CFA CFA General How to Successfully Get A CFA Exam Scholarship

How to Successfully Get A CFA Exam Scholarship

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  • Zee Tan
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    How to Successfully Get A CFA Exam Scholarship

    300 Hours: Your Guide to the CFA Exams

    Read the full story here

    bullish_dutta
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    Could you kindly shed some light on how to go about filling the financial details? I am a full time undergraduate student. Hence I obviously do not own any assets and or generate income. However I do incur expenses, which are funded by my parents.
    So in the income section, are they asking for my details or that of my parents. Likewise for the expenditure section.
    Moreover what documents are we expected to attach.
    Thank you.

    mincemeat23
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    I think you just fill in 0 then put in the notes that you’re a student..? Just put what you think makes the most sense, and explain as much as you can in the comments or in a separate email to CFAI.

    NarendiranIITM
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    What “attachments” should I make in the “acknowledgement” part of CFA Access Scholarship ?

    henley221
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    I just attached proof of my achievements, not sure if that’s what they were looking for.

    Omnias
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    > @bullish_dutta said:
    > Could you kindly shed some light on how to go about filling the financial details? I am a full time undergraduate student. Hence I obviously do not own any assets and or generate income. However I do incur expenses, which are funded by my parents.
    > So in the income section, are they asking for my details or that of my parents. Likewise for the expenditure section.
    > Moreover what documents are we expected to attach.
    > Thank you.

    Hi, I am the guest contributor of this article, sorry for the late reply, I did not receive any notifications and I can’t login with LinkedIn or Facebook due to some invalid link. With regards to Financial Information, I recommend basing it off of income directly attributable to you, and non-retirement assets accessible to you (e.g. not an IRA or 401K). However, like you said, this section is unclear, but my interpretation was income and assets that you have available to spend on things such as the CFA.

    Omnias
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    > @NarendiranIITM said:
    > What “attachments” should I make in the “acknowledgement” part of CFA Access Scholarship ?

    The scholarship application will specify if any additional documents are required, it appears that no other documents are necessary. I have received the scholarship twice, and applied for a third time, but I cannot remember precisely how I filled it out the prior two times.

    Samm
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    I need help with the personal statement please….can anyone help me with a sample?

    Omnias
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    Samm said:
    I need help with the personal statement please….can anyone help me with a sample?

    So for L1, I discussed how I found out about the exam and scholarship, my career goals, how the scholarship supports my current financial position, and the value the CFA will bring. For the L2 and L3 scholarship applications, I further discussed what I have learned thus far from the CFA and how it has been directly applicable for me, in addition to the other basic stuff like why the CFA and scholarship is necessary. Hope that helps!

    fabian
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    Amazing, thanks for your help @Omnias.

    Omnias
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    fabian said:
    Amazing, thanks for your help @Omnias.

    No problem, perhaps an update to the article is due sometime soon with additional details, considering that I have completed the scholarship application three times and have recommended several people to apply for it.

    loidinhspt
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    Thanks, I am waiting for result but I am very anxious about my references. I provided two, one is my lecturer – in my university known as consultant, who is support us in specialized class during study period. One is my brother. I don’t know whether it is important or not. Will CFA Institute call/email them or not ?

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