Award

The scholarship covers the one-time CFA Program enrollment fee (if applicable) and reduces the exam registration fee (includes access to the curriculum eBook).

Eligibility

Applicants must meet all CFA Program enrollment requirements. Review the requirements

Award Cycle

Access Scholarships are awarded on or before 1 December, to be applied to exams in the following year. Access Scholarship recipients may apply the award to the

• June exam (Levels I, II, and III) or
• December exam (Level I only)

Important Information

You must wait until scholarship notifications occur in December before you register for the June exam, or you will be ineligible for the scholarship and your application will be voided.

Because scholarship notifications occur after the early exam registration deadline has passed, CFA Institute offers a US credit toward the June exam registration fee for those applicants who do not receive an Access Scholarship but who still wish to register for the June exam. The credit is applied during the exam registration checkout/payment process.*

• After you submit your scholarship application, you cannot make changes.
• If your financial situation changes, you may withdraw your application from consideration before the deadline (usually October) of the year in which you applied.
• If you receive a scholarship and register for the exam, you must sit for that exam or you may be ineligible for future Access Scholarships.

Access Scholarship Official Rules (PDF)

Application

The Access Scholarship period is open March through September.

Note: CFA Program Awareness Scholarships are available to qualified applicants in the academic and financial communities.

*The exam registration fee includes access to the curriculum eBook.

• If you wish to begin studying for the June exam before you are able to register (because you must wait until scholarship notifications occur in December), you may purchase the eBook curriculum in advance by contacting us. If you purchase the eBook curriculum in advance, you will receive a credit for your purchase during the exam registration checkout/payment process.
• A print version of the curriculum may be purchased separately. The print curriculum is not included in the exam registration fee, therefore we do not issue credits to applicants who purchase the print curriculum in advance of exam registration. Scholarship candidates are also responsible for shipping costs and any applicable import duties and taxes related to purchasing the print curriculum.​