Society CFA Scholarship Program

Deadlines

 

December 2010 exam: 1 September 2010 for approval by CFA Institute
Apply Now (PDF)

 

Local society submission deadlines may vary

 

This program offers reduced costs for candidates selected by CFA Institute member societies.

  

Who is eligible?

Societies determine their own criteria for selecting scholarship recipients. Discrimination on the basis of race, religion, gender, or nationality is prohibited. Some suggestions for criteria include financial need, scholastic grades, or essays. Scholarships cannot be awarded to society officers, directors, or employees, or their immediate families. Applicants must fulfill all CFA candidate requirements. Contact a member society for details. 

 

How many scholarships can a society award?

A society may award a maximum of 10 scholarships per fiscal year. Each fiscal year includes the December exam and the June exam of the following year. Not all societies award scholarships for both the June and December exams.

 

What does the scholarship cover?

For the current exam offering, the CFA Program enrollment fee (if applicable) is waived and the registration fee is discounted. Society scholars pay only the cost of curriculum (2010 exam curriculum is US$225) plus any applicable taxes and import duties.* The fee is non-refundable and non-transferable. Scholarships cannot be deferred to another exam offering.

 

Visa, MasterCard, American Express, Diners Club, and JCB are accepted. CFA Institute does not accept Discover, debit cards, or other cards and does not invoice for payment. Checks and money orders are accepted. If you have already enrolled and registered for the current exam offering, you may request a refund in the appropriate section of the Scholarship Verification Form.

 

*Note: Society scholars who are re-registering for the Level I exam in the same calendar year (Level I exams are held in June and December) will not be charged again for the curriculum. Candidates re-registering for the same exam level in a future calendar year receive a curriculum discount.