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​​Educational Programs & Scholarship Information

CFA Society Hartford offers a variety of educational programs targeted both at existing members and candidates.  Information about our educational offerings is available here.  Our Education Committee is growing and seeking additional volunteers.  Please contact the Education Committee for more information or to volunteer.

We strive to give you the highest degree of investment industry programming, which means that our programs qualify as continuing education credit.

All Society members and interested parties are invited to participate in CFA Society Hartford's education program, whose primary purpose is to offer the latest insights into markets, trends, and other aspects of the financial services industry. These events are also a great opportunity to meet other charter holders and candidates.

CFA Society Hartford educational events are traditionally held on Tuesdays, Wednesdays or Thursdays.  Luncheons are typically held from 12:00pm to 1:30pm.  Breakfasts are held from 8:00am to 9:00am with registration and networking beginning at 7:30am.  

For our current events, please see our Event Calendar by clicking on "EVENTS" in the navigation bar.

Continuing Education Credits

Through the CFA Institute event registration portal, CE credits are automatically applied to those members who are also CFA Institute members. Generally, breakfast and luncheon sessions provide 1 CE credit.  (Some of our annual events provide additional CE credits.)

Sponsorship Opportunity

CFA Society Hartford is pleased to provide opportunities for vendors and sponsors to support programming for our members. Click on SPONSORS ​for more information.

Cancellation Policy

 We recognize that scheduling conflicts can arise, so we accept cancellations with full refund up to the week prior to the event. To initiate this refund, please contact us at [email protected] one week prior to the event for which you registered. 
 

University Outreach

CFA Society Hartford recognizes the vital role played by our Universities and maintains strong relationships with the UCONN, Quinnipiac, University of Hartford, CCSU and other educational institutions. We currently host a regional CFA Institute Investment Research Challenge where student teams present investment research reports to local industry judges for the chance to move on to nationals.

Learn more about our University Outreach program

If you are a student, we strongly encourage student membership in the Society, because of its reduced rates and many education and networking benefits.     

 
CFA Exam Scholarships 
                      

How many scholarships are available?
In conjunction with our candidate program and CFA Institute, CFA Society Hartford offers needs-based scholarships to CFA Program Candidates.  Our policy is to favor candidates most in need of such financial aid with slight priority towards Level II and Level III candidates. 

What does the Access (needs-based) scholarship cover?
For the next exam offering, the CFA Program enrollment fee (if applicable) is waived and the registration fee is discounted down to $250 USD (which includes the eBook). Scholarship recipients can order the printed curriculum at an additional cost plus shipping. Check this link. Access Scholarship applicants should not register for any exam while their Access Scholarship application is pending.

Who can apply?

  • Any member of CFA Society Hartford or anyone in the process of becoming a member at the time of scholarship application (applications for membership and scholarship may be submitted simultaneously).
  • Society scholars must fulfill all CFA candidate requirements to register. If society scholars are undergraduate students, they must be in the final year of their degree program.
  • Scholarships are not available to the immediate family of CFA Society Hartford Officers, Directors and Committee Chairs or CFA Society Hartford employees or their immediate families.

How to apply?

 
CFA Institute Research Challenge

 

Overview

The CFA Society Hartford has hosted a local competition, annually since 2014, as part of the annual CFA Institute Global Research Challenge (the Research Challenge) in association with the CFA Society Providence and CFA Society Stamford. The Research Challenge is an investment competition among university students at the graduate and undergraduate level. One team of three to five students per university is challenged to conduct an equity analysis of a public company, specified by the participating societies. Two teams per university may be allowed at the discretion of the participating societies.  Each team is required to prepare a written analysis and finalists will conduct a 10 minute oral presentation for a panel of judges. The students' work is judged by industry professionals.  Each team may be provided one faculty adviser that is selected by the team's university. The adviser will be the team's point of contact with the CFA Society Hartford. Winning local teams will have the opportunity to move on to the regional competitions.  

Purpose of the Event​

  1. Promote CFA Society Hartford as an organization that is widely recognized, well respected, and highly valued by investors, academia, and the business community in our region 
  2. Provide opportunities for members to enhance the value of the organization by volunteering 
  3. Grow the organization by expanding student recruiting and awareness 
  4.  Develop a sense of community among members by involving many of them in a single event

To view information on some of the past CFA Institute Research Challenges:

2017 Research Challenge

2018-Research-Challenge

2019 Research Challenge

2020 Research Challenge

2021 Research Challenge

2022 Research Challenge

We are currently seeking volunteers.  Please contact us at [email protected] for more information.