Why become a charterholder?
The Chartered Financial Analyst (CFA) Program, to which the scholarships are an adjunct, is highly respected in both the investment and financial communities.  Since the first CFA designation was awarded in 1963, more than 79,000 investment professionals have earned a CFA charter.

A CFA^® charter represents a combination of academic achievement and professional expertise.  With this background, CFA charter-holders develop a balanced approach to investment and are prepared to meet the challenges of a rapidly evolving profession. Holders of the CFA charter also adhere to a strict code of professional and ethical standards. As a result, a growing number of firms around the world are favoring CFA charter-holders when hiring and promoting security analysts, portfolio managers and other investment professionals. Individual clients as well recognize the CFA designation as a sign of integrity and professional excellence when selecting investment advisors and managers.

What does a scholarship cover?
Scholarships for the exam will cover enrollment to take a CFA exam (less a $220 exam fee to CFA Institute).  Scholarship recipients who have registered online or already paid enrollment fees for exams will be refunded (reimbursed) the appropriate fee.

Who is eligible?
Scholarship applicants must be registered with the CFA Institute for the examination.  You must meet the same qualifications for registration as CFA candidates: they must have a bachelor’s degree, sign a Statement of Professional Conduct and Candidate Responsibility, and be prepared to take exams in English. Student applicants must have or anticipate receiving a bachelor’s degree or the equivalent by December 31st of the exam year and attend a college or university within 200 miles of Miami , FL.

Scholarships cannot be awarded to immediate family members of CFA Miami officers, directors and committee chairs or to CFA Miami employees or their immediate families. CFA candidates who received a scholarship last year but failed the level applied for are ineligible to apply for a scholarship this year.

How do you apply?
CFA candidates must submit a package of materials containing the following:

• Completed Scholarship Application Form
• One letter of recommendation
• Full-time Students: Minimum one recommendation from a professor or counselor (who is familiar with the applicant's academic standing).
• Employed Applicants - Minimum one recommendation from a source qualified to evaluate the applicant on a professional basis (e.g. current or former supervisor/manager). Recommendations should not be from anyone who falls under the applicant’s supervision, applicant’s family members/relatives, or any members of the CFA Miami staff or Scholarship Committee.
• Employer statement of non-reimbursement of exam/review program fees (if applicable).
• Transcript of grades.
• Current Resume or Curriculum Vitae (CV)