Scholarships for CFA
Application Deadlines
June 2014 Awareness Scholarship applications are currently available.
Submission deadline: 3 February 2014
The submission deadline for the 2014 Access Scholarships, 15 September 2013, has passed.
CFA Program scholarships contribute to our vision of serving the interests of investors and society by promoting awareness of CFA Institute programs and by providing access to those programs to individuals who would otherwise be unable to afford full price.
Applicants must meet all CFA Program candidate requirements. Review the CFA Program entrance requirements.
Access Scholarships
Access Scholarships provide needs-based scholarship opportunities for those unable to afford the full price of the CFA Program enrollment and registration fees.
Award
Waive the CFA Program enrollment fee and reduce the exam registration fee (includes access to the curriculum eBook) to US$250.*Award Cycle
Access scholarships are awarded in December to be applied to exams in the following year. If awarded, the recipient can apply the scholarship to theJune exam (Levels I, II, and III) or
December exam (Level I only)
Important Dates
The application for the 2014 scholarship is no longer available.Submission deadline: 15 September 2013
Learn more below
Awareness Scholarships
Awareness Scholarships are designated for key influencers in the academic and financial communities.Award
Reduce the CFA Program enrollment and exam registration fee (includes access to the curriculum eBook) to US$350.*Award Cycle
Awareness scholarships are awarded as they are received and processed.Recipients of the June scholarship may only apply it to the upcoming June exam (Levels I, II, and III).
Recipients of the December scholarship may only apply it to the upcoming December exam (Level I).
Important Dates
Application for June 2014 exam: Available nowMust be submitted by 3 February 2014
In collaboration with our member societies around the world, over 2,600 Access Scholarships are awarded to CFA Program applicants each calendar year.
You must wait until the scholarship notifications occur in December before you register for the applicable exam, or you will be ineligible for the scholarship and your application will be voided. However, you may purchase the curriculum for that exam in advance by contacting us. When you register for the exam (after scholarship notifications) credit will be given for the eBook curriculum purchased in advance but credit will not be given for a print curriculum purchased in advance.‡
Once you submit your scholarship application, changes cannot be made.
If a candidate's financial situation changes, Access Scholarship applicants can withdraw their application from consideration before 1 November of the year in which they submit their application.
If you receive a scholarship and register, you must sit for the exam in the relevant exam year awarded or you may be ineligible for future Access Scholarships.
In collaboration with our University Relations team, we offer Awareness Scholarships to key influencers in the academic and financial communities, such as college/university faculty, college students affiliated with our Recognized Universities and CFA Program Partner Schools, select regulatory agencies, and media organization employees around the world.
CFA Program College Faculty Scholarships
Full-time college or university finance professors who teach a minimum of six credit hours per quarter or semester or administrators/department heads who teach three hours per quarter or semester at one university are eligible. The university must offer a bachelor’s degree (or equivalent) or higher.
Complete the Candidate Section by typing directly into the editable form where indicated.
Print the completed form and then add your signature and date.
Submit the form (only once) to CFA Institute by email. Keep your email copy for your records.
June 2014 Professor Scholarship Form (PDF)
CFA Program Partner and Recognized University Program Scholarships
After the June 2013 exam, all student scholarships will be awarded through universities and colleges participating in the CFA Program Partners initiative and University Recognition Program.
CFA Program Partner Scholarship Application (for use by CFA Program Partner universities only): June 2014 (PDF). Learn more about CFA Program Partners.
Recognized University Scholarship Application (for use by Recognized Universities only): June 2014 (PDF). Learn more about Recognized Universities.
CFA Institute Regulator Scholarships
Available to full-time employees of governmental securities regulators and central banks that enter into a regulator scholarships agreement with CFA Institute. View sample regulatory bodies. To learn more about regulator scholarships and explore whether your organization may qualify, contact us at scholarships@cfainstitute.org.
CFA Institute Media Scholarships
Scholarship opportunities are available to eligible, full-time employees of media organizations which communicate and disseminate financial news, data, and education around the world. For more information about media scholarships, download the application (PDF) or contact us at scholarships@cfainstitute.org.
Additional Information
Review exam and curriculum fees
View information about any applicable taxes, shipping costs, and customs and import fees.
Review available methods of payment
*Scholarship candidates are responsible for any additional costs related to selecting/purchasing the curriculum.
‡Beginning with June 2014 exam, the registration fee includes access to the curriculum eBook and a print version of the curriculum must be purchased separately. Therefore we will not issue credits to applicants who wish to purchase the print curriculum in advance. (If you purchase the print curriculum, you will also be responsible for shipping costs and any applicable import duties and taxes.).