CFA Institute Scholarship
About the Scholarship
The CFA Institute provides a scholarship to people who are not financially able to pay the examination fees due to its high price, and greatly reduces the fees. The Institute offers two scholarships:
1- Access Scholarship:
For individuals who may not be able to afford the program fees and have not yet registered for their next exam, the application reduced costs is USD 300.
2- Women’s Scholarship:
For women who are interested in earning the CFA charter, do not qualify for other CFA Institute scholarships, and have not yet registered for their next exam, the application reduced costs is USD 400.
3- Student scholarship:
For full-time college/university professors or administrators/department heads who teach a minimum number of Credit hours at qualified institutions and haven`t yet registered for their next Exam, the application reduced costs is USD 400.
4-Regulator Scholarship:
For employees of financial regulators, central banks, securities commissions, qualifying stock exchanges, SROs and/or government entities. Specifically, those entities that oversee or regulate operations, standards of practice or business conduct of the investment management industry and which have entered into a program agreement with CFA Institute. You are NOT eligible to apply if you are currently registered for an exam and/or are waiting for results to be released, the application reduced costs is USD 400.
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Registration Procedures
First of all, you must create an account on the institute’s website: www.cfainstitute.org
These are the steps of creating an account:
1- Visit the website and click on “Create an account”
2- Fill in your personal data, such as:
First name
Last name; write the rest of your name fully in English same as your passport, for the institute wants to make sure of your identity.
In worst cases, if you write name incorrectly, you can change it a while before the exam. If you don’t have a passport, you can type your name and fill the same name in the passport application
- Email; through which the institute can communicate with you
- Password; it must be 8 characters and contains at least one capitalized letter, one small letter, and a number.
You must not forget your password and if you did, reset it and they will help you through communicating with you via your previously submitted email. You can also report any problem by sending an email to the customer service of the institute: info@cfainstitute.org
- Security Question; choose any question and answer it and keep it in a safe place. Then, click on “Create Account”
Scholarship registration procedures
- Choose “Programs”, then “CFA Program”, then “Scholarships” and then choose whether you will apply for “Access Scholarship” or “Women’s Scholarship”
- Choose “Access Scholarship”
- Choose “Exam Selection” and select either June or December
- Your CFA Institute ID will automatically appear, once you create your account. The ID remains the same throughout the program. You must keep your ID and password in a safe place in case you forgot it.
After that, enter your personal data
- First name
- Last name (same as your passport)
- Suffix (don’t make any changes)
- Date of birth (DD/MM/YYYY)
- Gender (male/female)
- Phone Number
- Post Code (11311)
- Current Employment Status (Full time/Part time)
- Years of work experience in investment management industry
- Are you involved in society (whether you are a part of the society in your country or not, and the CFA society is the only official society worldwide. In Egypt, it is located in Giza)
- Society (if yes, mention it. It should be in Egypt)
- Country/Region (Egypt)
- Business/building name (if not available, leave it blank)
- Address line 1 (in details)
- Address line 2 (if not available, leave it blank)
- City
- Postal Code (11311)
- Reference (Someone who the Institute can communicate with in case of emergencies, or if they want to know more about you. Most probably, the institute will not need any reference, however, you must add two references. Write their names, mobile numbers, emails and country code. You can add your manager as a reference, and if you’re a fresh graduate you can add your professor, after taking their permission.
- Dependent; if you have any, write their name and your relation with them (Parent, wife, etc.). if not, leave it blank.
(only fields marked with *are required) - CFA Institute will ask you to fill-in certain paragraphs to understand your eligibility for the scholarship and the reasons why you would pursue the CFA program
- The institute will also ask you to submit an HR letter, mentioning your salary.
- Next, you will be asked how you heard about CFA institute (social media, website, society, etc.)
- You will also be asked to agree on the institute’s terms and conditions (click on: I agree)
- Last step; revise all your information