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In line with its goal of promoting and enhancing the competence and integrity of investment professionals in the country, CFA Society Philippines is offering the SOCIETY CFAâ SCHOLARSHIP PROGRAM.  The scholarship program is aimed at attracting the best and brightest people to the investment profession, and consequently increasing the number and quality of the membership of CFA Society Philippines.


General Eligibility Requirements

Applicants must meet any of the following minimum entrance requirements set for the CFA Program:

 1.     Have a Bachelor’s Degree;

2.     Be in the final year of a Bachelor’s Degree Program;

3.     Have four (4) years of qualified work experience; and

4.     Have a combination of work and college experience of at least four (4) years.


No applicant shall be discriminated on the basis of race, nationality, religion, or gender.



 1.     Ability to pass, as shown by academic records and / or CFA examination results for candidates who will be taking Level II and Level III examinations;

2.     Financial need, considering among others the income of the applicant as well as the number of his or her dependents;

3.     Volunteerism spirit and potential to contribute to the activities of the society, taking into consideration the applicant’s extra-curricular activities and skills; and

4.     Career direction, where applicant must be working or must have the intention of working in finance, investment, and other related fields.

 Access Scholarships

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)

 ‭(Hidden)‬ Professor CFA® Scholarship Program


This program offers reduced costs for full-time college or university professors enrolling in the CFA Program.

Scholarship Eligibility

Full-time professors who teach a minimum of six credit hours per quarter or semester or administrators/department heads who teach three hours per quarter or semester at one university are eligible. The university must offer a bachelor’s degree (or equivalent) or higher. Applicants must fulfill all CFA candidate requirements to register.

Click here for further details.

 ‭(Hidden)‬ Important Dates


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


CFA Program Identification Policy Change 


What are the Society Scholarship application requirements?

Scholarship applicants must submit the following below.

(1) Scholarship Application Form

(2) Resume

(3) Most Recent Income Tax Return / Parent's Income Tax Return if applicable

(4) Result of previous CFA Examination if applicable


What is the time line for the Society Scholarship selection process?


April 1, 2012                 Announcement of the opening of scholarship application

May 7, 2012                 Deadline for acceptance of applications

May 18, 2012               Deadline for the submission of short-listed applicant

June (1st week)            Panel interview

June (2nd week)           Release of final list of scholars

June (4th week)           Deadline for submission of Scholarship Verification Forms

August 1, 2012             Deadline for submission of Scholarship Verification Forms to CFA Institute