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CFA Institute scholarships are part of our commitment to promoting the highest standards of ethics, education, and professional excellence. Our scholarships help make the CFA® charter more attainable and give more people an opportunity to advance their career. 

Explore Available Scholarships 

Our variety of scholarships allow more people to participate in CFA Program. View our full list of scholarships below or take advantage of our scholarship assessment tool to find the scholarship best suited for you. All scholarships include a waived enrollment fee and discounted registration. 


Who Is This For? Registration Discount Application Deadline
Access Scholarship For individuals who may not be able to afford the program fees. Applicants must meet all CFA Program enrollment requirements.  Exam registration reduced to USD250 The scholarship application will be open from mid-May through 15 September.
Women's Scholarship For women who are interested in earning the CFA charter, do not qualify for other CFA Institute scholarships, and have not yet registered for their next exam.  Exam registration reduced to USD350 Applications will be accepted for the December 2020 exam cycle beginning on 5 February 2020.
Student Scholarship For students currently attending an affiliated university and have not yet registered for their next exam. Exam registration reduced to USD350 8 August for the December 2020 exam.
Professor Scholarship For full-time college/university professors or administrators/department heads who teach a minimum number of credit hours at qualified institutions and have not yet registered for their next exam. Exam registration reduced to USD350 15 August for the December 2020 exam.
Regulator Scholarship For full-time, qualified employees of non-profit entities that supervise or regulate the operations, standards of practice, or business conduct of the investment management industry and have not yet registered for their next exam. Exam registration reduced to USD350 15 August for the December 2020 exam.
Media Scholarship Full-time or contract employees of media organizations that communicate and distribute financial news, data, and education and have not yet registered for their next exam. Exam registration reduced to USD350 15 August for the December 2020 exam.

Benefits for US Service Members and Veterans

US Service Member

CFA Institute accommodates veterans and promotes our designation within the service. US military ranks of E-5 and above are designated as leadership positions; four years of this work experience would qualify as the equivalent of a Bachelor’s degree for entry into CFA Program.

Learn How to Start a Career in Investment Management
US service members or veterans can receive tuition reimbursement for CFA Program through the Department of Veteran’s Affairs.

Take the Next Step in Your Career CFA_Program-_Footer-_Illustration_AY.jpg

Ready to earn a charter and join the ranks of elite investment professionals? If you are registering for the Level I exam for the first time, you must enroll in CFA Program as part of exam registration. Follow the below link to create an account, and we will connect you with everything you need to prepare.


Local Scholarship

2020 and 2021 Local Scholarship Information Available in the Fall of 2020, read last years scholarship information below



Kaplan/Schweser 2019 CFA® Society Scholarships
 
There are five scholarships available to the Candidates sitting for the June 2019 Level I, II or III Exam. The deadline for submission is October 15, 2018 with notice given of those selected on October 20th.  Candidates applying for the scholarship will need to complete an essay (submitted to CFA@Cleveland.CFASociety.org), in 500 words or less, answering this question:
 
 
Why do you want to pursue the CFA Charter?
 
We encourage applicants to visit the CFAI website to learn more about the CFA Institute prior to submitting their response. 
 
Here are some key tenets:
 
Mission Statement
The mission of CFA Society Cleveland is to promote
professional development, ethics, and awareness through
outreach to and engagement with the financial community.
 
Vision
We aspire to a CFA Institute that:
*Serves all finance professionals seeking education, knowledge, professional development, connection, or inspiration.
*Leads the investment profession$B!G(Bs thinking in the areas of ethics, capital market integrity, and excellence of practice.
 
Values
This is how we believe financial markets and services should operate:
*Investment professionals contribute to the ultimate benefit of society through the sustainable value generated by efficient financial markets and by effective investment institutions.
*Good stewardship and high ethical standards are necessary for trust and confidence to be secured and for society to be served.
*Financial markets should afford every investor the opportunity to earn a fair return.
*Financial markets are more effective when participants are knowledgeable.
*High ethical principles and professional standards are essential to positive outcomes; rules and regulations, while necessary, are not sufficient by themselves.
 
Strategic Premises
Our strategy builds on the following beliefs:
*Investment services will thrive only if principals and assets owners have trust in the system and obtain fair and sustainable results from the services and actions of agents.
*Significant systemic risks arise from the complexity and inter$B!>(connectedness of markets and instruments, to which effective industry structure and excellent practice are critical.
*Economic and political power is broadening out across a wider range of countries and regions, requiring significant strategic re-balancing.
*Imbalances in the macroeconomic and geopolitical environment present significant opportunities, challenges, and risks.
*Transformational changes in demography, the environment, and the limits to natural resources present significant challenges and opportunities.
 
Based on the above, CFA Institute will emphasize strategic initiatives with respect to:
 
Broader Mission
Extend our promotion of ethical and trustworthy investment markets and services, and education for investment professionals and other market participants.
 
Bolder Voice
Provide the voice globally for an effective investment industry that reflects our values.
 
Bigger Community
Broaden and re-balance our global reach with those working in or using the financial markets.

For information regarding scholarships, please contact Cindy Nace, Executive Director of CFA Society Cleveland, at cfa@cleveland.cfasociety.org.

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