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CFA Society North Carolina
 

 Announcements

 

Are you planning to take a CFA exam in June 2014 or December 2014?

Consider applying for a 2014 CFA Program Access Scholarship!

Application Deadline:  15 September, 2013

CFA Institute is making available a needs-based scholarship opportunity for those unable to afford the full price of the CFA Program enrollment and registration fees. In collaboration with CFA Society North Carolina and other member societies around the world, Access Scholarships will be awarded for the 2014 exam cycle [June 2014 (all levels) and December 2014 (Level 1 only)].   Access scholarship awards reduce CFA Program enrollment and exam registration fees to $250, including the CFA Program eBook.  For the June 2014 exam, scholarships are awarded for all three levels of the exam.

To complete your application for an Access Scholarship you must:

1.  Send a current copy of your resume to sbgillette@ncrrbiz.com.  Please put 2014 Scholarship Application Resume in the subject line.

2.  If you are employed, submit a letter from your manager or human resources office indicating that you will not receive company reimbursement for CFA expenses.  If you are not employed, please indicate this in  your response.  Send your letter of reimbursement or statement of employment to sbgillette@ncrrbiz.com.  Please put 2014 Scholarship Employment Letter in the subject line.

3.  Complete the application at the CFA Institute site located at  http://www.cfainstitute.org/programs/cfaprogram/register/Pages/cfa_access_scholarships.aspx

All applications will be thoroughly reviewed and CFA Institute will notify candidates of awards on or before 6 December, 2013.   We wish all of the candidates in North Carolina much success on the exams in 2014 and look forward to providing additional opportunities for scholarships in the future to assist candidates in earning their CFA Charter.

Best regards,

Judson W. Russell, Ph.D., CFA

Education Chair, CFA Society North Carolina

 Investor Education

 CFA Society North Carolina

CFA Society North Carolina (CFA NC) was established in 1971 to provide education and support to the area’s investment professionals. CFA Society North Carolina membership consists of portfolio managers, security analysts, investment advisors, and other financial professionals. CFA Society North Carolina is one of the world’s larger societies of investment professionals. We are dedicated to our members and to our industry and its clients, promoting:
  • Ethical and professional standards within the investment industry;
  • Encourage professional development through the CFA Program and continuing education;
  • Facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
  • Work to further the public's understanding of the CFA designation and investment industry.

As a CFA Institute member society, our society connects members to a global network of investment professionals.

 
 

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CFA Society North Carolina promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions.

 News and Announcements

ADV Part II – Plain English Description of CFA Charter 
by
 3/24/2011 3:21 PM

As you may know, investment advisors in the United States have the opportunity to provide the SEC or state securities regulator with information about their designations on the new ADV II form. We believe that it is an important opportunity for charterholders...

 

 Who Is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 


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