The CFA Institute Access Scholarship Program (“Program”) is designed to make CFA Institute programs more available to individuals who may not be able to afford the full program fees. (“Access Scholarships”)
About Chartered Financial Analyst (CFA) Institute
The mission of CFA Institute is served by generating value for core investment management professionals and engaging with the core investment management industry to advance ethics, market integrity, and professional standards of practice, which collectively contributes value to society.
Core investment management professionals are those individuals primarily involved in activities related to the investment decision-making process—generally portfolio managers, financial advisors, and research analysts on both the buy and sell side.
The core investment management industry is comprised of firms (or larger firm business lines) primarily engaged in asset management (mutual funds, hedge funds, private equity, real estate investment, investment research and ratings, and investment advisory services), wealth management, fiduciary asset ownership (such as pension funds, endowments, and sovereign wealth funds), and their related regulators and standard setters.
Aim and Benefits of CFA Financial Support Scholarship
The scholarship covers the one-time CFA Program enrollment fee (if applicable) and reduces the exam registration fee (includes access to the curriculum eBook) to US$250.
Requirements for CFA Financial Support Scholarship Qualification
In order to protect the integrity of the Program, the following Official Rules (“Rules”) shall bind all participants in the Program:
Scholarship Candidates may be either new or existing candidates in the CFA Program.
There is no minimum or maximum income or asset level for Scholarship Candidates.
Candidates are ineligible if their current employer provides any financial assistance for participation in the CFA Program.
Candidates can only receive one Access Scholarship per calendar year.
Further, a Candidate may only receive one scholarship per exam, so if a candidate applies for both an Access and an Awareness Scholarship, and receives an award, the remaining application will be void.
Interview date, Process and Venue for CFA Financial Support Scholarship
- Applications will be reviewed by CFA Institute and/or a local CFA Institute Member Society in the Scholarship Candidate’s geographic area.
- While financial need will be strongly considered, awards may be made based on a combination of factors, including financial need; the academic, professional or other accomplishments of the candidate; obstacles overcome by the candidate; contributions to the local community; the candidate’s interest in pursuing the CFA charter; and other personal characteristics that indicate the individual is a strong candidate to receive an Access Scholarship and become a CFA charter holder.
- Once your application has been processed, you will be notified of a decision by email. You can expect a decision no later than 31 July 2022.
June 13, 2022
How to Apply
Interested and qualified? Go to Chartered Financial Analyst (CFA) Institute on www.cfainstitute.org to apply
Log in and complete the CFA Program Access Scholarship Application. You can expect a review decision no later than 31 July 2022.
For more details, click here
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