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 Revised Access Scholarship Model

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Please click below for more information.
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 ‭(Hidden)‬ 2021 Access Scholarship

2021 Access Scholarships are Available for June 2021 and December 2021 CFA Exams

​​The application window is May 1, 2020 to September 15, 2020*

If awarded, the recipient can apply the scholarship to either:

  • The June 2021 Exam

  • The December 2021 Exam

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 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).

 ‭(Hidden)‬ Schweser Study Package Scholarship

CFA Society Orange County has scholarships offered through Kaplan Schweser available for the June 2021 Exam. The deadline for applications is November 15, 2019.  Scholarship recipients will be notified in December 2020.

To apply for a scholarship, please write a brief summary outlining the items below and email to [email protected]:

  • What is the reason you are taking the CFA Exams?
  • Why do you need a scholarship?


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:, and

 ‭(Hidden)‬ Past Recipients

Sukaina Alarakhia
Jamisen Allen
Stephen Ernst
Dominick Gaitan
Kevin Gilkenson
Robert Graham
Mani Nguyen
Brandon Rath
Elizabeth Spanos
Neil Jaramillo

For previous years click here