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									CFA SOCIETY OF MELBOURNE
SCHOLARSHIP PROGRAM FOR THE CFA COURSE

The CFA Society of Melbourne is pleased to offer candidates sitting for the CFA exam in
Melbourne the opportunity to apply for a scholarship to cover most of the course fees for the
exam.

This scholarship is offered in conjunction with the CFA Institute. This form must be completed
alongside the application form required by the CFA Institute, which may be downloaded from the
CFA web site at https://www.cfainstitute.org/cfaprog/university/society scholarship.html, and also
at the CFA Society of Melbourne web site at
 http://www.membersocieties.org/melbourne/cfa/cfascholar.

A limited number of scholarships are available for the June and December exams each year,
and relates to all three levels of the CFA exam.

Under the scholarship the CFA Institute waives the CFA exam registration fee (a once off fee at
Level 1) and meets all but US$225 of the enrolment fee. In addition, to assist in your studies,
the CFA Society of Melbourne offers candidates free access to the CFA review course run
locally in Melbourne (levels 1 and 2 only).

In offering the scholarship the CFA Institute requires the candidate to sit for the exam as
stipulated. No deferrals are allowed. Hence, before applying the candidate should be
committed to sitting the exam as stipulated.

The CFA Society of Melbourne also seeks a commitment from candidates as stated in the
attached form.

In assessing applications, the CFA Society of Melbourne will give preference to candidates to
students who have financial need, will not receive reimbursement from their employer for
undertaking the exam, and who are residents in Victoria and therefore likely to join the CFA
Society of Melbourne. To assist us in assessing applications please answer the attached
questions.

Should you wish to apply for a scholarship through the CFA Society of Melbourne, please
complete both the attached form, and the CFA Institute form, and return by email to
education@melbourne.cfasociety.org.


THE DEADLINE FOR APPLICATIONS FOR THE DECEMBER EXAM IS
27th August 2010.

Enquiries can be made to education@melbourne.cfasociety.org.
APPLICATION FOR SCHOLARSHIP TO UNDERTAKE CFA EXAM
(to be completed together with CFA Institute application form)

CANDIDATE NAME


CANDIDATE NUMBER


COURSE LEVEL BEING UNDERTAKEN                                           1      2       3


EMPLOYER


Will your employer reimburse you for the course fees for
the CFA course?                                                  YES           NO


If Yes to the above question, what conditions apply (for example, reimburse after successful
completion of exam, any limit on amount reimbursed etc)




In the event you are successful in being granted a scholarship covering course fees for the
stipulated level of the CFA program, the CFA Society of Melbourne requires students to provide
a warranty that they will not seek reimbursement for course fees from an employer or other
organisation, nor claim the course fees as a tax deduction. Violation of this requirement will
constitute a breach of The Code of Ethics and Standards of Professional Conduct of the CFA
Institute.

Scholarships awarded under this program cannot be deferred. The CFA Society of Melbourne
requires successful scholarship applicants to sit for the exam on the stipulated date. Should a
student wish to withdraw from the course the CFA Society of Melbourne would request the
student to repay the scholarship.



CANDIDATE SIGNATURE

DATE

Please return by email to education@melbourne.cfasociety.org
APPLICATION FOR SCHOLARSHIP TO UNDERTAKE CFA EXAM

Name: _________________________


Can you please respond to the following questions:

1) Please provide your CV including your academic background. Please indicate if you are still a
student.

____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________


2) Please provide a statement as to your motivations behind undertaking the CFA program.

____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________

3) Please provide an argument as to why you believe you are deserving of a scholarship.

____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________


Please keep responses brief, in the order of 100 words or less for each question.

								
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