Benefits

 

CFA Institute provides each partner:

 

• The right to use a CFA Program Partner logo on its print and electronic marketing literature
• Special recognition as a partner on the CFA Institute website (including a hotlink to the partner’s website), in print marketing, and at conferences
• Access, equivalent to that of a CFA candidate, to information on the nature of the CFA exams, including printed copies of some sample exams
• One annual complimentary set of curriculum or university-oriented textbooks based on the Candidate Body of Knowledge produced by CFA Institute
• Notices of educational opportunities for lifelong learning through CFA Institute conferences and publications
• A complimentary statistical service report, showing pass rates for those student-candidates who permit the partner to release their names, and those student-candidates’ average scores, by section, on the exams
• Five student scholarships per calendar year to any partner that has no charterholder on staff. These scholarships can be awarded to undergraduate students only in their final year of course work (seniors) or to graduate students. Under each scholarship, program enrollment fees are waived and the candidate is responsible for paying a portion of the exam registration fees:
  • Candidate pays $220 ($770 savings). Curriculum is included in price
• A complimentary subscription to CFA Institute publications:
  • One subscription (to be mailed to the program director) to the Financial Analysts Journal
  • One subscription (to be mailed to the program director) to CFA Magazine
  • A subscription to the quarterly electronic Partners' Newsletter
  • One copy (to be mailed to the program director) of each new publication of the Research Foundation of CFA Institute

 

CFA Institute societies are an important part of the partnership plan. Society members may make themselves available as guest speakers for partners and partners should encourage student-candidates to join societies.