The application window is May 1, 2020 to September 15, 2020*
If awarded, the recipient can apply the scholarship to either:
Access Scholarship awards waive the CFA Program enrollment fee and
reduce the exam registration fee to $250, which includes eBook. The
Scholarship can apply to either exam in 2021, but you must register and
sit for the exam to be eligible otherwise you may be ineligible for
future Access Scholarships.
For more information please visit : CFA Institute Access Scholarship Webpage
*Candidates who have already registered for a 2021 CFA Exam are ineligible to apply for a 2021 Access Scholarship. If you are applying
for a 2021 Access Scholarship, do not register for the 2021 Exams until
after the scholarship recipients are announced (sometime in the
beginning of December 2020).
To apply for a scholarship, please write a brief summary outlining the items below and email to [email protected]:
If you are a student at a local University you may be eligible for University Relations Scholarships or CFA Institute Scholarships for Professors. Please contact [email protected] for more information.
CFAOCF is directed by CFA Society Orange County (CFAOC), formerly the Orange County Society of Investment Managers (OCSIM). CFAOC is a society of CFA Institute, the organization that grants the prestigious CFA designation. For more information, please visit:
Sukaina AlarakhiaJamisen AllenStephen ErnstDominick GaitanKevin GilkensonRobert GrahamMani NguyenBrandon RathElizabeth Spanos Neil Jaramillo
For previous years click
, which are necessary for basic site functionality like keeping you logged in, are always enabled
Allow analytics tracking.
to learn how this information is used.