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Scholarships for Candidates

Scholarships for the June 2012 CFA Exam

CFA Society of Chicago is pleased to offer two types of scholarships for candidates sitting for the CFA Exams. Please read the award descriptions carefully as there are different criteria for each scholarship:

1. CFA Institute Exam Registration Scholarships - Open to All Candidates

APPLICATION MUST BE RECEIVED BY FRIDAY, JANUARY 20, 2012 at 5 PM -- DEADLINE EXTENDED UNTIL MONDAY, JANUARY 23, 2012 at 5 PM
Winners will be notified by Friday, January 27, 2012

This scholarship is awarded by CFA Chicago to deserving CFA Candidates on behalf of CFA Institute.

Who is Eligible?

  • All CFA Program Candidates (both CFA Chicago members and non-members);
  • If applicant is an undergraduate student, applicant must be in their final year and scheduled to receive a Bachelor's degree (degree must be confirmed in writing to CFA Institute upon receipt before a candidate can progress to Level II)
    Note: Immediate family members of CFA Chicago's officers, directors or employees are NOT eligible for this scholarship.

What is the Award?

  • This scholarship will waive the Program Enrollment fee (if applicable) and provide a discounted registration fee. Scholarship recipients pay only curriculum and shipping costs (US$185/eBook, $245/print, and $275/eBook and print)* plus any applicable taxes and import duties.
  • Note: CFA Institute will refund each winner all but the applicable curriculum and shipping costs listed above within 4-6 weeks if the winner has already registered and enrolled.

What are the Requirements and Criteria for applying?

  • Qualify for exam registration as a CFA Candidate (must be a current candidate enrolled in the CFA program);
  • Complete a scholarship application and 2 required essays;
  • Experience and/or interest in the investment profession, ethical standards, and commitment to CFA Chicago and CFA Institute.

Download an application for the CFAI Exam Scholarship for June 2012.

 

 

2. Kimberly Paige Memorial Study Scholarship (sponsored by CFA Society of Chicago) - Members-Only

APPLICATION MUST BE RECEIVED BY WEDNESDAY, JANUARY 11, 2012 AT 5 PM
Winners will be notified by Monday, January 16, 2012

This scholarship is awarded to deserving CFA Chicago members (currently enrolled in the CFA program) on the basis of need and high professional/academic achievement.

Scholarship History:

Kimberly Paige worked for CFA Institute from 2001 until her untimely death in 2007, at the age of 28. Ms. Paige graduated from University of Virginia (a recipient of a full academic merit scholarship) and immediately began her employment with the CFA Institute Centre for Financial Market Integrity. In 2005, Kimberly became the Society Relations Representative for the 16-society Midwest region and began her relationship with CFA Chicago leaders and staff. Her responsibilities included providing CFA Chicago with services to heighten awareness and utilization of resources available from CFA Institute. Kimberly was a true advocate for our members and candidates, as well as a constant source of support.

With the blessing of Kimberly's family, the CFA Chicago Board of Directors formally changed the name of our existing Study Scholarship to honor Kimberly's commitment to excellence.

Who is Eligible?

  • CFA Chicago members only (must be a candidate enrolled for the next CFA exam).

What is the Award?

  • 1 Kaplan Schweser prep-course package per level for each exam level (candidate chooses format: live, online or self-study CD).
  • Live classes and online classes begin on January 19th. Self-Study Video courses are available now.

What are the Requirements and Application Criteria?

  • A current member (in good standing) of CFA Chicago;
  • Not eligible for employer reimbursement for CFA study aids or commercial CFA review courses;
  • Currently enrolled as a candidate for the June 2012 exam;
  • Complete a scholarship application and required essay.

Download an application for the Kimberly Paige Study Scholarship for June 2012.

SPECIAL NOTE: CFA Society of Chicago Study Groups Now Forming!

CFA Chicago organizes Study Groups as a complimentary service to all candidates. To learn more about the CFA Study Groups, or sign-up for a study group for the December 2011 exam, please visit: http://www.cfachicago.org/studygroups_signup.asp

To sign-up for the Study Group Kick-Off Party on December 8, 2011, please visit: http://www.cfachicago.org/apps/eve_detail.asp?eve_ID=572