Scholarships & Fellowships
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Contact: 
Education Coordinator
Dave Bolt
415.814.7906
dave@cfa-sf.org

CFA REVIEW COURSE FELLOWSHIPS:

 

Fellowships apply to CFA Society San Francisco Review Classes only. Candidates may apply for a Fellowship for a CFASF Review Class, which covers 50% of the cost of CFASF's CFA® exam prep courses. These fellowships are awarded at all three levels. Recipients are required to serve as monitors for their classes and must be prepared to open and close the classroom each class. The fellowship is a $500 value.

 

For information on CFA Review Fellowships, email Education Director Dave Bolt at dave@cfa-sf.org

REPEATING CFA REVIEW COURSE:

 If you need to repeat a level of CFASF Review Courses, we will give you 80% discount on the CFASF review course that was repeated.

CFA WOMEN'S SCHOLARSHIPS:

In support of the CFA Institute Women in Investment Management initiative, scholarships are now available for women around the world.

Eligible applicants: Women who do not qualify for other CFA Institute scholarships, who are interested in earning the CFA charter, and who are eligible to enroll in the CFA Program.

 

CFA EXAM SCHOLARSHIPS: 


CFA Institute's Program Scholarships contribute to the vision of serving investors and society by promoting awareness of CFA Institute programs and providing access to these programs to those who would otherwise not be able to afford to participate. Scholarships apply to CFA Institute's Program fees only. CFA Institute offers two different scolarship opportunities:

 

Access Scholarships

The Access Scholarship is a needs-based scholarship opportunity for those unable to afford the full price of the CFA Program enrollment and registration fees. In collaboration with member societies around the world, Access Scholarships are awarded in the year before your exam date.

  • Access Scholarship awards waive the CFA Program enrollement fee and reduce CFA Program enrollment and exam registration fees to $250, including the CFA Program eBook. (Scholarship candidates are responsible for any additional costs for substituting or adding the print option, including curriculum and shipping costs plus any applicable taxes and import duties.)

Awareness Scholarships

In collaboration with its University Relations team, CFA Institute offers Awareness Scholarships to key influencers in the academic and financial communities, such as college/university faculty, college students affiliated with our Recognized Universities and CFA Program Partner Schools, select regulatory agencies, and media organization employees around the world.

CFA Program College Faculty Scholarships: These scholarships are available to all full-time college or university finance professors. To learn more about these scholarships contact  scholarships@cfainstitute.org..

CFA Program College Student Scholarships: These scholarships are now being distributed by the Program Partner Scholarship and the Recognized University Scholarship (see details below).

CFA Program Partner and Recognized University Program Scholarships: All student scholarships are now awarded through universities and colleges participating in the CFA Program Partners initiative and University Recognition Program.

  • CFA Program Partner Scholarship Application (for use by CFA Program Partner universities only): Learn more about CFA Program Partners.
  • Recognized University Scholarship Application (for use by Recognized Universities only): Learn more about Recognized Universities.

CFA Institute Regulator Scholarships: Available to full-time employees of governmental securities regulators and central banks that enter into a regulator scholarships agreement with CFA Institute. To learn more about regulator scholarships and explore whether your organization may qualify, contact  scholarships@cfainstitute.org.

CFA Institute Media Scholarships: Scholarship opportunities are available to eligible, full-time employees of select media organizations. For more information about media scholarships, contact us at scholarships@cfainstitute.org..

Click here to learn more and/or apply for a 2016 or 2017 scholarship.