如何申請到CFA獎學金？

先為大家普及一下CFA協會的CFA獎學金。它分為兩種：勵志助學金(Access Scholarships）和榮譽獎學金（Awareness Scholarships）兩個類型。注意事項：兩種獎學金不可以同時申請。

勵志獎學金Access Scholarships

先為CFA的考生們介紹一下：勵志獎學金Access Scholarships：他適用於那些無法全額負擔CFA考試的註冊費和報名費，而需求助學金機會的考生。

CFA獎勵優待：免除CFA考試註冊費。減免CFA考試報名費含電子版教材費用（250美元）

獎勵時限說明：如在2015年成功申請到獎學金，可以用在2016年的考試中。分別為2016年6月考試（一二三級）或12月的考試（只有一級）。

請注意！獎勵申請時限：申請明年CFA考試的學生，必須在2015年9月15日之前完成此項申請咯！現在已經是8月份末了，還請想要申請的抓緊時間咯。

現在，大家來看一看自己是否可以申請CFA獎學金嘍！

第一，必須是要參加CFA考試的考生，無論未報名過的，亦或是仍在參考。收入不作為申請要求的參考。

第二，考生目前沒有收到任何CFA學習類的資助，當然包括你的企業。如果公司有考試報銷的話那當然申請不了了。

第三，考生一年只能申請一次CFA獎學金哦，如果已申請勵志獎學金，即使榮譽獎學金也申請了，那勢必後者會被視為作廢。

第四，申請獎學金，考生一定要根據CFA協會要求遞交清楚資料。

4、在提交獎學金申請，考生應該提供自身的申請需要的證明材料。

此類證明方可進入CFA協會官網查詢。CFA Institute

CFA獎學金申請也有禁忌：如有親屬在CFA協會工作過，或申請人有聘請過CFA協會人員的經歷，，亦或申請人曾經為CFA協會所供職，或收到過CFA協會的懲罰。最糟糕的，便是為CFA協會帶來過負面效應的話，可都無法獲得申請CFA協會助學金喔。

5、申請步驟：點開CFA官網進入獎學金欄目。選擇需要申請的獎學金項目，開始填寫個人資料。確認後遞交後，請靜候佳音咯。

榮譽獎學金（Awareness Scholarships）

接著，為大家八一八榮譽獎學金（Awareness Scholarships）的申請方法。

所謂榮譽，一定是指被授予過學術研究和金融界有重要影響力的人士，這可是首當其衝的要求之一。

CFA獎勵優待：將CFA考試的註冊費和考試報名費減免CFA考試報名費含電子版教材費用（350美元）比勵志獎學金多了100美元。

獎勵時限說明：如獲得2015年6月的獎學金那就只能在當年6月的CFA一二三級考試中使用。同理，獲得12月的獎學金一樣必須在12月的一級考試中使用掉。

此類的獎學金又分為三種。

第一種是推薦人獎學金。

由CFA選取的一些有提升CFA協會項目知名度及作用的企業組織或「大佬」個人。讓這些企業或組織分配定額的獎學金落實到申請的個人身上。

此類申請者的身份就必須是提升CFA協會的企業組織或政府的全職、兼職僱員。

第二種是CFA協會的教授獎學金。

意為教授著金融學，經濟學，商業這三大學科和與CFA課程相關的大學學府的大學教授們所適用。此類人群可直接向CFA協會申請獎學金。

不過，做為傳授知識老師和教授們請注意，CFA協會對這一類人群的申請，仍需具備有在大學教學期間全日制教授每學期或半學期至少教學6 個學分；如果是作為部門、院系主管每學期或半學期至少教學3 個學分。

當然，必不可少的另一硬體條件，這些大學教授必須就職於國家教育部認可具備學位授予資格的大學。

第三種為媒體類獎學金。

為媒體行業設立的一項獎學金。為從事金融財經新聞，教育傳播和數據的全職工作者設立。這一類人群，可以直接向CFA協會申請獎學金喲。

請注意，每場考試只可以獲得一份獎學金，不會有double效果。

申請步驟一如激勵獎學金。注意在進入官網後，點選哪一類獎學金。

介紹到這裡，你是否都明白了呢？還是希望要申請獎學金的考生們，準備好所需材料。特別是申請榮譽獎學金的各位，推薦人和證明都要準備妥當。

CFA獎學金申請範文

申請CFA考試獎學金時，需要考生提供個人陳述confirmation，而考生在個人陳述中要表明自己對取得CFA證書的嚮往，描述自己面臨的經濟困難以及克服的障礙，同時用自己的學業/職業成就證明自己有能力通過CFA考試，並最終拿到CFA證書。

更具體的CFA獎學金說明官方上有PDF下載。

中文版、英文版說明可附送給你。

下面有兩篇個人陳述範文可供參考：

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.