特许金融分析师CFA认证证书的含金量和发展前景被绝大部分金融从业者所认同，由此引发了一阵CFA考证潮。因为特许金融分析师证书是一张外来证书，可能在美国当地CFA考试报名费用不是太高，但是经汇率一换算在国内费用不菲。这对于一部分CFA候选人来说无疑是一比沉重的负担，尤其是在校大学生以及一部分经济情况不是太好的考生来说，由此CFA协会推出了CFA奖学金，旨在奖励那些成绩突出以及资助经济拮据的考生。
CFA奖学金分为两个大类：Awareness和Access
Awareness
主要是针对合作的公司和大学，每个大学的CFA持有者可以提名5名学生，每所大学最多10名学生。ANU的政策是最后一年金融专业的本科生或者是金融管理和金融的硕可以申请，已经发了三批了，每一批我都有朋友拿到，应该不是很难。就是写一封自荐信然后附上成绩单就行了。
Access
主要针对个人，即你没有公司来为你考试提供财务支持，你就可以申请。
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”).
申请者没有收入上限和下限，是新的CFA考生或者老考生都可以，但注意不能同时申请Awareness和Access，每年也只能申请一次ACCESS奖学金。
奖学金面向一级，二级，三级，下一年6月或者12月的考试，所有考试费用（电子材料版）都降为250美元（即一级免了注册费和部分考试费用，所以免了近900美元），但是你不能先报名再申奖学金，一定要等到奖学金下来，他们发给你CODE，你再去报名。比如这次通知我的时候已经12月7日了，已经过了最便宜的报名阶段了（CFA报名分三个阶段），但是你有信心拿到就可以等。
申请并不繁琐，还是一封陈述信，这里面包括学业成就，职业经历，克服困难的经历，奉献的精神，并且很有可能成为以后的CFA持有者。
截取一段CFA协会官方关于CFA奖学金的申请须知：
Awareness Scholarship
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.
**Awareness奖学金的完整信息和申请表格可从以下链接获得：
https://www.cfainstitute.org/programs/cfaprogram/scholarships/Pages/awareness_scholarships.aspx
Access Scholarship
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.
**Access奖学金的完整信息和在线申请可从以下链接获得：
https://www.cfainstitute.org/programs/cfaprogram/scholarships/Pages/index.aspx
CFA奖学金申请有哪些注意事项：
奖学金申请人，可以是从未报名过的新考生也可以是目前在考的考生。对于申请人没有最低或最高的收入或资产水平要求。
如果考生目前的雇主企业有提供任何经济援助的话，该考生将没有资格申请该助学金。
考生每年度只能申请一次奖学金。如果一个申请人同时申请了励志助学金和荣誉奖学金，如果获得了励志助学金，荣誉奖学金的申请将被作废。
在提交奖学金申请，考生应该提供以下证明材料：
同意遵守由励志奖学金官方制定规则；
证明申请人自己不存在官方规定的利益冲突、关联关系。如果有任何潜在的利益冲突、关联关系己经显现，申请人必须进行充分的披露；
证明申请人目前的雇主没有对申请人参加CFA考试提供任何经济援助；
证明申请人在申请过程中提供的信息是正确的和真实的；
证明申请人无法获得足够的资金来全额支付CFA考试费用；
允许CFA协会公布或评估申请人在申请过程中的信息。
注意：以下是CFA协会规定的利益冲突或关联关系，凡存在下列情况的申请人需在申请中充分披露．
助学金申请人有亲属在CFA协会任职或是CFA会员；
申请人聘请CFA协会工作人员为个人提供咨询服务；
申请人目前或过去曾是CFA协会的工作人员或CFA协会的会员；
申请人受到过CFA协会的处罚；
申请人目前所从事的活动会给CFA协会带来负面效应的。
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.
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