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CFA Society Madison Scholarships

CFA Society Madison will be offering three scholarships for the 2023 CFA exams. Each scholarship is for $700 for any level of the exam to help candidates defer the cost of pursuing the CFA designation. Level I candidates are also eligible to receive a $250 reimbursement towards the CFA exam enrollment fee. Applicants must fulfill all CFA candidate requirements to be eligible for a scholarship. Scholarships are not available to CFA Society Madison officers, directors, employees or their immediate families.

  • Candidates are ineligible if their current employer provides any financial assistance for participation in the CFA Program.
  • Scholarships can be awarded even if a candidate has already registered for the 2023 exams.
  • Candidates must sit for the exam in 2023 and provide proof in order to receive a scholarship payment. 
  • Candidates must sit for the Exam in Madison, WI, USA and are from the Madison area.
  • Any Candidate who receives CFA Institute's Access Scholarship for 2023 is not eligible for the CFA Society Madison Scholarship in 2023.

If you are interested in applying - 
  • Complete the Society Scholarship Application and return by January 31, 2023.  (Recipients will be notified by mid-February)
Mail the application to:
     CFA Society Madison
     1702 Ashlawn Lane
      Waunakee, WI  53597
          or scan to [email protected]

Any questions can be directed to Xuezheng Wu, CFA at [email protected] 

 CFA Program Access Scholarship

The CFA Program scholarships contribute to CFA Institute's mission to lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence, which includes offering educational opportunities.  Access Scholarships provide needs-based scholarship opportunity for those who are unable to afford the full price of the CFA Program enrollment and registration fees.  Access Scholarship awards reduce CFA Program enrollment and exam registration fees to $250, including the CFA Program eBook. Printed materials and shipping costs are not included in the scholarship award. 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.

To view more details regarding the CFA Program Access Scholarships - click here! ​

The scholarship application window is now open.  Access Applications close on October 18th. Winners will be notified October 19th - December 15th. 

If you have any questions about the CFA Access Scholarship process, please contact us.​​​​​​​​​​​​

 CFA Program

Learn more from CFA Institute about the CFA designation and its significance.

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