CFA Society Cleveland

A Member of the CFA Institute Global Network of Societies

 Access Scholarships

CFA Institute offers the Access scholarship, 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) 


Local Scholarship




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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