student loans,[3] less than 24% of millennials can demonstrate basic financial literacy,[4] and 66% have nothing saved for retirement.[5] With rising education costs and student loan debt obligations in the trillions of dollars, student financial literacy is more important now than ever before. In a world increasingly reliant upon debt and credit, Fisher Investments believes that strong financial literacy skills can help people achieve long-term life goals. That’s why we’re awarding financially savvy students with $10,000 in college scholarships each year.

Twice per year, the Fisher Investments “Invest in Your Future” College Scholarship Program will award $5,000 to one college student who is demonstrating financial literacy skills and a commitment to achieving their financial goals. We encourage applicants from all backgrounds, including those typically underrepresented in the fields of business and finance (such as, but not limited to, women, racial minorities, LGBTQ persons, veterans, students with disabilities, and first-generation college students), who can clearly demonstrate strong financial literacy skills, a commitment to achieving their short and long-term financial goals, and outstanding academic performance.

Scholarship Eligibility Requirements

All applicants for the Fisher Investments “Invest in Your Future” College Scholarship Program must meet these minimum eligibility requirements upon submission of their application:

  • Must be pursuing a degree in a field which promotes financial literacy such as Business, Law, Finance, Accounting, or Economics.
  • Must be enrolled in a college or university located within the United States or its territories and accredited by the U.S. Department of Education (for a list of accredited institutions, see http://ope.ed.gov/accreditation/Search.aspx) at the time of application and at the time the Scholarship is awarded.
  • Must be at least 17 years old at the time of application.
  • Must be a United States citizen and resident of the United States.
  • Must have a minimum 3.0 GPA

How to Apply

To apply for our scholarship, students must meet the minimum scholarship eligibility requirements listed above and complete the online scholarship application by the application deadline. Applications received after the close of each application cycle will be automatically applied to the next deadline.

Students must also complete a 500-word essay on the topic of financial planning. Applications will be judged based on the applicants' written communication skills, financial literacy skills, demonstrated commitment to achieving stated financial goals, academic performance, and the creativity, clarity, and overall strength of their scholarship essay.

Essay Topic (500 Words Max) What are your short and long-term financial goals? How do you plan to achieve these goals? What financial strategies (such as budgeting, investing, saving, and debt management) will you use and why?

Official Rules

Read the full Terms of Service and Official Scholarship Rules.

Have questions about our scholarship program? Contact our scholarship team at scholarships@fi.com

Scholarship Application

Fisher Investments “Invest in Your Future” College Scholarship Program Next Deadline: 11:59 PST January 31st

(All applications received after this deadline will be automatically applied to the next award cycle)

Scholarship Application

Before you submit your application, consider what else Fisher Investments could do for your future:

Fisher Investments is a different kind of investment firm. We work for a bigger purpose: bettering the investment universe. We've grown significantly and are searching for highly talented and motivated individuals to join our teams. Would you like to hear about our internship program or job opportunities closer to graduation?

Thank you for your submission!

About Fisher Investments

Founded in 1979, Fisher Investments has since grown to become one of the largest independent investment advisers in the US, with over $93 billion under management globally (As of 12/31/2018. Includes Fisher Investments and its subsidiaries.).  For over 35 years, our firm has managed the investment portfolios of tens of thousands of private and institutional investors. In June 2015, Fisher Investments was named as one of Financial Times’ Top 300 US-based Registered Investment Advisers. Fisher Investments has made numerous contributions to the field of investing. Our Investment Policy Committee has over 130 years of combined industry experience, and our founder and Executive Chairman, Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 to 2017, making him the longest continually running columnist in the magazine’s history. Additionally, members of Fisher Investments’ staff have authored 11 books on investing and personal finance.

 

[1] Source: FINRA Investor Education Foundation, “Financial Capability in the United States 2016”; http://www.usfinancialcapability.org/downloads/NFCS_2015_Report_Natl_Findings.pdf

[2] Source: Klapper, Lenora; Lusardi, Annamaria; van Oudheusden, Peter; The George Washington University Global Financial Literacy Center, “Financial Literacy Around the World: INSIGHTS FROM THE STANDARD & POOR’S RATINGS SERVICES GLOBAL FINANCIAL LITERACY SURVEY”; http://gflec.org/wp-content/uploads/2015/11/3313-Finlit_Report_FINAL-5.11.16.pdf?x87657

[3] Source: Mitchell, Josh; The Wall Street Journal, “More Than 40% of Student Borrowers Aren’t Making Payments,”; https://www.wsj.com/articles/more-than-40-of-student-borrowers-arent-making-payments-1459971348

[4] Source: National Endowment for Financial Education, “Financial Capability Among Young Adults”; https://www.nefe.org/What-We-Provide/Primary-Research/Financial-Capability-Among-Young-Adults

[5] Source: Schuyler, Shannon; Buckley, Eileen; Lusardi, Annamaria; PricewaterhouseCoopers, “Millennials & Financial Literacy—

The Struggle with Personal Finance”; https://www.pwc.com/us/en/about-us/corporate-responsibility/assets/pwc-millennials-and-financial-literacy.pdf