CFA and CAIA Student Scholarships

CFA Access and Awareness Scholarships

The University of Arizona Finance Department is a CFA Program Partner School. The Chartered Financial Analyst (CFA) Institute provides program scholarships that “contribute to the CFA Institute mission of promoting the highest standards of ethics, education, and professional excellence. CFA Institute currently offers two types of scholarship opportunities.” (https://www.cfainstitute.org/programs/scholarships/Pages/index.aspx)

Access Scholarships

The CFA Program Access Scholarship is a needs-based opportunity for those unable to afford the full price of the enrollment and registration fees. The online application is available from 1 March – 15 September, for exams offered the following calendar year.

Historically, more CFA Access Scholarships have been available than applicants, so if students qualify, apply for an Access Scholarship.

Awareness Scholarships: Academic Student Scholarships

Awareness scholarships are merit or role-based opportunities that offer a reduced fee for CFA Institute educational programs. Applications for the five scholarships available each year are made directly to the Finance Department faculty CFA representative. Awareness Scholarships are made in conjunction with, awarded through and processed by the CFA Institute.

Eligible student applicants: Full-time students attending a school in a CFA Institute University Recognition Program or one of the CFA Program Partner schools.

A summary page provided by the Finance Department faculty CFA representative is available here.

CAIA Scholarships

The University of  Arizona Finance Department is also a member of the Chartered Alternative Investment Analyst (CAIA) Association Academic Partnership Program (APP). As a member of APP, four scholarships are available for each CAIA exam through the Academic Scholarship Program. 

Applications for the four scholarships available each exam (two exams per year) are made directly to the Finance Department faculty CAIA representative. CAIA scholarships are made in conjunction with, awarded through and processed by the CAIA Association. 

Eligible student applicants: Full-time students attending a Academic Partnership Program (APP) Institution when the application is made, even if the student will graduate before the exam is held.

An outline of the CAIA Association Level 1 exam curriculum is available here.