首先,泽稷网校先为大家普及一下CFA协会的CFA奖学金。它分为两种:励志助学金(Access Scholarships)和荣誉奖学金(Awareness Scholarships)两个类型。注意事项:两种奖学金不可以同时申请。

励志奖学金Access Scholarships

先为CFA的考生们介绍一下:励志奖学金Access Scholarships:他适用于那些无法全额负担CFA考试的注册费和报名费,而需求助学金机会的考生。

CFA奖励优待:免除CFA考试注册费。减免CFA考试报名费含电子版教材费用(250美元)

奖励时限说明:如在2015年成功申请到奖学金,可以用在2016年的考试中。分别为2016年6月考试(一二三级)或12月的考试(只有一级)。

请注意!奖励申请时限:申请明年CFA考试的学生,必须在2015年9月15日之前完成此项申请咯!现在已经是8月份末了,还请想要申请的抓紧时间咯。

现在,大家来看一看自己是否可以申请CFA奖学金喽!

第一,必须是要参加CFA考试的考生,无论未报名过的,亦或是仍在参考。收入不作为申请要求的参考。

第二,考生目前没有收到任何CFA学习类的资助,当然包括你的企业。如果公司有考试报销的话那当然申请不了了。

第三,考生一年只能申请一次CFA奖学金哦,如果已申请励志奖学金,即使荣誉奖学金也申请了,那势必后者会被视为作废。

第四,申请奖学金,考生一定要根据CFA协会要求递交清楚资料。

4、在提交奖学金申请,考生应该提供自身的申请需要的证明材料。

此类证明方可进入CFA协会官网查询。www.cfainstitute.org

CFA奖学金申请也有禁忌:如有亲属在CFA协会工作过,或申请人有聘请过CFA协会人员的经历,亦或申请人曾经为CFA协会所供职,或收到过CFA协会的惩罚。最糟糕的,便是为CFA协会带来过负面效应的话,可都无法获得申请CFA协会助学金喔。

5、申请步骤:点开CFA官网进入奖学金栏目。选择需要申请的奖学金项目,开始填写个人资料。确认后递交后,请静候佳音咯。

荣誉奖学金(Awareness Scholarships)

接着,为大家八一八荣誉奖学金(Awareness Scholarships)的申请方法。

所谓荣誉,一定是指被授予过学术研究和金融界有重要影响力的人士,这可是首当其冲的要求之一。

CFA奖励优待:将CFA考试的注册费和考试报名费减免CFA考试报名费含电子版教材费用(350美元)比励志奖学金多了100美元。

奖励时限说明:如获得2015年6月的奖学金那就只能在当年6月的CFA一二三级考试中使用。同理,获得12月的奖学金一样必须在12月的一级考试中使用掉。

请注意!奖励申请时限:还想要申请今年12月份考试的考生们,请在2015年9月2日之前把你的奖学金申请递交上去。

此类的奖学金又分为三种。

第一种是推荐人奖学金。

由CFA选取的一些有提升CFA协会项目知名度及作用的企业组织或“大佬”个人。让这些企业或组织分配定额的奖学金落实到申请的个人身上。

此类申请者的身份就必须是提升CFA协会的企业组织或政府的全职、兼职雇员。

第二种是CFA协会的教授奖学金。

意为教授着金融学,经济学,商业这三大学科和与CFA课程相关的大学学府的大学教授们所适用。此类人群可直接向CFA协会申请奖学金。

不过,做为传授知识老师和教授们请注意,CFA协会对这一类人群的申请,仍需具备有在大学教学期间全日制教授每学期或半学期至少教学6 个学分;如果是作为部门、院系主管每学期或半学期至少教学3 个学分。

当然,必不可少的另一硬件条件,这些大学教授必须就职于国家教育部认可具备学位授予资格的大学。

第三种为媒体类奖学金。

为媒体行业设立的一项奖学金。为从事金融财经新闻,教育传播和数据的全职工作者设立。这一类人群,可以直接向CFA协会申请奖学金哟。

请注意,每场考试只可以获得一份奖学金,不会有double效果。

申请步骤一如激励奖学金。注意在进入官网后,点选哪一类奖学金。

介绍到这里,你是否都明白了呢?还是希望要申请奖学金的考生们,准备好所需材料。特别是申请荣誉奖学金的各位,推荐人和证明都要准备妥当。

CFA奖学金申请范文

申请CFA考试奖学金时,需要考生提供个人陈述confirmation,而考生在个人陈述中要表明自己对取得CFA证书的向往,描述自己面临的经济困难以及克服的障碍,同时用自己的学业/职业成就证明自己有能力通过CFA考试,并最终拿到CFA证书。

下面有两篇个人陈述范文可供参考:

Personal Statement - Sample 1

One of my career objectives is to become a leading Investment/ Financial Adviser with great intellectual resources and skills required for the delivery of a value added, timely and personalized client service. The CFA charter is an internationally respected qualification, with its members driving development of capital markets and spear heading development projects especially in Africa where I come from. Having the CFA charter is a sign of competence and professionalism in the Investment Banking Service field. Also, the knowledge learned is a distinguishing factor among investment professionals. The CFA charter would increase my knowledge base, improve my marketability and also produce an agent for change in Africa and West Africa in particular as I intend to focus on Africa-based projects. My goal is to complete the CFA exams by the age of 26 (currently 23) and the CFA access scholarship would help me achieve my goal of becoming a CFA charter holder faster as I would otherwise spend a long period saving up for the exam fees.

Personal Statement - Sample 2

I believe I am an excellent candidate for the CFA designation scholarship. My plans for the rest of my year at UW-L is to complete my finance and accounting classes for my major and minor, and to take the FIN 400 course. I am very excited to be taking the Advanced Financial Analysis course because I feel the course will complete my major and combine all my finance classes into one review course, which will prepare me for the most important test of my career. I am fully prepared to study the recommend 250 hours for the first exam and for following two rigorous exams in the next 3 years to come.

My ambitions after graduating from college are to go into the corporate world as a financial analyst. During the past summer, I had a financial analyst internship at Kohler Co, where I learned a lot about the financial world from a corporate level and realized I could have a very successful, rewarding career in this area of finance. Having the CFA will grant my employer the security and confidence in knowing I have knowledge, integrity and professionalism of someone you can trust with your financial information and most personal details.

The CFA will provide me with a broad range of investment knowledge and high ethical standards of which will provide my future employer with a well-rounded individual. In working towards my CFA, I will not only learn and apply finance but economics, accounting and basic business management. I also plan to expand on my financial analyst real-life experiences and relate them to what have studied for the CFA (and vise-versa), so I can apply my education in a meaningful manner.

I hope while I am studying for all three exams of the CFA I will gain knowledge that will lead me to promotions. In the near future I would like to be a manager or controller of business/financial analyst or capital planning. The CFA will provide me with wisdom, standards and ethics to be an even better manager and leader. I already have powerful leadership qualities, most of which I have learned through the many positions I have held in my sorority Alpha Xi Delta, but I would like to expand on those qualities to become more successful in my career.

Not only will the CFA help me with my career, but also to help me grow as a person, learning self-discipline and guidance. The CFA will also help me keep on track with my future profession, and will keep concepts and ideas fresh in my mind and will make them easier to recall and use when needed.

Thank you for taking the time to review my application. Any financial help or program fees will be greatly appreciated and put to good use.