CFA榮譽(yù)獎(jiǎng)學(xué)金包括五類，分別為教授獎(jiǎng)學(xué)金，學(xué)生獎(jiǎng)學(xué)金，監(jiān)管機(jī)構(gòu)獎(jiǎng)學(xué)金，媒體獎(jiǎng)學(xué)金和女性獎(jiǎng)學(xué)金。所謂榮譽(yù)，一定是指被授予過(guò)學(xué)術(shù)研究和金融界有重要影響力的人士，這可是首當(dāng)其沖的要求之一。該獎(jiǎng)學(xué)金指定授予在學(xué)術(shù)研究和金融界有重要影響力的人士。

1獎(jiǎng)勵(lì)內(nèi)容

1、免除CFA考試的450美元注冊(cè)費(fèi)；

2、減免考試報(bào)名費(fèi)（包括電子版教材）到350美元，比勵(lì)志獎(jiǎng)學(xué)金多了100美元。

2獎(jiǎng)勵(lì)周期

該獎(jiǎng)學(xué)金在考生接到獲獎(jiǎng)通知并確認(rèn)接受時(shí)授予。

•獲得六月份獎(jiǎng)學(xué)金的接收者所獲獎(jiǎng)學(xué)金可能只適用于即將于6月舉行的考試（級(jí)別I，II和III）。

•十二月份獎(jiǎng)學(xué)金的獲得者所獲的獎(jiǎng)金可能只適用于即將于12月舉行的考試（I級(jí)）。

3重要日期

2018年考試的申請(qǐng)：

6月考試：申請(qǐng)遞交截至于2018年2月1日

12月考試：申請(qǐng)遞交截至于2018年9月2日

2019年考試的申請(qǐng)：

6月考試：申請(qǐng)遞交截至于2019年2月1日

12月考試：申請(qǐng)遞交截至于2019年9月2日

4申請(qǐng)資格

（1）推薦人(包括：企事業(yè)單位法人)。CFA協(xié)會(huì)將選取一些對(duì)提升CFA協(xié)會(huì)項(xiàng)目的知名度有戰(zhàn)略作用的組織（“推薦人”）。讓這些組織分配指定數(shù)量的獎(jiǎng)學(xué)金給附屬的個(gè)人。

（2）獎(jiǎng)學(xué)金申請(qǐng)人。個(gè)人申請(qǐng)者無(wú)論是來(lái)自于企業(yè)推薦人還是大學(xué)推薦人均有資格獲得該獎(jiǎng)學(xué)金。符合下列規(guī)定條件的大學(xué)教授和財(cái)經(jīng)媒體工作者，可以直接申請(qǐng)?jiān)揅FA獎(jiǎng)學(xué)金。

5此獎(jiǎng)學(xué)金分類

該獎(jiǎng)學(xué)金包括五類，分別為教授獎(jiǎng)學(xué)金，學(xué)生獎(jiǎng)學(xué)金，監(jiān)管機(jī)構(gòu)獎(jiǎng)學(xué)金，媒體獎(jiǎng)學(xué)金和女性獎(jiǎng)學(xué)金。

1、CFA協(xié)會(huì)教授獎(jiǎng)學(xué)金Professor Scholarships

在大學(xué)中教授金融學(xué)，經(jīng)濟(jì)學(xué)，商業(yè)和CFA課程相關(guān)課程的大學(xué)教授可直接向CFA協(xié)會(huì)申請(qǐng)?jiān)摢?jiǎng)學(xué)金，教授在申請(qǐng)時(shí)須具備：

在大學(xué)教學(xué)期間，全日制教授每學(xué)期或半學(xué)期至少教學(xué)6個(gè)學(xué)分；如果是作為部門、院系主管每學(xué)期或半學(xué)期至少教學(xué)3個(gè)學(xué)分。

