CFA® CFA Society Boston Scholarship Application 2023

CFA Society Boston 2023 CFA® Scholarship Application
Included in this scholarship are the CFA exam fees and the Kaplan Schweser Boston Weekly Review Program. Up to 6 scholarships will be awarded. Please note that CFA Society Boston reserves the right to schedule an interview to assess a candidate’s qualifications.
- CFA Exam: CFA Society Boston will reimburse up to $1,600 for enrollment and/or registration fee(s). Reimbursement amount will be determined by enrollment/registration fees paid by the recipient.
- Kaplan Schweser Scholarship: free tuition for the Kaplan Schweser Premium Package (retail $999.00)
Applicants must meet the following criteria:
- Registered for either the May, August or November 2023 exam cycles at time of application;
- Have a bachelor’s (or equivalent) degree:
  - or be within two-years of completing a bachelor's degree program at the time of registration
  - or have four years of qualified, professional work experience
  - or have a combination of work and college experience that totals at least four years
    (Note: Summer, part-time, and internship positions do not qualify)
  - If you initially enroll/register as a second to last or final year undergraduate student with a degree in progress, you may not register for the Level II exam until you have earned your degree, or obtained work experience that meets the program’s entrance requirements. At the time your degree is awarded, you may update your account education information to certify that your degree has been received.
- Understand the professional conduct requirements;
- Be prepared to take the exam in English;
- Complete the online application;
- Completed applications must be received by 5:00 PM EST on May 5, 2023.
Please Note: Scholarships are not awarded to the immediate family of officers, directors, or committee chairs of CFA Society Boston or to Society employees or their immediate families.
Application & Profile Details

CFA Society Boston is offering scholarships for the Chartered Financial Analyst® (CFA®) Program. CFA Society Boston scholars must fulfill all CFA candidate requirements to register. If scholars are students, they must hold a bachelor’s degree (or the equivalent) or be within two-years of completing a bachelor's degree program at the time of registration, and reside or attend a college or university within 200 miles of CFA Society Boston. Completed scholarship applications are due by May 5, 2023. NOTE: CFA Society Boston scholarships are valid for the 2023 CFA exams cycle only. If selected for the scholarship the candidate, if not a member already, is required to join CFA Society Boston as a Candidate Member. Candidates of diverse backgrounds are encouraged to apply.
Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email Address*
example@example.com
Mobile Number*
Please enter a valid phone number.
Alternate Phone Number
Please enter a valid phone number.

Education History
Are you a Student?*

Full TimePart - TimeNo
Highest Level of School Completed*
Name of Undergraduate College or University
Name of Graduate College or University
Highest Degree Held*
If no degree is held, when do you expect to receive your degree?
Current field of Study
Name and phone of professor we may contact

Short Essay Questions
Why do you want to achieve the CFA® Charter?*
Briefly describe your involvement in activities and organizations that benefit the community:*
Briefly describe your financial need for this scholarship:*

Attachments

Please attach a copy of the following documents to complete your application. Documents should be saved in the format of last name, first name - document type. Ex: Smith, John - Resume
Most recent college transcript*

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Resume*

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Proof of 2023 exam cycle registration and payment *

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Letter of recommendation. Please note the recommendation must be specific to this scholarship. Repurposed recommendations will not be accepted. *

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How did you find out about our scholarship program?
BY SIGNING YOUR NAME IN THE BOX BELOW, YOU CERTIFY THAT ALL OF THE INFORMATION THAT YOU HAVE PROVIDED ON THIS APPLICATION IS TRUE AND CORRECT.*

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Today's Date*

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Date
Thank you for taking the time to complete our 2023 CFA® - CFA Society Boston Scholarship Application!

Applications will be reviewed and awarded no later than May 26, 2023. If you have any questions, please contact Renee Russo, CAE, COO, CFA Society Boston:
rrusso@cfaboston.org

www.cfaboston.org
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CFA Society Boston 2023 CFA® Scholarship Application

Application & Profile Details

Education History

Employment History

Demographic Data

Short Essay Questions

Attachments