Sorry, NYSSA is no longer accepting applications for scholarships for the June 2012 exam. Applications for the December 2012 will be accepted next spring.
Scholarships Awarded
December 2011 Scholarship recipients
June 2011 Scholarship recipients
December 2010 Scholarship recipients
December 2009 Scholarship recipients
June 2009 scholarship recipients
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:
- Registration and enrollment fees for the CFA Examination
For the current exam offering, the CFA program enrollment fee (inapplicable) is waived and the registration fee is discounted. Scholarship recipients pay only curriculum and shipping cost (US$185/eBook, $245/Print, and $275/eBook and Print) plus any applicable taxes and import duties. Scholarship cannot be deferred to another exam offering.
- NYSSA CFA Weekly Review
- Schweser Study Materials
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
- Student candidates must be enrolled in a college or university within 75 miles of New York City.
- Full-time college or university students in their final undergraduate year should apply through a sponsoring professor who is a CFA charterholder in good standing and a full-time faculty member at the student’s university. Visit the CFA Institute’s website for more details.
- Students in graduate school need not be full-time students to qualify for the scholarship.
- 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.
- Employed registrants must attach a statement from their employer, on company letterhead, indicating that they will not be reimbursed for registration or costs related to the CFA Examination. Failure to attach the documentation may result in disqualification from consideration.
- 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 and/or interest in the investment profession, ethical standards, and commitment to NYSSA and CFA Institute. Full time students must submit a current school transcript and those who exhibit financial need will receive special consideration.
For candidates receiving NYSSA scholarship awards that have enrolled and paid for the CFA Exam and/or the NYSSA CFA Weekly Review course and/or purchased current Schweser study materials specifically for the qualifying examination:
- NYSSA will refund the tuition for the Weekly CFA Weekly Review program
- CFA Institute will refund the CFA examination and registration fees, less a curriculum fee mentioned above.
- Schweser will give a credit allowance for additional learning materials.
If you have any questions, please contact the NYSSA Education Department by email at education@nyssa.org or 646-871-3428/3407.