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Scholarship Information

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The CFA Program scholarships contribute to CFA Institute's mission to lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence, which includes offering educational opportunities.  Access Scholarships provide needs-based scholarship opportunity for those who are unable to afford the full price of the CFA Program enrollment and registration fees.  Access Scholarship awards reduce CFA Program enrollment and exam registration fees to $250, including the CFA Program eBook. Printed materials and shipping costs are not included in the scholarship award. 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.

To view more details regarding the CFA Program Access Scholarships - click here! ​ 

Scholarship Steps

 Important Dates
If you plan to take the May, August, November 2021 and February 2022 Level I exams, the May, August 2021, and February 2022 Level II exams or
the May and November 2021 Level III exams, you must apply between ​
 Mid-May - September 15
Access Scholarship recipients are chosen & names are submitted to CFA Institute ​ October​
Access Scholarship recipients & non-recipients are notified by CFA Institute​​  Early December

You must wait until the scholarship notifications occur in December before you register
for the applicable exam, or you will be ineligible for the scholarship and your application will be voided. However, you may purchase the curriculum for that exam in advance by contacting CFA Institute​. When you register for the exam (after scholarship notifications) credit will be given for the eBook curriculum purchased in advance but credit will not be given for a print curriculum purchased in advance.

  • Once you submit your scholarship application, changes cannot be made.
  • If a candidate's financial situation changes, Access Scholarship applicants can withdraw their application from consideration before 15 October​ of the year in which they submit their application.
  • If you receive a scholarship and register, you must sit for the exam in the relevant exam year awarded or you may be ineligible for future Access Scholarships.

If you have any questions about the CFA Access Scholarship process, please contact us.

 CFA Program

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

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