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 General Scholarship Info

Scholarships for the CFA Program are available on a limited basis through some universities and CFA Institute local Member Societies.  Information about these scholarships can be obtained from the CFA Institute website.

 Women's Scholarship Info

This scholarship is available to women residing in South Carolina who are interested in earning the CFA charter. Proceeds are to be used to register for June 2019 exam (Levels I, II, and III).

Award Amount

The amount of each scholarship is $500 and is to be awarded on a reimbursement basis. The scholarship recipient will register for June 2019 exam and then be reimbursed by CFA Society South Carolina with a check of $500.

Eligibility

Women interested in earning the CFA charter are encouraged to apply.  Candidates studying in their final year of a bachelor's degree program, pursuing a master's degree, or working in the investment management industry will be given priority.

How to apply

Email the application and an essay discussing the role of women in finance to cfasouthcarolina@gmail.com.

For university students, please attach a copy of the university ID. For professionals, please attach proof of employment, such as a company letter or recent paystub.

Application Deadline 

February 28, 2019 

When awarded

If you are awarded the scholarship, you will receive further instructions via email.  The winner will also be announced at the annual CFA Society South Carolina event.

 Scholarship Rules

  • CFA Society South Carolina shall award scholarship in its sole discretion. Scholarship is not guaranteed to any applicant and all decisions by CFA Society South Carolina are final.
  • Scholarship candidates may be either new or continuing candidates in the CFA Program. All recipients must be in good standing with CFA Institute to receive a scholarship.

See enrollment requirements.

  • Recipients are responsible for their own passport fees, travel arrangements, expenses, incidentals, and supplemental study courses and materials.
  • Scholarship recipient should register for June 2019 exam, provide the CFA Society South Carolina with paid receipt, and CFA Society South Carolina will send a check for $500.
  • Scholarship candidates must comply with all applicable enrollment and registration deadlines published for all candidates. All exam levels (I, II and III) are offered in June of each calendar year. Only the Level I exam is offered in December of each calendar year.
  • Scholarship must be used for the exam for which they are granted. No refunds or deferrals are available.
  • Scholarship may be applied retroactively to candidates currently registered for the June 2019 exam (Levels I, II, and III).
  • If a scholarship candidate fails to appear for, or is refused admittance to, an exam for which he/she registered with a scholarship, he/she may be ineligible to receive future scholarships.
  • Scholarship recipient consents to CFA Society South Carolina and CFA Institute sharing his/her identity as a scholarship recipient.
  • Any false statements or misrepresentations made by scholarship applicants may be grounds for dismissal from consideration for scholarship.

Conflicts of Interest

All scholarship candidates must disclose to the CFA Society South Carolina in writing any and all actual or potential conflicts of interest, including but not limited to those listed below, which may compromise the integrity of the Program.

CFA Society South Carolina may, in its sole discretion, refuse to accept or cancel a scholarship award if an actual or perceived conflict of interest exists.

Potential conflicts of interest include:

  • Scholarship candidate is a close familial relative (spouse, parent, child, sibling, grandparent, grandchild, aunt, uncle, nephew, niece, or first cousin) of a CFA Society South Carolina Board member
  • Scholarship candidate solicits, provides or accepts any compensation or other consideration in exchange for the scholarship consideration
  • Scholarship candidate is a current or former employee or director of the CFA Institute, or CFA Society South Carolina
  • Scholarship candidate has been sanctioned by the CFA Institute Professional Conduct Program
  • Scholarship candidate engages in any conduct that may reflect negatively upon CFA Institute or CFA Society South Carolina

 CFA Program

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