Scholarship Program

The CFA® Charter

A Mark of Professionalism
In today’s complex investment environment, a sound educational base is the key to success. Investment professionals need a firm foundation to make good decisions for their clients. Those who are committed to professional excellence can build on this foundation by earning the Chartered Financial Analysts (CFA) designation.

Designation Recognized Worldwide
Employers recognize the value of the CFA designation and the knowledge, skills, and professionalism that CFA charterholders can bring to their organizations.  More and more firms around the world are favoring CFA charterholders and CFA candidates when hiring and promoting security analysts, portfolio managers, and other professionals involved in finance and investment.  Institutional and individual clients also recognize the CFA charter as a sign of integrity and professional excellence when selecting investment advisors and managers.  The CFA charter is a well-respected and internationally recognized designation.

NYSSA CFA®  Scholarship Program

Scholarship recipients receive the following:

  • NYSSA CFA Live Weekly Review Course

How to Qualify

  • Student candidates must hold a bachelor's (or equivalent) degree or be in the final year of their bachelor's degree program. See application form for exceptions.
  • Scholarship candidates do not have to be a member of NYSSA, although you are encouraged to join.
  • Scholarship candidates do not have to be a member of CFA Institute, although you may apply for membership.
  • Unemployed candidates are also welcome to submit an application.

NOTE: Effective January 1, 2011 a valid international travel passport is required by the CFA Institute for enrollment and exam registration.

Selection Process

Selection will be based on experience as well as an interest in the investment profession, ethical standards, and commitment to NYSSA and CFA Institute. 

Scholarships are not awarded to the immediate family of officers, directors, or committee chairs of NYSSA or to Society employees or their immediate families.

For candidates receiving NYSSA scholarship awards that have enrolled and paid for the NYSSA CFA Weekly Review course:

  • NYSSA will refund the tuition for the Weekly CFA Review program

NYSSA June 2015 CFA® Institute Scholarship Application and Essay Questions

Deadline has passed for the June 2015 exams.

CFA Institute Scholarships

The CFA Institute provides scholarship opportunities for those unable to afford the full price of the CFA Program enrollment and registration fees and key influencers in the academic and financial communities in the form of the Access and Awareness Scholarship programs.

Click here to learn more about the CFA Institute Access and Awareness Scholarships.

Please note: visit the CFA Institute website for the new policy regarding their Scholarship Programs for discounted registrations and enrollment fees for the CFA Examination.  

CFA Institute does not endorse, promote, review, or warrant the accuracy or quality of the products or services offered by NYSSA. CFA Institute, CFA®, and Chartered Financial Analyst® are trademarks owned by CFA Institute.

For more information please contact the Education Department at NYSSA: (212) 541-4530 or email

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