CFAOC and CFA Institute are pleased to announce the availability of scholarships for the Chartered Financial Analysts Level I, II, and III Exam.

CFA Institute Society Scholarships

• Recipients are selected by CFA Institute member societies
• Scholarships are available at Levels I, II, and III
• Substantially reduced fee structure
  • Registration fees are waived
  • Candidates responsible for paying a US$150 enrollment fee
  • Candidates responsible for purchasing their own curriculum
• Helps local investment professionals to attract the best and brightest young people to our profession 
• Click here for an application (PDF)
• Application deadline is 2 January
• Send application to
  CFAOC Scholarships, 18300 Von Karman Avenue. Suite 600, Irvine, CA 92612

CFA Institute Scholarships for College Faculty

• Substantially reduced fee structure
  • Registration fees are waived entirely
  • Enrollment fees are reduced to US$150 per exam
  • Enrolled academics are responsible for purchasing their own curriculum
• Available for both the June and the December exam administrations
• Assists academics in pursuing their professional development
• Helps develop stronger ties to the investment profession
• Click here for an application (PDF)

CFA Institute Scholarships for College Students

• Students are sponsored by full-time university faculty members who are CFA charterholders 
  • Each professor may award up to five scholarships
  • Maximum of 10 for any college or university campus
• Available for both the June and the December exam administrations
• Available for new Level I candidates only
• Substantially reduced fee structure
  • Registration fees are waived
  • Candidates responsible for paying a US$150 enrollment fee
  • Candidates responsible for purchasing their own curriculum
• Helps individual faculty members to introduce outstanding students to the investment profession
• Click here for an application (PDF)

For more information, please visit the CFA Institute Scholarships page

When enrollment and registration for the June 2008 CFA examinations opens in mid-July 2007, the CFA Program curriculum will be included in the exam registration fee and delivered to all candidates.

This important decision was made following extensive study, modeling, and the unanimous recommendation from the CFA Preparation Task Force, a working group that convened in 2004 to address questions of candidate preparation and examination performance.

As you may know, the CFA Program curriculum is driven by a rigorous global practice analysis to determine the knowledge relevant to the profession. This body of knowledge drives the curriculum-development process and the examination itself. Yet for many candidates, the focus has shifted from mastering a body of knowledge to merely passing an exam. The current practice of allowing candidates to register for the exam without purchasing the curriculum sends the message that studying that curriculum is optional. Some candidates even confuse third-party materials with the curriculum itself. The decision to provide the CFA Program curriculum to all candidates was, in part, based on these concerns.

Good Luck!