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CFA Society Madison Scholarships

CFA Society Madison is offering three scholarships for the August 2021 or November 2021 CFA exams.  Each scholarship is for $700 to help candidates defer the cost of pursuing the CFA designation.  Applications 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 already receiving Access or Awareness scholarships for the 2021 year are not eligible for the CFA Society Madison scholarship.
  • Candidates are ineligible if their current employer provides any financial assistance for participation in the CFA Program.
  • Candidates must sit for the August 2021 exam or the November 2021 exam in order to receive the scholarship payment.
  • Candidates must sit for the Exam in Madison, WI, USA and are from the Madison area.

If you are interested in applying - 
Complete the Society Scholarship Application and return by April 30, 2021.  (Recipients will be notified by early May.)

Mail the application to:
        CFA Society Madison
        1702 Ashlawn Lane
         Waunakee, WI 53597
            or scan to

Any questions can be directed to Xuezheng Wu, CFA at 

 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 2022 Access Scholarship Program will open in early April.

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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