CFA Society Portugal

A Member of the CFA Institute Global Network of Societies

CFA Program

Administered by CFA Institute, the Chartered Financial Analyst® (CFA®) Program is a graduate-level, self-study curriculum and examination program for investment specialists.

Established in 1962, the CFA Program sets the global standard for investment knowledge, standards, and ethics. Earning the credential can serve as a passport to entry or advancement within the investment profession around the world. The designation tells clients, employers, and colleagues that the charterholder has mastered a rigorous curriculum covering a broad range of investment topics and that he or she is committed to the highest ethical standards in the profession.

Our society encourages its members to earn the CFA charter and supports candidates by sponsoring CFA exam study groups and other programs. Many of our members hold the esteemed CFA designation.

S​cholarships

CFA Institute scholarships are part of our commitment to promoting the highest standards of ethics, education, and professional excellence. Our scholarships help make the CFA® charter more attainable and give more people an opportunity to advance their career. 

Explore Available Scholarships 

Our variety of scholarships allow more people to participate in CFA Program. View our full list of scholarships below or take advantage of our scholarship assessment tool to find the scholarship best suited for you. All scholarships include a waived enrollment fee and discounted registration. Scholarships are awarded on a rolling basis, allowing candidates to select from multiple upcoming exam offerings.

All registration fees shown are net of any local VAT, Goods and Services Tax (GST) or any other sales tax payable by the candidate in their country of residence. Where CFA® Institute is required to add sales tax at the local statutory rate, this will be added to the fees shown during the payment/checkout process. 

For information about taxability related to online purchases from CFA Institute, please visit our Tax Policy page.

 

Who Is This For?

 

​Registration Discount

Access Scholarship

 

​For individuals who may not be able to afford the program fees.

Applicants must meet all CFA Program enrollment requirements. 

 

​Exam

registration

reduced to

USD250

Women's Scholarship

 

​For women who are interested in earning the CFA charter, do not qualify for other CFA Institute scholarships, and have not yet registered for their next exam. 

 

​Exam

registration

reduced to

USD350

Student Scholarship

 

​For students currently attending an affiliated university and have not yet registered for their next exam.

 

​Exam

registration

reduced to

USD350

Professor Scholarship

 

​For full-time college/university professors or administrators/department heads who teach a minimum number of credit hours at qualified institutions and have not yet registered for their next exam.

 

​Exam

registration

reduced to

USD350

Regulator Scholarship

 

​For employees of financial regulators, central banks, securities commissions, qualifying stock exchanges, SROs and/or government entities. Specifically, those entities that oversee or regulate operations, standards of practice or business conduct of the investment management industry and which have entered into a program agreement with CFA Institute.

 

​Exam 

registration

reduced to

USD350


CFA Preparation

Our society supports the efforts of local CFA candidates by sponsoring a variety of CFA exam preparation and review opportunities. Experienced and respected academicians and investment practitioners coach candidates on CFA curriculum topics, such as securities analysis and investment valuation, financial accounting, quantitative analysis, economics, asset allocation, and portfolio management. Participation in an organized program can complement the self-study design of the CFA Program.


​CFA Society Portugal is pleased to report that it has negotiated discounts for our members and local CFA candidates.



25% discount
Courses and study support for the Chartered Financial Analyst Program
Use the following codes at checkout:
CFA Silver package code: CFAPORTUGAL25SILVER
CFA Gold package code: CFAPORTUGAL25GOLD

Learn more​​


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15% discount
CFA study products.
Use the following code at checkout:
Code: CFAESGPOR20
Learn more


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15% discount
Schweser CFA Exam preparation for CFA Society Portugal candidates
Study Solutions and Review Learn more



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20% discount
CogniVisio is a provider of digital prep courses for the CFA® Exam.
Use the following code at checkout:
Code: CFAPORTUGAL20
Learn more



CFA Cand​idates​

​All the process related with the CFA exams is managed directly by the CFA Institute. As such, the most expeditious way of getting all the relevant information is to visit the CFA Institute website directly.​

Whenever necessary, you can also contact the CFA Institute directly through e-mail or phone. 

The relevant contacts are available on the abovementioned website.

Notwithstanding, we exhibit below some helpful links:

We hope you consider this set of information valuable and are willing to help candidates to the extent of our possibilities. Please feel free to contact us with any questions you consider relevant, in particular if you want to learn more about our members’ past experience in obtaining the CFA Charter.

CFA Society Portugal wishes you the best luck for the CFA exams and expects to have you as a member soon.


All initiatives concerning candidates will be published in this area of the website. 

Mock Exam


Candidates Committee



Learn more

View more details and register for the CFA® Program