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.
