|
- UID
- 595586
- 帖子
- 173
- 主题
- 12
- 注册时间
- 2013-12-12
- 最后登录
- 2017-8-12
|
2#
发表于 2014-8-13 10:23
| 只看该作者
本帖最后由 apf_cfaspace 于 2014-8-13 10:29 编辑
一、励志奖学金（Access Scholarships）：
该奖学金按需授予给任何无法全额负担CFA 考试注册费和报名费的考生。
名额：每年全球超过2600个（官网数字：共有2656人获得2014年励志奖学金）。
评审准则：
根据考生所在地分地区评审，首先考虑考生经济状况（全职学生比在职人士更容易获得该奖学金），其次是学业/职业成就（要在个人陈述中证明自己有能力成为CFA持证人）、克服的困难、对社区的贡献、对获得CFA证书的兴趣等等。
获奖截图：所有获奖者均会收到CFA协会发来的邮件。
（一）奖励内容：
1、免除CFA考试的注册费（针对一级）；
2、减免考试报名费（包括电子版教材）至250 美元。
注1：该奖学金适用于全部三个级别的考试。
注2：无论考试费用多高，一律减免至250 美元，不受考试级别和报名阶段的影响。因此对于一级第三阶段报名考生减免幅度最大，总共省下了990美元（一级特有的注册费440美元+第三阶段和第一阶段报名费之差550美元）。
注3：奖学金不包含纸质版教材的费用，如需纸质版教材请另行购买。
注4：不必担心申请该奖学金会错过第一阶段报名。所有未申请到奖学金的考生都将获得180美元的优惠，仅限报名次年6月的考试，而第二阶段和第一阶段报名费之差刚好就是180美元，所以CFA协会考虑十分周到。强烈建议每位考生都尝试申请一下励志奖学金，尤其在单位不赞助的情况下，这是一个占优策略。
（二）奖励周期：
每年11月底（最迟12月份）将通知奖学金授予结果，当年授予的奖学金将被用于下一年度的考试中。如果被授予该奖，获得者可以申请的奖学金有如下两类：
次年6月考试（Ⅰ级，Ⅱ级，Ⅲ级）或
次年12月考试（只限Ⅰ级）。
注1：一旦申请奖学金，必须等到奖学金授予结果发放以后才能报名考试，否则奖学金申请自动作废，报名费不返还。
注2：获得奖学金以后，务必按照协会邮件里面的指示在规定截止日期之前报名考试。错过截止日期，奖学金自动作废。
注3：一旦利用奖学金成功报名当年的考试，必须出席此次考试，否则将被取消未来申请励志奖学金的资格。
注4：每年度只能申请一次奖学金，但次年可继续申请，评审完全独立，因此考生有机会多次获得奖学金。
（三）重要日期：
每年的重要日期可能略有变化，以2014年考试励志奖学金申请时间为例：
起始日期2013 年3 月1 日，截止日期2013 年9 月15日，期间必须完成申请。
官网最新通知：2015年励志奖学金的申请起始日期为2014年3 月1 日，截止日期尚未公布。
注：评审工作会在奖学金申请截止以后统一进行，因此不必担心“先申先得”的问题。
（四）注意事项：
1、奖学金申请人，可以是从未报名过的新考生也可以是目前在考的考生。对于申请人没有最低或最高的收入或资产水平要求。
2、如果考生目前的雇主企业有提供任何经济援助的话，该考生将没有资格申请该奖学金。
3、考生每年度只能申请一次奖学金。如果一个申请人同时申请了励志奖学金和荣誉奖学金，如果获得了励志奖学金，荣誉奖学金的申请将被作废。
4、在提交奖学金申请，考生应该提供以下证明材料：
（l）同意遵守由励志奖学金官方制定规则；
（2）证明申请人自己不存在官方规定的利益冲突、关联关系。如果有任何潜在的利益冲突、关联关系己经显现，申请人必须进行充分的披露；
（3）证明申请人目前的雇主没有对申请人参加CFA 考试提供任何经济援助；
（4）证明申请人在申请过程中提供的信息是正确的和真实的；
（5）证明申请人无法获得足够的资金来全额支付CFA 考试费用；
（6）允许CFA 协会公布或评估申请人在申请过程中的信息。
注意：以下是CFA 协会规定的利益冲突或关联关系，凡存在下列情况的申请人需在申请中充分披露：
（l）奖学金申请人有亲属在CFA 协会任职或是CFA 会员；
（2）申请人聘请CFA 协会工作人员为个人提供咨询服务；
（3）申请人目前或过去曾是CFA 协会的工作人员或CFA 协会的会员；
（4）申请人受到过CFA 协会的处罚；
（5）申请人目前所从事的活动会给CFA 协会带来负面效应的。
（五）申请步骤
第一步：进入官网，进入CFA 项目中的奖学金项目
第二步：点击进入申请页面
第三步：选择奖学金申请
第四步：选择申请的奖学金
第五步：填写个人基本信息，*部分为必填信息
第六步：完成一篇个人陈述
Personal Statement
Please tell us why you would like to earn the CFA charter. How will this scholarship help you achieve your goals?
Note that you are limited to 2500 characters (approximately 400 words).
第七步：填写两个支持并了解你情况的联系人的信息，CFA协会工作人员及CFA协会会员不包括在内
第八步：填写一位对你有经济依赖的家庭成员的信息
第九步：填写个人及家庭收入情况
第十步：家庭资产及投资情况
最后：最终确认所填写信息，并提交
注：个人陈述中要表明自己对取得CFA证书的向往，描述自己面临的经济困难以及克服的障碍，同时用自己的学业/职业成就证明自己有能力通过CFA考试，并最终拿到CFA证书。
下面有两篇个人陈述范文可供参考：
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. |
|
