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​​​​DENVER (April 18, 2017) - The Financial Planning Association® (FPA®) is pleased to announce the creation of the Richard B. Wagner Retreat Scholarship Award and Fund to honor and recognize the contributions of late visionary and thought leader Richard B. "Dick" Wagner, JD, CFP®.


The FPA Board of Directors formally approved the formation of the scholarship at its April 18th meeting in recognition of the legacy left by Mr. Wagner and the influence he had on the profession of financial planning.


"Very few people had more of a profound impact on the profession of financial planning than Dick Wagner," says 2017 FPA President Shannon J. Pike, CFP®. "For 35 years, Dick was synonymous with financial planning. His tireless efforts as a thought leader, mentor and advocate were instrumental in shaping the profession and setting it on a course to be recognized as a true 'profession' in the most meaningful and upstanding sense of the word."


Wagner had an affinity for helping the next generation of financial planners find their place in the profession and for FPA Annual Retreat, one of the association's hallmark events that brings together the brightest minds in financial planning. The scholarship will make it possible for members of the FPA NexGen community to apply for all expense paid scholarships to attend the FPA Annual Retreat each year.


The first winners of the Richard B. Wagner Retreat Scholarship Award and Fund to attend the 2018 FPA Annual Retreat in Phoenix will be announced at the 2017 FPA Annual Conference in Nashville. While more details are forthcoming on the application and selection process, applications will be accepted over the summer and the winners will be selected by the FPA Annual Retreat Task Force.


"While Dick was a patriarch of financial planning, he was always eager to help shape the future of the profession by being a mentor to the next generation of financial planners. With FPA Annual Retreat taking place next week, we will have an opportunity to formally announce the scholarship and celebrate Dick's life and the lasting impact he had on the profession," added Pike.


Wagner's passion for financial planning led him to serve in many leadership capacities, including president of one of FPA's predecessor organizations, the Institute of Certified Financial Planners (ICFP), in 1993. Wagner was always shaping the direction of the profession and was a prolific writer and speaker. From his seminal 1989 paper, "To Think Like A CFP," to his recently published book, Financial Planning 3.0: Evolving Our Relationships with Money, Wagner helped lead the way in making the vision of a noble financial planning profession a reality. In recognition of his many outstanding contributions, he was awarded financial planning's most prestigious honor, the P. Kemp Fain Jr. Award in 2003.


For those individuals and organizations interested in supporting the Richard B. Wagner Retreat Scholarship Award and Fund, please send checks made payable to: FPA Richard B. Wagner Retreat Scholarship, PO Box 5707, Denver CO 80217-9712.      




About the Financial Planning Association


The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. Through a collaborative effort to provide more than 23,000 members with OneConnectionTM to tools and resources for professional development, business success, advocacy and community, FPA is the indispensable force in the advancement of today's CFP® professional. Learn more about FPA at and follow on Twitter at​