CFA Society Boston 2024 CFA® Scholarship Application 

Included in this scholarship are the CFA exam registration fees and the Kaplan Schweser Essentials Package. Up to 2 scholarships per Level I Exam Cycle will be awarded. Please note that CFA Society Boston reserves the right to schedule an interview to assess a candidate’s qualifications. 

  • CFA Exam: CFA Society Boston will reimburse up to $1,200 for enrollment and/or registration fee(s). Reimbursement amount will be determined by enrollment/registration fees paid by the recipient. 
  • Kaplan Schweser Scholarship: free tuition for the Kaplan Schweser Essentials Package (retail $699.00) 

Applicants must meet the following criteria: 

  • Be registered for the Level I 2024 exam cycle at time of application OR agree to register for the Level I 2024 exam cycle within two-weeks of receiving notice of being accepted in the CFA Society Boston CFA Scholarship Program. 
  • Have a bachelor’s (or equivalent) degree; or be within two years of completing their undergraduate degree at the time of registration; or have four years of qualified, professional work experience; or have a combination of work and college experience that totals at least four years  (Note: Summer, part-time, and internship positions do not qualify) 
  • Understand the professional conduct requirements;  
  • Be prepared to take the exam in English; 
  • Complete the online application; 
  • Completed applications must be received per the following schedule to be considered for the CFA Society Boston 2024 CFA® Scholarship Program: 
    • May 2024 Level I Exam Cycle Applications are due by 5:00 PM EST on January 26, 2024
    • August 2024 Level I Exam Cycle Applications are due by 5:00 PM EST on April 14, 2024
    • November 2024 Level I Exam Cycle Applications are due by 5:00 PM EST on July 12, 2024 

Please Note: Scholarships are not awarded to the immediate family of officers, directors, or committee chairs of CFA Society Boston or to Society employees or their immediate families. 

How to Apply

  1. To apply for a scholarship you must be an eligible candidate registered for an upcoming CFA®  exam in 2024 for Level I OR agree to register for the Level I 2024 exam cycle within two-weeks of receiving notice of being accepted in the CFA Society Boston CFA Scholarship Program. 
  2. Candidates can apply by completing the form linked below. Please note to submit the application form, you must sign into your CFA Society Boston account or create a free online account to complete the form. 
  3. After submitting the application form, you will see a Thank You screen which confirms your application has been successfully submitted.
  4. Notices will be sent within 2-weeks after the exam cycle deadline.
  • May 2024 Level I Exam Cycle Application deadline is 5:00 PM EST on January 26, 2024
  • August 2024 Level I Exam Cycle Application deadline is 5:00 PM EST on April 14, 2024
  • November 2024 Level I Exam Cycle Application deadline is 5:00 PM EST on July 12 26, 2024