SOCIETY CFA® SCHOLARSHIP PROGRAMME – JUNE 2007 Exam
LEVEL 1, 2 AND 3 CANDIDATES
CFA Institute®, the sponsor and administrator of the CFA® Program, is pleased to offer the June 2007 Society
CFA Scholarship Programme. Limited numbers of Scholarships are offered to candidates. These sponsorships
are awarded by the Committee of CFA South Africa. Details are provided below including Application form
Who is eligible for a society scholarship?
Candidates who are financially disadvantaged.
Candidates should not be eligible for employee
sponsorship. If the scholars are students, they must
hold a bachelor’s degree, or the equivalent no later
than 31 December 2006 and attend a college or
university within 200 miles of the society. What does the scholarship cover?
Level 1, 2 or level 3 candidates. (Note: Applicants Society scholarships are valid for the Registration
must fulfill all CFA candidate requirements to and Enrollment fees for level 1, 2 and 3 of the CFA
register. (see www.cfainstitute.org) exam:June 2007 .. Books and study materials are
NOT included in the US$150.00 cost.
Scholarships apply to the June 2007 CFA exam
only. Registration and Enrollment forms received by
the CFA South Africa by 2nd January 2007 deadline If a society scholarship candidate has
will not be considered. already registered and enrolled for the 2007
CFA exam, does he/she get a refund?
What does the scholarship cost? CFA Institute will refund his/her money less the
CFA Insitute waives the registration fee and US$150.00 scholarship fee. However, the CFA
discounts the normal enrollment fee for all three Insitute Scholarship Office will need the
levels of the CFA exam. Scholarship recipients pay completed Scholarship Verification Form in
only US$150.00 This is a non-refundable fee. order to process the refund request
Only Visa, MasterCard, American Express, Diners Deadlines for Society Scholarships
Club and JCB may be used. CFA Institute does not 2nd January 2007 – Deadline for submission to
accept Discovery, debit cards, or other cards and does CFA South Afirca
not invoice for payment. Cheques and money orders
SOCIETY CFA SCHOLARSHIP PROGRAMME –June 2007 Exam
The CFA Insitute® is offering scholarships for the Chartered Financial Analyst® (CFA®) Program. Society scholars
must fulfill all CFA candidate requirements to register. If society scholars are students, they must hold a bachelor’s
degree, or the equivalent no later than 31 December 2006 , and attend a college or university within 200 miles of the
NOTE: Society scholarships are valid for the June 2007 CFA exam only.
This scholarship will waive the Registration fee and all but US$150.00 of the Enrollment fee. The chosen
scholarship candidate will be responsible for the fee, plus the cost of study books and materials unless
Complete the following (please print):
CFA Insitute Identification No.: South African Identification No.:
Registration Level: (circle one) I II III
: postal code:
Home Phone: Work Phone: Fax:
Have you already registered for the June 2007 CFA exam? [ ] Yes [ ] No
Are you a member of an CFA Insitute Society? [ ] Yes [ ] No
If yes, give name: (eg South African)
Are you employed? [ ] Part-time [ ] Full-time
Name of employer:
Address of employer:
State how many years employed at this company
Previous employment details (company name and years)
May we contact your supervisor? [ ] Yes [ ] No
If yes, name of supervisor: Phone:
Are you a student? [ ] Part-time [ ] Full-time Level of school completed:
Name of undergraduate college or university:
Name of graduate college or university:
Highest degree held:
If no degree is held, when do you expect to receive your degree?
Current field of study:
Name of Professor: Phone:
Please complete the questions below
Why do you want to achieve the CFA® Charter?
Briefly describe your involvement in activities and organizations:
Briefly describe your financial need for this scholarship:
RECOMMENDED BY A CFA CHARTER HOLDER (if available)
PHONE NO: EMAIL
SIGNED (CHARTER HOLDER):
Optional: Attach CV
Attach University results
Letter of Recommendation
Please return this Application by fax, email or post, to:
CFA SOUTH AFRICA
ATTENTION ANN MARIE WOOD
P O BOX 131
TEL (011) 791 0105
FAX (011) 791 0107
STUDENT SCHOLARSHIP VERIFICATION FORM
CFA Identification No: I D Number
Print Name: Registration Level (circle one) I II III
City: State: Zip: County:
Telephone: Fax: E-mail:
Please complete the appropriate Section below that pertains to your scholarship. Sign where indicated and have
your sponsor sign.
SECTION A: STUDENT CFA® SCHOLARSHIP
[ ] Yes [ ] No I am an undergraduate student, and my professor is sponsoring me for scholarship (full-time only).
[ ] Yes [ ] No I will have my undergraduate degree by 31 December of the exam year.
[ ] Yes [ ] No I am a graduate student, and my professor is sponsoring me for scholarship (full or part-time).
TO BE COMPLETED BY PROFESSOR:
Professor’s Name: CFA Charter Number:
College /University: Phone: ( )
Mailing Address (for Study Books):
City: State: Zip: Country:
Professor Signature E-mail Address
SECTION B: SOCIETY CFA® SCHOLARSHIP
[ ] Yes [ ] No I am a member of my sponsoring society.
[ ] Yes [ ] No I am a student enrolled at a college or university within 200 miles of my sponsoring Society.
[ ] Yes [ ] No I reside or work within 200 miles of my sponsoring society.
Candidate Signature Society Authorization Signature
SECTION C: PROFESSOR CFA® SCHOLARSHIP
[ ] Yes [ ] No I am a full-time college or university professor teaching a minimum of six (6) credit hours per quarter or semester.*
[ ] Yes [ ] No I am a Department Head or administrator teaching three (3) credit hours per quarter or semester.*
*ATTACH LETTER ON UNVERSITY LETTERHEAD TO THAT EFFECT.
OFFICE USE ONLY:
[ ] Refund Due $ Amount Paid: $ Date Paid:
Authorization: Date: Processed: Date: