SOCIETY CFA® SCHOLARSHIP PROGRAM
Please complete the following (please print):
June 2010 Exam Enrollment Level (circle one): I II III Are you already enrolled? [ ] Yes [ ] No
Mailing Address: ______________________________________________________________________________
City: __________________________________________ State: _____________ Zip: _______________________
Preferred Phone: ______________________________ E-mail: _________________________________________
Are you a member of a CFA Institute Society? [ ] Yes [ ] No
If yes, give name: __________________________________________________________________
Are you employed? [ ] Part-time [ ] Full-time [ ] No
Name of employer: _________________________________________________________________
May we contact your supervisor? [ ] Yes [ ] No
If yes, name of supervisor: ______________________________ Phone: ______________________
Are you a student? [ ] Part-time [ ] Full-time [ ] No
Name of current college or university: _________________________________________________
Degree program: __________________________________________________________________
Expected graduation date: ___________________________________________________________
Please answer each of the following on a separate piece of paper and return with your application:
1) Why do you want to achieve the CFA Charter?
2) How do you view your future involvement with CFA Society of Philadelphia and/or CFA Institute?
3) Briefly describe your financial need for this scholarship.
4) How did you hear about this scholarship?
Please include the following with your application:
1) Current Resume
2) Letter of Recommendation
3) Current Transcript (if undergraduate or graduate student)
I have read the terms and conditions of this scholarship and I attest that all information provided is accurate.
Date: _____________________ Signature: ______________________________________________
Please return this application by December 31, 2009 to:
Mark S. Barrish, CFA, CFP®
1200 South Church Street, Suite 18
Mount Laurel, NJ 08054