CFA Society Portland

A Member of the CFA Institute Global Network of Societies


 Serving Investment Professionals in Oregon and SW Washington

CFA Society Portland 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.


To serve our members by promoting professional excellence and an engaged investment community​


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 Scholarship Information

CFA Institute Access Scholarships

The CFA Program Access Scholarship is a needs-based opportunity for those unable to afford the full price of the enrollment and registration fees. The online application is available from 1 March – 15 September, for exams offered the following calendar year.

To learn more and apply for any of these scholarships, click here


CFA Institute Awareness Scholarships

Awareness scholarships are merit or role-based opportunities that offer a reduced fee for CFA Institute educational programs. There are several categories of Awareness Scholarships:

  • Women’s Scholarship
  • Academic Faculty, Student, or Administrator Scholarship
  • Regulator Scholarship
  • Media Scholarship

To learn more and apply for any of these scholarships,​ click here


CFA Institute Women's Scholarships

To promote and support women in investment management, CFA Institute is offering a Women’s Awareness Scholarship. This scholarship is available to all women pursuing their CFA Charter who do not qualify for other Institute scholarships.

To learn more, click here


Carl Burgdorfer Scholarship Program Press Release



Kaplan Schweser CFA Review Discount

Kaplan Schweser has helped tens of thousands of candidates pass their CFA exams.  We offer the broadest array of CFA exam preparation tools available anywhere and can also help you, whatever your individual learning style and educational needs.

  • Expert live, online, and multimedia instruction from the largest and most experienced staff of Finance PhDs and CFA charterholders
  • SchweserNotes™ for clear and concise explanations of every Learning Outcome  in the  CFA curriculum
  • A question  bank with thousands of exam-related questions
  • Six full (6-hour) practice exams for your final exam preparation
  • Review seminars (live and online) and mock exams for added confidence on exam day

Receive 15% OFF select Kaplan Schweser Study Solutions and Instruction for CFA Exam review; an exclusive discount for candidates of the CFA Society of Portland footprint.

Order Online Today

Conveniently order online through the custom PORTAL or call a Kaplan Schweser Customer Service Representative at 888 325 5072. Enter or provide the following discount code: PortlandCFA1

For complete Kaplan Schweser product information, please visit



Wiley CFA Prep Discounts

To receive 20% off Wiley study materials click HERE.

To receive 50% off Wiley books click HERE.



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 Who is CFA Institute?

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