APPLICATION - CFA Society of Philadelphia

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                            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

Name: _______________________________________________________________________________________

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
    Fax: 856-914-9411

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