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Scholarships

Scholarships for the 2022 CFA Exams

CFA Society Chicago is pleased to present three scholarship opportunities for candidates planning to sit for the CFA Exams. Please read the award descriptions carefully as there are different criteria for each scholarship:

Kimberly Paige Memorial Study Scholarship – CFA Society Chicago Members Only

(sponsored by CFA Society Chicago)

This scholarship is awarded to deserving CFA Society 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 Society Chicago leaders and staff. Her responsibilities included providing CFA Society 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 Society Chicago Board of Directors formally changed the name of our existing Study Scholarship to honor Kimberly’s commitment to excellence.

Who is Eligible?

  • CFA Society Chicago Level I, Level II and Level III Candidate members only.
  • (All Levels must be a candidate enrolled for the 2022 CFA exam)

What is the Award?

  • 1 Free set of Kaplan Schweser package materials

What are the Requirements and Application Criteria?

  • A current Candidate member (in good standing) of CFA Society Chicago;
  • Not eligible for employer reimbursement for CFA study aids or commercial CFA review courses;
  • Currently enrolled as a candidate for a 2022 CFA exam;
  • Complete a scholarship application and required essay.

Application Deadlines:

  • All 2022 Exams (February 2022 Exam not Applicable) – February 28, 2022

DOWNLOAD KIMBERLY PAIGE SCHOLARSHIP APPLICATION FOR 2022 CFA EXAMS – APPLICATION WINDOW CLOSED

Winners notified by March 14, 2022.


 

CFA Exam Registration Scholarships  – Open to All Candidates

(sponsored by CFA Society Chicago)

This scholarship is awarded by CFA Society Chicago to deserving CFA Candidates.

Who is Eligible?

  • All CFA Program Candidates (both CFA Society Chicago members and nonmembers);
  • 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 Society Chicago’s officers, directors or employees are NOT eligible for this scholarship.

What is the Award?

  • This scholarship will reimburse candidates up to $500 for CFA program enrollment fees and/or curriculum expenses. Proof of payment is required for reimbursement.

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 short required essays;
  • Experience and/or interest in the investment profession, ethical standards, and commitment to CFA Society Chicago and CFA Institute.

Application Deadlines:

  • February 2022 Exam – January 18, 2022 – APPLICATION WINDOW CLOSED
  • May 2022 Exam – April 19, 2022 – APPLICATION WINDOW CLOSED
  • August 2022 Exam – July 26, 2022
  • November 2022 Exam – October 18, 2022

DOWNLOAD CFA EXAM REGISTRATION APPLICATION FOR 2022 CFA EXAMS

Winners notified one week after application deadline.


 

CFA Institute Scholarships

APPLICATIONS MUST BE SUBMITTED TO CFA INSTITUTE (NOT CFA SOCIETY CHICAGO)

More about the CFA Institute Scholarships