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

APPLICATION MUST BE RECEIVED BY MONDAY, JULY 19th, 2010 AT 5 PM

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 Enhanced Stalla System program per level/per exam (candidate chooses format: live, online or self-study CD).
  • Course includes interactive, Instructor-led Lectures, Lecture Notes, Study Guides, Practice Exams, PassMaster Drilling and Homework Software, and unlimited email access to a Personal Tutor who is a CFA Charterholder. Program also includes Mock Exam and Review Seminar and Flashcards.
    • Live classes and online classes begin week of 7/21; Self-Study CD courses are available now.

What are the Requirements and Criteria for applying?

      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 December 2010 exam;
      Complete a scholarship application and required essay.

Download an application for the Kimberly Paige Study Scholarship for December 2010.

 

 

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

Please check back soon for information on the December 2010 scholarship.

APPLICATION MUST BE RECEIVED BY FRIDAY AUGUST 20th, 2010 at 5 PM

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 and all but $225 of the Exam Registration fee. The exam registration fee includes the CFA Program curriculum materials.
    Note: Winners will be responsible for the $225 fee;
    CFA Institute will refund each winner all but $225 of their exam fees within 4-6 weeks if the winner has already registered and enrolled.

Requirements

  • Qualify for exam registration as a CFA Candidate
  • 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 December 2010.