CFA Institute offers a needs-based scholarship opportunity for those unable to afford the full price of the CFA Program enrollment and registration fees. These scholarships are called Access Scholarships.
Access Scholarship awards reduce CFA Program enrollment and exam registration fees to $250, including the CFA Program eBook. Printed materials & shipping costs are not included in the scholarship award.
If awarded, you can apply the scholarship to either exam in the relevant calendar year. Please note: The window to apply for 2016 scholarships is closed. They are no longer available.
Plan ahead now for 2017!
If you want a scholarship for the June 2018 Exam, you must apply between
March 1 - September 15, 2017
If you want a scholarship for the December 2017 Exam, you must apply between
March 1 - September 15, 2017
Access Scholarship recipients are chosen and names are submitted to CFA Institute
Access Scholarship recipients and non-recipients are notified by CFA Institute
Before January 1, 2018
Apply Here (you will be redirected to CFA Institute)
There are lots of rules!
Click here to read them all
Be especially aware of the following:
Apply for the scholarship, but DON'T register for the exam until winners are announced in December, or you will be
"ineligible for the scholarship and your application will be voided. You may purchase the exam curriculum 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‡."
Don't gloss over the personal statement!
- 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 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.
The local selection committee
will be looking for personal statements that distinguish you from other candidates who can't afford the full cost of the program. Why should our local society invest in you? What is your story? How are you involved in the CFA community?
‡Beginning with June 2014 exam, the registration fee includes access to the curriculum eBook and a print version of the curriculum must be purchased separately. Therefore we will not issue credits to applicants who wish to purchase the print curriculum in advance. (If you purchase the print curriculum, you will also be responsible for shipping costs and any applicable import duties and taxes.).
Kaplan Schweser CFA Society Scholarships
Each award period, CFA Exam Candidates are eligible to receive free Schweser Study Tools for the CFA Exam. Local winners will be chosen randomly from among those who attend Exam Open House & Study Group Kick Off events.
See the Educational Support page to learn more.