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CFA Society Ottawa > Scholarships
 
 

 Access Scholarships

CFA Institute offers a needs-based scholarship opportunity for those unable to afford the full price of the CFA Program enrollment and registration fees.

Access scholarship awards waive the CFA Program enrollment fee and reduce the exam registration fee to $250, including the CFA Program eBook.

If awarded, you can apply the scholarship to either exam in the relevant calendar year.  You must register and sit for the exam in the relevant exam year or you may be ineligible for future Access Scholarships.

The Access Scholarship application is available online.  Please check with us to learn more about any additional society criteria for the scholarship.

Withdraw or manage your application

Access Scholarship rules (PDF)

 ‭(Hidden)‬ Scholarship Information

CFA Program Ottawa Society Scholarships

This program offers reduced costs for candidates selected by CFA Society Ottawa.

Scholarship Eligibility

Scholarships are awarded based on financial need, community involvement, academic performance as well as professional experience. 

Number of Scholarships Awarded

A maximum of 10 scholarships will be awarded per fiscal year. 

Fees

The CFA Program enrollment fee (if applicable) is waived and the registration fee is discounted. Scholarship recipients pay only curriculum and shipping costs (US$185/eBook, $245/print, and $275/eBook and print)* plus any applicable taxes and import duties. Scholarships cannot be deferred to another exam offering.

Verification Forms and Instructions

  • The applicant prints, completes, and signs the Society Verification Form and returns form to the local society.
  • The sponsoring Society Leader completes and signs the form and then e-mails or faxes the completed form to Society Relations in the appropriate region as shown on the form.

CFA Program Entrance Requirements

To enroll in the CFA Program and register for your first exam, you must meet the entrance requirements:

  • Have a bachelor's (or equivalent) degree
    - or be in the final year of your bachelor's degree program at the time of registration
    - or have four years of qualified, professional work experience
    - or have a combination of work and college experience that totals at least four years (Note: Summer, part-time, and internship positions do not qualify)
    - If you initially enroll/register as a final year undergraduate student with a degree in progress, you may not register for the Level II exam until you have earned your degree, or obtained work experience that meets the program’s entrance requirements. At the time your degree is awarded, you may update your account education information to certify that your degree has been received.
  • Understand the professional conduct requirements (you will be asked to sign the Professional Conduct Statement and Candidate Responsibility Statement)
  • Be prepared to take the exams in English
  • Effective 1 January 2011: Have a valid international travel passport (required for enrollment and exam registration). Read the new ID policy.
 

 Important Dates

2013 application deadline Passed 
2013 application withdrawal deadline Passed
2013 scholarship award announcements 7 December 2012 
2014 application information First quarter 2013

CFA Program Identification Policy Change

 Application Form




Submit completed applications to Paul Baron.

 CFA Program

Learn more from CFA Institute about the CFA designation and its significance.


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