當(dāng)然，必不可少的另一硬件條件，所任教的大學(xué)必須是國(guó)家教育部認(rèn)可具備學(xué)位授予資格的大學(xué)。

2、CFA合作伙伴及合作學(xué)校項(xiàng)目獎(jiǎng)學(xué)金Student Scholarships

在校大學(xué)生，獎(jiǎng)學(xué)金申請(qǐng)人必須是學(xué)院或大學(xué)目前在讀的學(xué)生，在本科或研究生學(xué)習(xí)階段就讀學(xué)校是CFA課程合作伙伴或于CFA協(xié)會(huì)承認(rèn)大學(xué)計(jì)劃項(xiàng)目。一旦獎(jiǎng)學(xué)金申請(qǐng)人己收到CFA協(xié)會(huì)頒發(fā)的榮譽(yù)獎(jiǎng)學(xué)金，該申請(qǐng)人因畢業(yè)或發(fā)生其他原因離開推薦機(jī)構(gòu)并不會(huì)取消該獎(jiǎng)學(xué)金。

3、監(jiān)管機(jī)構(gòu)獎(jiǎng)學(xué)金Regulator Scholarships

獎(jiǎng)學(xué)金申請(qǐng)人必須是全職或兼職雇員或長(zhǎng)期簽約受雇于符合資格的證券監(jiān)管機(jī)構(gòu)或央行。

4、媒體獎(jiǎng)學(xué)金Media Scholarships：

專門從事金融財(cái)經(jīng)新聞、數(shù)據(jù)、教育傳播的媒體組織的全職工作人員可直接向CFA協(xié)會(huì)申請(qǐng)?jiān)摢?jiǎng)學(xué)金。

5、女性獎(jiǎng)學(xué)金Women's Scholarships（NEW）

提供給想要成為CFA持證人且又不符合其他獎(jiǎng)學(xué)金申請(qǐng)條件的女性。

本獎(jiǎng)學(xué)金的設(shè)立有三個(gè)目的：

①讓世界上有強(qiáng)烈意愿參加CFA考試的女性考生們能更容易參加考試

②平衡投資管理行業(yè)的男女比例

③吸引更多女性參加CFA考試并成為CFA持證人

請(qǐng)注意：每場(chǎng)考試只可獲得一份獎(jiǎng)學(xué)金，不會(huì)有double效果。

申請(qǐng)人每場(chǎng)考試只可以從CFA協(xié)會(huì)獲得一份獎(jiǎng)學(xué)金，如果一個(gè)申請(qǐng)人收到多份獲獎(jiǎng)通知，只有第一份可以被授予獎(jiǎng)學(xué)金。

6推薦人要求

(1)推薦人必須指導(dǎo)其獎(jiǎng)學(xué)金申請(qǐng)人審查并遵守CFA有關(guān)獎(jiǎng)學(xué)金的規(guī)則。

(2)所有提名必須在規(guī)定的期限內(nèi)提交給CFA協(xié)會(huì),并符合CFA課程的獎(jiǎng)學(xué)金驗(yàn)證形式要求。

(3)推薦人必須在評(píng)估及改善項(xiàng)目上與CFA協(xié)會(huì)合作。這可能包括調(diào)查和特殊請(qǐng)求的反饋。

(4)推薦人在大學(xué)認(rèn)可計(jì)劃內(nèi)必須顯示出他們?yōu)榱藚⑴c和推動(dòng)CFA課程項(xiàng)目的積極性。

7申請(qǐng)步驟

參考助學(xué)金申請(qǐng)步驟。

Part 3

獎(jiǎng)學(xué)金申請(qǐng)成功范文

申請(qǐng)CFA考試獎(jiǎng)學(xué)金時(shí)，需要考生提供個(gè)人陳述confirmation，而考生在個(gè)人陳述中要表明自己對(duì)取得CFA證書的向往，描述自己面臨的經(jīng)濟(jì)困難以及克服的障礙，同時(shí)用自己的學(xué)業(yè)/職業(yè)成就證明自己有能力通過(guò)CFA考試，并最終拿到CFA證書。

下面有兩篇個(gè)人陳述范文可供參考：

1 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.

2 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.

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