Scholarship Assessment

Take our quick scholarship assessment to find the scholarship best suited for you.

Which CFA Institute credentialing program are you interested in?

CFA® Program 

CIPM® Program

Scholarship Assessment

Select all that apply:

I am a university student

Full-time students attending a school in our University Affiliation Program who have not yet registered for their next exam

I am a full-time university professor interested in the CFA® Program 

Full-time college/university professors or administrators/department heads who teach a minimum number of credit hours at qualified institutions who have not yet registered for their next exam

I am an employee 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 who have not yet registered for their next exam.

I am a full-time or contract employee of a media organization

Employees of organizations that communicate and disseminate financial news, data, and education around the world who have not yet registered for their next exam

I am a woman

Women who do not qualify for other CFA Institute scholarships and have not yet registered for their next exam

None of the above apply, but I am unable to afford the full CFA Program pricing

Access (needs-based) scholarship opportunities are available to those individuals unable to afford the full price for the CFA Program enrollment and exam registration

Scholarship Assessment

Select all that apply:

I am a university student

Full-time students attending a school in our University Affiliation Program who have not yet registered for their next exam

I am a full-time university professor interested in the CIPM® Program 

Full-time college/university professors or administrators/department heads who teach a minimum number of credit hours at qualified institutions who have not yet registered for their next exam

I am an employee 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 who have not yet registered for their next exam.

I am a Global Investment Performance Standards (GIPS®) volunteer

An eligible GIPS standards volunteer

Scholarship Assessment

Visit the link below to see if your college/university is included in our list of affiliated universities: Affiliated Universities

My college or university is listed as a University Affiliation Program

My college or university is not listed

Scholarship Assessment

Visit the link below to see if your college/university is included in our list of affiliated universities: Affiliated Universities

My college or university is listed as a University Affiliation Program

My college or university is not listed

I AM A PROFESSOR: Scholarship Assessments

Do you teach a minimum of six credit hours a term, or are you an administrator/department head who teaches three hours a term?

Yes

No

Scholarship Assessment

Contact your employer to see if they have a current contract, are in the process of renewing, or if they are interested in having a contract with CFA Institute. 

Next Step

Scholarship Assessment

Assessment Complete

You do not qualify for a Student Scholarship. Would you like to repeat the assessment?

Yes

No 

Scholarship Assessment

You do not qualify for a Student Scholarship. Would you like to repeat the assessment?

Yes

No 

Scholarship Assessment

Thank you for participating in the CFA Institute Scholarship Assessment!

Scholarship Assessment

You do not qualify for a Professor Scholarship. Would you like to repeat the assessment?

Yes

No 

Scholarship Assessment

Contact scholarships@cfainstitute.org if you wish to apply for a CIPM® Program GIPS scholarship.


Would you like to repeat the assessment?

Yes

No 

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