首先，澤稷網(wǎng)校先為大家普及一下CFA協(xié)會(huì)的CFA獎(jiǎng)學(xué)金。它分為兩種：勵(lì)志助學(xué)金(Access Scholarships）和榮譽(yù)獎(jiǎng)學(xué)金（Awareness Scholarships）兩個(gè)類(lèi)型。注意事項(xiàng)：兩種獎(jiǎng)學(xué)金不可以同時(shí)申請(qǐng)。

勵(lì)志獎(jiǎng)學(xué)金Access Scholarships

先為CFA的考生們介紹一下：勵(lì)志獎(jiǎng)學(xué)金Access Scholarships：他適用于那些無(wú)法全額負(fù)擔(dān)CFA考試的注冊(cè)費(fèi)和報(bào)名費(fèi)，而需求助學(xué)金機(jī)會(huì)的考生。

CFA獎(jiǎng)勵(lì)優(yōu)待：免除CFA考試注冊(cè)費(fèi)。減免CFA考試報(bào)名費(fèi)含電子版教材費(fèi)用（250美元）

獎(jiǎng)勵(lì)時(shí)限說(shuō)明：如在2015年成功申請(qǐng)到獎(jiǎng)學(xué)金，可以用在2016年的考試中。分別為2016年6月考試（一二三級(jí)）或12月的考試（只有一級(jí)）。

請(qǐng)注意！獎(jiǎng)勵(lì)申請(qǐng)時(shí)限：申請(qǐng)明年CFA考試的學(xué)生，必須在2015年9月15日之前完成此項(xiàng)申請(qǐng)咯！現(xiàn)在已經(jīng)是8月份末了，還請(qǐng)想要申請(qǐng)的抓緊時(shí)間咯。

現(xiàn)在，大家來(lái)看一看自己是否可以申請(qǐng)CFA獎(jiǎng)學(xué)金嘍！

第一，必須是要參加CFA考試的考生，無(wú)論未報(bào)名過(guò)的，亦或是仍在參考。收入不作為申請(qǐng)要求的參考。

第二，考生目前沒(méi)有收到任何CFA學(xué)習(xí)類(lèi)的資助，當(dāng)然包括你的企業(yè)。如果公司有考試報(bào)銷(xiāo)的話那當(dāng)然申請(qǐng)不了了。

第三，考生一年只能申請(qǐng)一次CFA獎(jiǎng)學(xué)金哦，如果已申請(qǐng)勵(lì)志獎(jiǎng)學(xué)金，即使榮譽(yù)獎(jiǎng)學(xué)金也申請(qǐng)了，那勢(shì)必后者會(huì)被視為作廢。

第四，申請(qǐng)獎(jiǎng)學(xué)金，考生一定要根據(jù)CFA協(xié)會(huì)要求遞交清楚資料。

4、在提交獎(jiǎng)學(xué)金申請(qǐng)，考生應(yīng)該提供自身的申請(qǐng)需要的證明材料。

此類(lèi)證明方可進(jìn)入CFA協(xié)會(huì)官網(wǎng)查詢。www.cfainstitute.org

CFA獎(jiǎng)學(xué)金申請(qǐng)也有禁忌：如有親屬在CFA協(xié)會(huì)工作過(guò)，或申請(qǐng)人有聘請(qǐng)過(guò)CFA協(xié)會(huì)人員的經(jīng)歷，亦或申請(qǐng)人曾經(jīng)為CFA協(xié)會(huì)所供職，或收到過(guò)CFA協(xié)會(huì)的懲罰。最糟糕的，便是為CFA協(xié)會(huì)帶來(lái)過(guò)負(fù)面效應(yīng)的話，可都無(wú)法獲得申請(qǐng)CFA協(xié)會(huì)助學(xué)金喔。

5、申請(qǐng)步驟：點(diǎn)開(kāi)CFA官網(wǎng)進(jìn)入獎(jiǎng)學(xué)金欄目。選擇需要申請(qǐng)的獎(jiǎng)學(xué)金項(xiàng)目，開(kāi)始填寫(xiě)個(gè)人資料。確認(rèn)后遞交后，請(qǐng)靜候佳音咯。

