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 Scholarship Info


CFA Society Okanagan strongly encourages professional development through the CFA Program and continuing education.

As part of this mandate, CFA Society Okanagan provides scholarships to CFA Institute candidates. This is accomplished through 2 types of scholarships:

         1)CFA Institute Access Scholarships

         2)CFA Society Okanagan scholarship foundation for students at UBC Okanagan, Thompson Rivers University, and Okanagan College

Please review this page often for scholarship information updates.

For information on all CFA Institute scholarships, please visit:   



CFA Institute offers a needs-based scholarship opportunity for those unable to afford the full price of the CFA Program enrollment and registration fees.

Access scholarship awards waive the CFA Program enrollment fee and reduce the exam registration fee to $250, including the CFA Program eBook.

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.

The Access Scholarship application is available online.  Please check with us to learn more about any additional society criteria for the scholarship.

Withdraw or manage your application

Access Scholarship rules (PDF)





CFA Society Okanagan has been fundraising for a number of years to build-up a CFA Society Okanagan scholarship foundation. In 2011, CFA Society Okanagan began to provide scholarships to students at UBC Okanagan, Thompson Rivers University, and Okanagan College.

CFA Society Okanagan is currently working with the universities to setup the ongoing scholarships. This webpage will be updated with information on this initiative.  

For more information, please contact us at [email protected] ​

 CFA Program

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

 ‭(Hidden)‬ Important Access Scholarship Dates


2013 application deadline Passed 
2013 application withdrawal deadline Passed
2013 scholarship award announcements 7 December 2012 
2014 application information First quarter 2013