Mission：The CFA Institute Access Scholarship Program(“Program”)is designed to make CFA
Institute programs more available to individuals who may not be able to afford the full program fees.(“Access Scholarships”).
To ensure your application is processed without delay:
Complete your application using the online edit function in the PDF.
Print the completed form and then add your signature and date.
Scan and email the completed application as an attachment to scholarships cfainstitute.org.Keep your email copy for your records.
You must wait until scholarship notifications occur in December 2017 before you register for the 2018 June exam,or you will be ineligible for the scholarship and your application will be voided.
Because scholarship notifications occur after the early exam registration deadline has passed,CFA Institute offers a US$150 credit toward the June exam registration fee for those applicants who do not receive an Access Scholarship but who still wish to register for the June 2018 exam.The credit is applied during the exam registration checkout/payment process.
After you submit your scholarship application,you cannot make changes.
If your financial situation changes,you may withdraw your application fromconsideration before 15 October of the year in which you applied.
If you receive a scholarship and register for the exam,you must sit for that exam or you may be ineligible for future Access Scholarships.
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.