CFA Resources

SCHOLARSHIP APPLICATION INFORMATION

CFA SOCIETY ALABAMA SCHOLARSHIP

Due by Nov. 1, Jan 15, and March 20

Monetary awards will be based on number of applicants selected

Complete application by: Submitting a copy of this form to aashhughes@gmail.com

SCHOLARSHIPS

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 USD 250

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 USD 350

Student Scholarship

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

Exam registration reduced to USD 350

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 USD 350

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 USD 350

Media Scholarship

Full-time or contract employees of media organizations that communicate and distribute financial news, data, and education and have not yet registered for their next exam.

Exam registration reduced to USD 350

Take the scholarship assessment and see what scholarship is best suited for you.

 

SCHOLARSHIP APPLICATION INFORMATION

CFA SOCIETY OF ALABAMA SCHOLARSHIP

Due by Nov. 1, Jan 15, and March 20

Monetary awards will be based on number of applicants selected

Complete application by: Submitting a copy of this form to aashhughes@gmail.com

EXPLORE THE CFA INSTITUTE SCHOLARSHIPS

Access Scholarship

Exam registration reduced to USD 250

For individuals who may not be able to afford the program fees. Applicants must meet all CFA Program enrollment requirements. 

Women's Scholarship

Exam registration reduced to USD 350

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. 

Student Scholarship

Exam registration reduced to USD 350

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

Professor Scholarship

Exam registration reduced to USD 350

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.

Regulator Scholarship

Exam registration reduced to USD 350

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.

Media Scholarship

Exam registration reduced to USD 350

Full-time or contract employees of media organizations that communicate and distribute financial news, data, and education and have not yet registered for their next exam.

Take the scholarship assessment and see what scholarship is best suited for you.

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ACCESS SCHOLARSHIP PROGRAM

In 2012, the CFA Institute made a change to the scholarship program with the introduction of the new Access Scholarship Program, a needs-based scholarship opportunity for those who are unable to afford the full price of the CFA Program enrollment and registration fees. In order to promote the CFA Program to those in financial need, the CFA Institute transitioned to a new scholarship program.

  • Access Scholarships reduce exam registration/enrollment fees to $250, almost $800 less than the price of registration and includes access to the eBook

  • 3,400 scholarships were awarded to CFA Program applicants under the new Access Scholarships for 2017.

  • Global, online application with continued participation from local societies (including CFA Alabama) to assist with selecting recipients in their geographic regions

  • All awards can be used for either exam cycle – June or December

  • Access awards can be used for any Program level (I, II or III) 

The Access Scholarship program will continue to involve local member societies and leverage their local presence and knowledge in the selection of recipients. At the same time, the CFA Institute implemented a uniform global application process that simplifies the scholarship search for prospective candidates.

Interested candidates should note that obtaining a scholarship will now take some advance planning, much like financial aid applications for students attending a university. Access scholarships are awarded in December to be applied to exams in the following year. If awarded, the recipient can apply the scholarship to:

  • the June exam (Levels I, II, and III) or

  • the December exam (Level I only).​

 
 

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 PROGRAM

​The CFA Program provides a strong foundation of advanced investment analysis and real-world portfolio management skills that will give you a career advantage.​ Earning the CFA charter demonstrates you have the knowledge, skills, and experience needed for investment analysis and management in today's dynamic global markets.

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

CFA EXAM TIPS & TRICKS

​​The CFA™ examinations are very comprehensive, difficult, time-pressured and exhausting. The key to successfully passing the examinations is preparation. You should expect to devote a minimum of between 250 and 300 hours to prepare for each examination and plan on beginning your preparation no later than between 4 and 6 months before your exam. Since most candidates do not pass their CFA examinations the first time, it is critical to know how to prepare, where to focus and that you have the support you need to succeed.​

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