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CFA Society of Orange County > CFAOC Foundation > Sites > Fund & Scholarship
 

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 Scholarships


Scholarship Announcement

Finance & Economics Majors

The CFA Society of Orange County Foundation (“CFAOCF”) is proud to announce the availability of one (1) $2,500 educational scholarship for Economics/Finance majors with an interest in Investment Studies at Orange County area universities. The scholarship is intended to reward students for their academic achievements and encourage their pursuit of a career in the professional investment management industry.

Requirements:

  • Undergraduate Business student with Junior or Senior standing

  • Enrolled at an accredited university with a presence in Orange County

  • Enrolled in at least 6 credit hours per semester (i.e., minimum half-time student status)

  • Completed at least one 3-hour Economics/Finance course with a grade of “B” or better

  • Major or minor emphasize in Economics / Finance / Investments

To download the announcement and application,  click here.

Deadline: Applications must be postmarked by December 16, 2011

The scholarship will be paid by the CFA Society of Orange County Foundation, a 501(c)(3) nonprofit public benefit corporation. The winners of the scholarship will be announced and the scholarship paid in early January 2012.

Note: Immediate family and members of the households of the CFAOCF Scholarship Selection Committee are not eligible for these scholarships.

Mail completed applications to:

CFA Society of Orange County Foundation
4533 MacArthur Blvd., Ste.# 182
Newport Beach, CA 92660

Please mail application form and all supporting documentation in one envelope. Incomplete applications will not be considered.

Any questions should be directed to: admin@cfaoc.org

CFAOCF is directed by the CFA Society of Orange County (CFAOC), formerly the Orange County Society of Investment Managers (OCSIM). CFAOC is a society of the CFA Institute, the organization that grants the prestigious CFA designation. For more information, please visit: www.cfaocf.org, www.cfaoc.org and www.cfainstitute.org.

 
 

 Scholarship Recipients

Successful fundraising has allowed us to increase the number of educational scholarships awarded this past year. Here are the scholarship recipients:

Undergraduate Scholarship Winner:

Dung Bui, Chapman University

Guyra Kaplan de Castro, Chapman University

 

Previous Winners:

Oxana A. Kachtanova, UCI


CFA Institute Scholarship Winners:

June 2010 Exam

Vernon M. Briggs III

Michael Higdon

Danny Ismail

Gabriel W. Kass

Moira Kiernan

Chad Noorani

Jessica Y. Lee

Phillip Owens

Stephanie Wang

 

Schweser Scholarship Winners:

Nathaniel Chang

Harry Giang

Matthew D. Omer

Ajith Sigera

 

Stalla Scholarship Winner:

Olga Kuiperova

 


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