榮譽(yù)獎(jiǎng)學(xué)金（Awareness Scholarships）

接著，為大家八一八榮譽(yù)獎(jiǎng)學(xué)金（Awareness Scholarships）的申請(qǐng)方法。

所謂榮譽(yù)，一定是指被授予過(guò)學(xué)術(shù)研究和金融界有重要影響力的人士，這可是首當(dāng)其沖的要求之一。

CFA獎(jiǎng)勵(lì)優(yōu)待：將CFA考試的注冊(cè)費(fèi)和考試報(bào)名費(fèi)減免CFA考試報(bào)名費(fèi)含電子版教材費(fèi)用（350美元）比勵(lì)志獎(jiǎng)學(xué)金多了100美元。

獎(jiǎng)勵(lì)時(shí)限說(shuō)明：如獲得2015年6月的獎(jiǎng)學(xué)金那就只能在當(dāng)年6月的CFA一二三級(jí)考試中使用。同理，獲得12月的獎(jiǎng)學(xué)金一樣必須在12月的一級(jí)考試中使用掉。

請(qǐng)注意！獎(jiǎng)勵(lì)申請(qǐng)時(shí)限：還想要申請(qǐng)今年12月份考試的考生們，請(qǐng)?jiān)?015年9月2日之前把你的獎(jiǎng)學(xué)金申請(qǐng)遞交上去。

此類(lèi)的獎(jiǎng)學(xué)金又分為三種。

第一種是推薦人獎(jiǎng)學(xué)金。

由CFA選取的一些有提升CFA協(xié)會(huì)項(xiàng)目知名度及作用的企業(yè)組織或“大佬”個(gè)人。讓這些企業(yè)或組織分配定額的獎(jiǎng)學(xué)金落實(shí)到申請(qǐng)的個(gè)人身上。

此類(lèi)申請(qǐng)者的身份就必須是提升CFA協(xié)會(huì)的企業(yè)組織或政府的全職、兼職雇員。

第二種是CFA協(xié)會(huì)的教授獎(jiǎng)學(xué)金。

意為教授著金融學(xué)，經(jīng)濟(jì)學(xué)，商業(yè)這三大學(xué)科和與CFA課程相關(guān)的大學(xué)學(xué)府的大學(xué)教授們所適用。此類(lèi)人群可直接向CFA協(xié)會(huì)申請(qǐng)獎(jiǎng)學(xué)金。

不過(guò)，做為傳授知識(shí)老師和教授們請(qǐng)注意，CFA協(xié)會(huì)對(duì)這一類(lèi)人群的申請(qǐng)，仍需具備有在大學(xué)教學(xué)期間全日制教授每學(xué)期或半學(xué)期至少教學(xué)6 個(gè)學(xué)分；如果是作為部門(mén)、院系主管每學(xué)期或半學(xué)期至少教學(xué)3 個(gè)學(xué)分。

當(dāng)然，必不可少的另一硬件條件，這些大學(xué)教授必須就職于國(guó)家教育部認(rèn)可具備學(xué)位授予資格的大學(xué)。

第三種為媒體類(lèi)獎(jiǎng)學(xué)金。

為媒體行業(yè)設(shè)立的一項(xiàng)獎(jiǎng)學(xué)金。為從事金融財(cái)經(jīng)新聞，教育傳播和數(shù)據(jù)的全職工作者設(shè)立。這一類(lèi)人群，可以直接向CFA協(xié)會(huì)申請(qǐng)獎(jiǎng)學(xué)金喲。

請(qǐng)注意，每場(chǎng)考試只可以獲得一份獎(jiǎng)學(xué)金，不會(huì)有double效果。

申請(qǐng)步驟一如激勵(lì)獎(jiǎng)學(xué)金。注意在進(jìn)入官網(wǎng)后，點(diǎn)選哪一類(lèi)獎(jiǎng)學(xué)金。

介紹到這里，你是否都明白了呢？還是希望要申請(qǐng)獎(jiǎng)學(xué)金的考生們，準(zhǔn)備好所需材料。特別是申請(qǐng)榮譽(yù)獎(jiǎng)學(xué)金的各位，推薦人和證明都要準(zhǔn)備妥當(dāng)。

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.