CFA Society Milwaukee

A Member of the CFA Institute Global Network of Societies


 2018 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 2018 Exam, you must apply between  March 1 - September 15
 Access Scholarship recipients are chosen and names are submitted to CFA Institute  October 2017
 Access Scholarship recipients and non-recipients are notified by CFA Institute  Before December 6, 2017

Be aware of the following:

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 us. 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 ma​de.
  • If a candidate's financial situation changes, Access Scholarship applicants can withdraw their application from consideration before 1 November 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 contact CJ Batchelor, CFA - email.

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