Official Scholarship Rules

Next Deadline: 11:59 PM PST on January 31, 2022

Fisher Investments “Invest in Your Future” College Scholarship Program

The Fisher Investments “Invest in Your Future” College Scholarship Program (the “Scholarship”) is sponsored by Fisher Asset Management, LLC (“Fisher Investments”).

Eligibility. Subject to these Official Scholarship Rules, the eligibility requirements for the Scholarship are as follows:

  • 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.
  • Open to technical, vocational, undergraduate, graduate, and professional students.
  • This scholarship is open to students with backgrounds typically considered to be underrepresented in the fields of business & finance. Examples include, but are not limited to, women, racial minorities, LGBTQ persons, veterans, students with disabilities, and first-generation college students.
  • Past Scholarship recipients are not eligible.
  • Employees of Fisher Investments, its affiliates, and any other party involved in administering the Scholarship program, as well as their immediate family members or household members, are not eligible.

Application Deadlines. Fisher Investments is offering two award cycles annually. For the first cycle, applications must be received by 11:59 PM PST on January 31st. For the second cycle, applications must be received by 11:59 PM PST on June 30th. Applications received after a deadline will automatically be applied to the next deadline.

How to Enter. No purchase or payment is necessary to apply for the Scholarship. Applicants agree to be bound by these Official Scholarship Rules. Applications must be submitted online at https://www.fisherinvestments.com/en-us/scholarship. Applicants will be required to submit their personal contact information, academic information, GPA (subject to verification via official transcripts), extracurricular activities, and career related activities. Applicants will also be required to write an essay answering a specified essay prompt.

Fisher Investments reserves the right to disqualify any applications that are inaccurate, incomplete, or that Fisher Investments believes in good faith to be generated by an automated means or scripts or are the result of plagiarism. Applications generated by script, macro or other automated means are void.

Use of Student Information: All information collected as a part of the Scholarship program will be used only for the purposes of determining the award. Fisher Investments will not distribute or sell any information submitted as a part of the application process to any third-parties to use for their own purposes, including advertising. Fisher Investments will not use, publicly display, distribute, publish, create derivatives of, use in promotional materials, and copy your application and responses without the applicant’s written consent. Applicants’ data may be used by Fisher Investments to inform them of future career opportunities with Fisher Investments or its affiliates, should the applicant consent to participate as part of their application. Fisher Investments may, with written consent, use a Scholarship winner’s name, photograph, voice, likeness, image, biographical information and statements, for its own promotional purposes.

Available Scholarships. Fisher Investments will award one $5,000 Scholarships at the conclusion of each application cycle.

Selection of Recipients. Completed scholarship applications will be reviewed by representatives of Fisher Investments to determine the winner of each Scholarship, in Fisher Investment’s sole discretion. All decisions are final. Applications will be judged based on the following criteria:

  • Demonstrated financial literacy skills
  • Demonstrated commitment to achieving stated financial goals
  • Academic performance
  • Written communication skills, including creativity, clarity, and overall strength of scholarship essay

Fisher Investments reserves the right not to award a Scholarship if, in its sole discretion, it does not receive any qualified applications.

Winner Notification: Scholarship recipients will be notified via the contact information provided to Fisher Investments during the application process. Scholarship recipients are subject to verification of eligibility and compliance with these Official Scholarship Rules.

Award Payment: Fisher Investments will issue a check made payable to the winner’s college or university after receiving proof of identify and enrollment. The payment will be for the semester following the award. No Scholarship money will be paid directly to the winner. Scholarships may not be assigned or transferred to other individuals. No cash equivalent prize will be awarded. The awarding of any Scholarship is contingent upon full compliance with these Official Scholarship Rules. Scholarships that are not used for the academic year for which they are awarded will be forfeited. The Scholarship winner is solely responsible for any state or federal tax liability in connection with acceptance of the scholarship.

Alternate Winners: In the following circumstances, the Scholarship award will be forfeited and will be awarded to an alternate recipient, in Fisher Investments sole discretion: (a) an award notification is returned as undeliverable; (b) a potential winner does not supply adequate proof of identity or enrollment within the time specified; (c) a potential winner is found to have violated these Official Scholarship Rules or otherwise does not meet the Scholarship eligibility requirements.

General Terms: Scholarship applicants and recipients, by submission of their application or acceptance of their prize, agree to release Fisher Investments, including its employees and representatives, from any and all liability, loss, or claim arising out of participation in the Scholarship program or the award of or the use of prizes. Fisher Investments is not responsible for any typographical or other error in the printing of the offer, administration of the Scholarship, or in the announcement of the prizes.

Fisher Investments is not responsible for technical, hardware, software or telephone failures of any kind; lost or unavailable network connections; fraud by a third party; or incomplete, garbled or delayed computer transmissions; whether caused by Fisher Investments, users or by any technical or human error that may occur in the processing of submissions that may damage an applicant’s system or limit an applicant’s ability to participate in this Scholarship. Fisher Investments may disqualify any person who engages in or attempts any activity that interferes with the Scholarship program, including the introduction of malware or unauthorized access.

Fisher Investments reserves the right, in its sole discretion, to modify, suspend, or terminate this Scholarship Program at any time, with or without notice.

Void outside of the United States, where prohibited by law, or where bonding, registration, or other requirements would be required but have not been met. If any provision of the terms and conditions of this Scholarship are held void, voidable, or unenforceable, the remaining provisions shall remain in full force and effect.