如何申请2021年CFA奖学金？这里有一份指南！

 

　　2021年CFA奖学金申请条件、申请流程及截止时间说明！

 

　　01.CFA奖学金类型

 

　　（以上为协会奖学金官方邮件，图片来源于网络）

 

　　CFA奖学金分为励志奖学金和荣誉奖学金，分析君今天就分别给大家分享下：

　　荣誉奖学金(AwarenessScholarships)，一定是指被授予过学术研究和金融界有重要影响力的人士，这可是首当其冲的要求之一，其中还细分为：教授奖学金，学生奖学金，监管机构奖学金，媒体奖学金和女性奖学金。

 

　　奖励内容：

 

　　a.可免除一次注册费

 

　　b.减免考试报名费（包括电子版教材）至 350 美元

 

　　奖励时限说明：

 

　　如获得6月的奖学金那就只能在当年6月的CFA一二三级考试中使用。同理，获得12月的奖学金一样必须在12月考试中使用掉。

 

　　励志助学金(AccessScholarships)，该奖学金授予那些无法全额负担CFA考试的注册费和报名费，而需求助学金机会的考生。此奖学金是本次分享会逐步示范申请过程的奖学金类型，其对应中文确切地说叫"助学金"。该奖学金只可用于减免部分CFA考试的报名费用至$250，如果你是第一次注册，还可以同时免去全部注册费。

 

　　奖励优待说明：

 

　　a.免除 CFA 考试的注册费；

 

　　b.减免考试报名费（包括电子版教材）至 250 美元。

 

　　奖励周期：

 

　　当年 12 月份授予的助学金将被用于下一年度的考试中。如果被授予该奖，获得者可以申请助学金有以下两类：6 月考试（I 级，II 级，III级）或 12 月考试（只限 I 级） 。

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　　02.申请时间

 

　　2021获得奖学金申请提交的时间表如下：

 

　　2020年3月1日，2021奖学金开始申请提交(协会网站在线提交)

 

　　2020年9月15日，2021奖学金的申请将会关闭，CFA协会开始申请审核(协会网站在线提交)

 

　　03.申请步骤

 

　　第一步：进入官网，进入CFA项目中的奖学金项目

 

　　第二步：点击进入申请页面

 

　　第三步：选择奖学金申请

 

　　第四步：选择申请的奖学金

 

　　第五步：填写个人基本信息，*部分为必填信息(填写各项个人信息：邮箱，地址，电话联系方式。)

 

　　第六步：填写自己的联系信息

 

　　第七步：填写两个支持并了解你情况的联系人的信息，CFA协会工作人员及CFA协会会员不包括在内

 

　　协会要求你提供2位证明人的相关基本信息，在需要的时候协会会与他们联系，核实你提供信息的真实状况。

 

　　第八步：填写一位对你有经济依赖的家庭成员的信息

 

　　第九步：填写个人及家庭收入情况

 

　　列举依靠你收入生活的人，包括你的父母，配偶，兄弟姐妹及子女等等的基本信息.

 

　　简单说就是，讲一个你和CFA的故事。此处特别强调，一个真实且生动的自我陈述是申请成功的法宝。

 

　　第十步：家庭资产及投资情况

 

　　以年计，按要求填写工资收入，配偶的工资，其他生意的收益，出租房屋的收入、养老金收入，投资债券、股票的收入，系统会自动加总。

 

　　最后：最终确认所填写信息，并提交

 

　　（以上截图仅供参考，具体以官网为准）

 

　　备注：

 

　　奖学金申请表一旦上交，不可更改;

 

　　如果财政状况发生变化，可在10月1日前撤回申请表;

 

　　一旦奖学金申请成功，必须参加考试，否则今后不可再申请奖学金。

 

　　04.申请要求

 

　　（1）推荐人(包括：企事业单位法人)。CFA 协会将选取一些对提升CFA 协会项目的知名度有战略作用的组织（“推荐人”）。让这些组织分配指定数量的奖学金给附属的个人。

 

　　（2）奖学金申请人。个人申请者无论是来自于企业推荐人还是大学推荐人均有资格获得该奖学金。

 

　　但绝大多数申请竞争者，连申请都没有开始就退下阵来，所以无论如何，如果你需要，你具备申请条件为何不试试呢？

 

　　05.个人陈述范文参考

 

　　申请CFA考试奖学金时，需要考生提供个人陈述confirmation，而考生在个人陈述中要表明自己对取得CFA证书的向往，描述自己面临的经济困难以及克服的障碍，同时用自己的学业/职业成就证明自己有能力通过CFA考试，并最终拿到CFA证书。

 

　　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.

 

　　只要你在申请过程中充分地说明CFA考试对你的重要性并表达你渴望获得CFA奖学金的诚意，你就可以尝试申请。

 

　　最后注意:为了确保申请不被驳回，请

 

　　1.在线编辑完成PDF版的奖学金申请表

 

　　2.打印完成了的PDF版本，并签上姓名和日期

 

　　3.扫描签好字的PDF申请比表并作为附件email给 scholarships@cfainstitute.org，并保存邮件记录。

 

　　中国CFA考试网（www.cfa.cn）综合整理，来源：中国CFA考试网，原创文章，经授权转载，若需引用或转载,请注明出处 ，仅供参考、交流之目的。

 

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