CFA Society Houston

A Member of the CFA Institute Global Network of Societies

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 Scholarship Opportunities

CFA Houston's Scholarship Committee has responsibility for administering the Society's two ongoing scholarship initiatives:

CFA Houston Scholarship Award Program

Congratulations to the Society's Scholarship Recipients for the 2016-2017 school year:

Rice University Rushana Cypert and Shubham Manchanda
University of Houston Alejandro Sanoja and Brian Gordon


For several consecutive years, CFA Houston has been pleased to award $2,500 annually to four deserving students, two each from Rice University and The University of Houston.  CFA Houston representatives accept applications each Spring from graduate business students that have one year remaining in their studies, for the Society’s annual scholarship award program.  Applicants are asked to submit a resume and an essay on why they are pursuing the CFA ® designation along with their financial need.  Applicants are then interviewed by representatives of the Scholarship Committee.  Since both Rice and UH have well-established and highly considered student-managed fund programs, it is anticipated that most scholarship winners will be selected from these students since they have already demonstrated a commitment to learning about financial analysis and the capital markets in their respective schools. 

The CFA Society of Houston funds these scholarships solely through member donations, which serve as tax deductible charitable contributions.  CFA Houston members have generously supported the fund, which has enabled the Society to help “pass the torch” to some excellent future candidates in the business.  If you are interested in helping continue scholarship awards through your donations, please see this page to learn more and thank you! http://www.cfasociety.org/houston/Pages/ScholarshipFund.aspx

CFA Program Access Scholarships

The CFA Institute maintains different scholarship programs, but here we highlight Access Awards for candidates in the Greater Houston area.  The goal of the Access Scholarship program is to provide greater access to the CFA program for those that otherwise could not afford it.  The CFA Institute provides funding for several scholarships annually to Houston-area CFA® candidates to use towards their registration and enrollment fees for either the June or December exams of the CFA® Program.  Applicants for this Society's scholarship must live within 200 miles of Houston, Texas, must be eligible to enroll into the CFA Program, and must not be reimbursed by their company for exam fees.  CFA exam level I, II or III candidates are eligible to apply for these scholarships.  Applicants may be students, Society members or prospective Society members.  Scholarship awards reduce CFA Program enrollment and exam registration fees to $250, including the CFA Program eBook.

The deadline for 2017 exams has already passed.  The Society will be accepting applications for the June and December 2018 exams.  The submission deadline for the 2018 exams is September 15, 2017.

Application instructions for the June and December, 2018 Exams:

CFA Program Access Scholarships will be awarded again in the 2018 exam cycle.  See this link for important program details on Access Scholarships: https://www.cfainstitute.org/programs/cfaprogram/scholarships/Pages/index.aspx​​ 

Please note:  your completed application must be made through the CFA Institute website by September 15, 2017 to be considered for the June and December, 2018 Exams.  It is anticipated that scholarship awards will be announced on or before the second week of December.  Recipients apply their scholarships to either the June or the December exams, and must register and sit for the exam in the relevant exam year awarded to continue being eligible for future Access scholarships.

Current CFA Society of Houston Scholarship Co-Chairs:

Brian S. Quattrucci, CFA at BQuattrucci@eagleglobal.com​ and Duy Nguyen, CFA at duy.nguyen@invesco.com.

 ‭(Hidden)‬ Past CFA Houston Scholarship Recipients

Congratulations to the Society's Scholarship Recipients for the previous years:

2015-2016 school year​:
Rice University​Ran Huo and Mustafa Kodwavi       ​​​
University of HoustonJane Tran and Kevin Newman
2014-2015 school year:
Rice University​Ryan A. Leary and Wei Si  ​​​
University of HoustonMichael Becherer and Kay Boakye Yiadom
2013-2014 school year:
Rice University​LaTisha M. Cotto and Adam Van Doren
University of HoustonHsin-Mei Chen and Trey Evans