特許金融分析師CFA認(rèn)證證書(shū)的含金量和發(fā)展前景被絕大部分金融從業(yè)者所認(rèn)同，由此引發(fā)了一陣CFA考證潮。因?yàn)樘卦S金融分析師證書(shū)是一張外來(lái)證書(shū)，可能在美國(guó)當(dāng)?shù)?u>CFA考試報(bào)名費(fèi)用不是太高，但是經(jīng)匯率一換算在國(guó)內(nèi)費(fèi)用不菲。這對(duì)于一部分CFA候選人來(lái)說(shuō)無(wú)疑是一比沉重的負(fù)擔(dān)，尤其是在校大學(xué)生以及一部分經(jīng)濟(jì)情況不是太好的考生來(lái)說(shuō)，由此CFA協(xié)會(huì)推出了CFA獎(jiǎng)學(xué)金，旨在獎(jiǎng)勵(lì)那些成績(jī)突出以及資助經(jīng)濟(jì)拮據(jù)的考生。
　　下面cfa三級(jí)學(xué)長(zhǎng)推薦了一份很完整cfa備考精華資料，在CFA考試前，一份CFA好資料+更早的準(zhǔn)備cfa考試，能夠大大提升通過(guò)率。關(guān)于2017-2018年年CFA學(xué)習(xí),建議可以早點(diǎn)下載2017-2018最新CFA電子資料進(jìn)行了解學(xué)習(xí)（點(diǎn)我下載）
CFA獎(jiǎng)學(xué)金申請(qǐng),高頓CFA
　　2018年CFA獎(jiǎng)學(xué)金申請(qǐng)截止日期
　　CFA獎(jiǎng)學(xué)金分為兩個(gè)大類：Awareness和Access
　　Awareness
　　主要是針對(duì)合作的公司和大學(xué)，每個(gè)大學(xué)的CFA持有者可以提名5名學(xué)生，每所大學(xué)最多10名學(xué)生。ANU的政策是最后一年金融專業(yè)的本科生或者是金融管理和金融的碩可以申請(qǐng)，已經(jīng)發(fā)了三批了，每一批我都有朋友拿到，應(yīng)該不是很難。就是寫一封自薦信然后附上成績(jī)單就行了。
　　Access
　　主要針對(duì)個(gè)人，即你沒(méi)有公司來(lái)為你考試提供財(cái)務(wù)支持，你就可以申請(qǐng)。
　　Mission:The CFA Institute Access Scholarship Program(“Program”)is designed to make CFA
　　Institute programs more available to individuals who may not be able to afford the full program fees.(“Access Scholarships”).
　　申請(qǐng)者沒(méi)有收入上限和下限，是新的CFA考生或者老考生都可以，但注意不能同時(shí)申請(qǐng)Awareness和Access，每年也只能申請(qǐng)一次ACCESS獎(jiǎng)學(xué)金。
　　獎(jiǎng)學(xué)金面向一級(jí)，二級(jí)，三級(jí)，下一年6月或者12月的考試，所有考試費(fèi)用（電子材料版）都降為250美元（即一級(jí)免了注冊(cè)費(fèi)和部分考試費(fèi)用，所以免了近900美元），但是你不能先報(bào)名再申獎(jiǎng)學(xué)金，一定要等到獎(jiǎng)學(xué)金下來(lái)，他們發(fā)給你CODE，你再去報(bào)名。比如這次通知我的時(shí)候已經(jīng)12月7日了，已經(jīng)過(guò)了最便宜的報(bào)名階段了（CFA報(bào)名分三個(gè)階段），但是你有信心拿到就可以等。
　　申請(qǐng)并不繁瑣，還是一封陳述信，這里面包括學(xué)業(yè)成就，職業(yè)經(jīng)歷，克服困難的經(jīng)歷，奉獻(xiàn)的精神，并且很有可能成為以后的CFA持有者。
　　截取一段CFA協(xié)會(huì)官方關(guān)于CFA獎(jiǎng)學(xué)金的申請(qǐng)須知：
　　Awareness Scholarship
　　To ensure your application is processed without delay:
　　Complete your application using the online edit function in the PDF.
　　Print the completed form and then add your signature and date.
　　Scan and email the completed application as an attachment to scholarships cfainstitute.org.Keep your email copy for your records.
