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CFA Society Naples offers scholarships

CFA Society Naples is offering $1,000 academic scholarships to deserving university students who are studying finance. Applicants must submit a 500- to 1,000-word essay describing why they deserve the scholarship, how it fits into their major, plans for the future and goals for obtaining a CFA charter. The deadline to apply is Sept. 29, 2019 via email to Dr. Jones at


The CFA Society of Naples encourages its members to earn the CFA Charter and supports candidates by sponsoring CFA exam study groups, discounts, and other programs. Several candidate resources are detailed in the menu at the right of this page.

The society is also a strong supporter of local university students who are interested in a career in investments and financial services. .

For candidates interested in learning more about the CFA exam, we encourage you to visit AnalystForum, the world's largest online community of CFA candidates. Candidates can find access to study materials and an online forum to share study techniques and progess.

 Candidate Services

CFA Exam Scholarships

The CFA Institute offers scholarships for all three levels of the CFA examinations. For information on scholarship opportunities, please visit the CFA Institute page, or email our Education Chair for an application.

Discounts on CFA Exam Review 

The CFA Society of Naples has arranged for discounted pricing and study material scholarships from two premiere CFA exam test preparation providers, Wiley, and Kaplan Schweser.

Wiley's CFA® Exam Review

CFA Society Naples candidates save 20% on all Wiley's CFA® Exam Review materials. Use discount code NAPLES.

Designed by expert instructors to help busy candidates prepare to pass, you'll learn faster and retain more with comprehensive study materials and efficient, mini "bite-sized" lessons. Trusted by thousands of candidates from over 100+ countries, Wiley's Platinum course includes weekly live online virtual classes, online mentoring, 110+ hours of Video Lectures with top instructors (50+ hours for Level III), study guide and online test bank with thousands of practice questions. Then take the full-length Mock Exams and track your progress right up to exam day. Also includes Wiley' popular 11th Hour Final Review course and Pay Once Until you Pass guarantee – 100% free course repeats and updates until you pass the CFA exam.

Take a FREE TRIAL and learn more at

Kaplan Schweser

If purchasing Schweser study materials, please enter the coupon code everglades1 to receive a 15% discount off the retail price. Candidates also have the opportunity to take a Schweser mock exam at the heavily-discounted price of $49.

CFA Society of South Florida 

The CFA Society of South Florida also sponsors a weekly review course for Levels I and II. The course is held weekly on the campus of Florida Atlantic University. Please visit the CFA South Florida website if you are interested in more information.


Society Event Discounts

In addition to discounted pricing on review courses, the CFA Society of Naples is able to offer discounted pricing to exam candidates for our monthly luncheons. Please contact the Education Chair for information on how to obtain the discounted pricing.

 Student Services

University Scholarships

The CFA Society of Naples awards scholarships to local business students in the Spring of each year. Applications will be available in March, and students who are entering their Senior year will be eligible to apply.

Please contact our Education Chair for more information or to apply.


Student Discounts

In addition to the University scholarship, the CFA Society of Naples is able to offer discounted pricing to local university students for our monthly luncheons. Please contact the Education Chair for information on how to obtain the discounted pricing.


Research Challenge

Local CFA societies and the CFA Institute host and launch local-level competitions of the CFA Institute Research Challenge in conjunction with the participating universities. The universities assemble teams of three to five business and finance students who work directly with a company in researching and preparing a company analysis.

The teams' final presentations are locally evaluated by high-profile panels of heads of research, portfolio managers, and chief investment officers from the world's top firms.

The local champions advance to regional competitions in the Americas, Asia, and Europe and then to the global finale.

Learn more about the challenge components at the CFA Institute site, or contact our Education Chair for more information.