Scholarships
2014 Access Scholarship application window:
1 March — 15 September 2013
Available now (login required)
Our mission to lead the investment profession globally by setting the
highest standards of ethics, education, and professional excellence,
includes offering educational opportunities to current and future
stewards of the world's investment markets.
CFA Program scholarships contribute to the 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.
Access Scholarships
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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
- the June exam (Levels I, II, and III) or
- the December exam (Level I only).
Application for 2014 exams:
Available 1 March 2013
Must be completed by 15 September 2013
Access Scholarships: Official Rules (PDF)
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).
Applications for 2013 exams:
June exam: Passed (1 Feb 2013)
December exam: Available now
Must be submitted by 3 September 2013
Awareness Scholarships: Official Rules (PDF)
Learn more below
Access Scholarship Details
In collaboration with our member societies around the world, Access
Scholarships are being awarded beginning with the 2013 exam cycle.
Over 2,600 scholarships will be awarded to CFA Program applicants each calendar year.
Note: Scholarship applicants who register for an
exam while their Access Scholarship application is pending will be
deemed ineligible and their application will be voided. However,
scholarship applicants may purchase the curriculum separately by contacting us.
After scholarship notifications occur in December 2013, credit will be
given for the advance purchase curriculum to applicants who register for
an exam.
- 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.
Begin, complete, or withdraw your application (login required)
Awareness Scholarship Details
In collaboration with our University Relations team, we are pleased
to 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, and select regulatory agencies around the world.
CFA Program College Faculty Scholarships: These scholarships are available to all full-time college or university finance professors. CFA Program College Faculty Scholarship
CFA Program College Student Scholarships: These
scholarships are now being distributed by the Program Partner
Scholarship and the Recognized University Scholarship (see details
below).
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): December 2013 (PDF). Learn more about CFA Program Partners.
- Recognized University Scholarship Application (for use by Recognized Universities only): December 2013 exam (PDF). Learn more about Recognized Universities.
CFA Institute Regulator Scholarships: These
scholarships may be available to full-time employees of select financial
regulators and government agencies who oversee securities markets. View sample regulatory bodies. To learn more about regulator scholarships and explore whether your organization may qualify, contact us at scholarships@cfainstitute.org.
*Scholarship candidates are responsible for any additional costs for substituting or adding the print option, including curriculum and shipping costs plus any applicable taxes and import duties. View available methods of payment.
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