　　**Awareness獎(jiǎng)學(xué)金的完整信息和申請(qǐng)表格可從以下鏈接獲得：
　　https://www.cfainstitute.org/programs/cfaprogram/scholarships/Pages/awareness_scholarships.aspx
　　Access Scholarship
　　You must wait until scholarship notifications occur in December 2017 before you register for the 2018 June exam,or you will be ineligible for the scholarship and your application will be voided.
　　Because scholarship notifications occur after the early exam registration deadline has passed,CFA Institute offers a US$150 credit toward the June exam registration fee for those applicants who do not receive an Access Scholarship but who still wish to register for the June 2018 exam.The credit is applied during the exam registration checkout/payment process.
　　After you submit your scholarship application,you cannot make changes.
　　If your financial situation changes,you may withdraw your application fromconsideration before 15 October of the year in which you applied.
　　If you receive a scholarship and register for the exam,you must sit for that exam or you may be ineligible for future Access Scholarships.
　　**Access獎(jiǎng)學(xué)金的完整信息和在線申請(qǐng)可從以下鏈接獲得：
　　https://www.cfainstitute.org/programs/cfaprogram/scholarships/Pages/index.aspx
　　CFA獎(jiǎng)學(xué)金申請(qǐng)有哪些注意事項(xiàng)：
　　1、獎(jiǎng)學(xué)金申請(qǐng)人，可以是從未報(bào)名過(guò)的新考生也可以是目前在考的考生。對(duì)于申請(qǐng)人沒(méi)有最低或最高的收入或資產(chǎn)水平要求。
　　2、如果考生目前的雇主企業(yè)有提供任何經(jīng)濟(jì)援助的話，該考生將沒(méi)有資格申請(qǐng)?jiān)撝鷮W(xué)金。
　　3、考生每年度只能申請(qǐng)一次獎(jiǎng)學(xué)金。如果一個(gè)申請(qǐng)人同時(shí)申請(qǐng)了勵(lì)志助學(xué)金和榮譽(yù)獎(jiǎng)學(xué)金，如果獲得了勵(lì)志助學(xué)金，榮譽(yù)獎(jiǎng)學(xué)金的申請(qǐng)將被作廢。
　　4、在提交獎(jiǎng)學(xué)金申請(qǐng)，考生應(yīng)該提供以下證明材料：
　　(l）同意遵守由勵(lì)志獎(jiǎng)學(xué)金官方制定規(guī)則；
　　(2）證明申請(qǐng)人自己不存在官方規(guī)定的利益沖突、關(guān)聯(lián)關(guān)系。如果有任何潛在的利益沖突、關(guān)聯(lián)關(guān)系己經(jīng)顯現(xiàn)，申請(qǐng)人必須進(jìn)行充分的披露；
　　(3）證明申請(qǐng)人目前的雇主沒(méi)有對(duì)申請(qǐng)人參加CFA考試提供任何經(jīng)濟(jì)援助；
　　(4）證明申請(qǐng)人在申請(qǐng)過(guò)程中提供的信息是正確的和真實(shí)的；
　　(5）證明申請(qǐng)人無(wú)法獲得足夠的資金來(lái)全額支付CFA考試費(fèi)用；
　　(6）允許CFA協(xié)會(huì)公布或評(píng)估申請(qǐng)人在申請(qǐng)過(guò)程中的信息。
　　注意：以下是CFA協(xié)會(huì)規(guī)定的利益沖突或關(guān)聯(lián)關(guān)系，凡存在下列情況的申請(qǐng)人需在申請(qǐng)中充分披露．
　　(1）助學(xué)金申請(qǐng)人有親屬在CFA協(xié)會(huì)任職或是CFA會(huì)員；
　　(2）申請(qǐng)人聘請(qǐng)CFA協(xié)會(huì)工作人員為個(gè)人提供咨詢服務(wù)；
　　(3）申請(qǐng)人目前或過(guò)去曾是CFA協(xié)會(huì)的工作人員或CFA協(xié)會(huì)的會(huì)員；
　　(4）申請(qǐng)人受到過(guò)CFA協(xié)會(huì)的處罰；
　　(5）申請(qǐng)人目前所從事的活動(dòng)會(huì)給CFA協(xié)會(huì)帶來(lái)負(fù)面效應(yīng)的。
　　CFA獎(jiǎng)學(xué)金申請(qǐng)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(shū)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(shū)。
　　下面有兩篇個(gè)人陳述范文可供參考：
　　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.