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CFA Society Madison Scholarships

CFA Society Madison is offering three scholarships for the December 2020 or February 2021 CFA exams.  Each scholarship is for $800 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 June 2020 or December 2020 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 December 2020 exam or the February 2021 exam in order to receive the scholarship payment.

If you are interested in applying - 
• Complete the Society Scholarship Application and return by November 1, 2020.  (Recipients will be notified by late November 2020)

Mail the application to:
        CFA Society Madison
        1702 Ashlawn Lane
         Waunakee, WI 53597
            or scan to cfa@cfamadison.org

Any questions can be directed to Xuezheng Wu, CFA at xwu@madisoncollege.edu. 

 2021 Scholarship Info - 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! ​ 

Scholarship Steps

  Important Dates
If you plan to take the June or December 2020 Exam, you must apply between ​  Mid-May - September 15
Access Scholarship recipients are chosen & names are submitted to CFA Institute ​  October​
Access Scholarship recipients & non-recipients are notified by CFA Institute​​   Early December

​​
You must wait until the scholarship notifications occur in December before you register for the applicable exam, or you will be ineligible for the scholarship and your application will be voided. However, you may purchase the curriculum for that exam in advance by contacting CFA Institute​. When you register for the exam (after scholarship notifications) credit will be given for the eBook curriculum purchased in advance but credit will not be given for a print curriculum purchased in advance.

  • Once you submit your scholarship application, changes cannot be made.
  • If a candidate's financial situation changes, Access Scholarship applicants can withdraw their application from consideration before 15 October​ of the year in which they submit their application.
  • If you receive a scholarship and register, you must sit for the exam in the relevant exam year awarded or you may be ineligible for future Access Scholarships.

If you have any questions about the CFA Access Scholarship process, please CFA with CFA Society Madison at cfa@cfamadison.org. ​​​​​​​​​​​​

 CFA Program

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

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