Apply for Financial Assistance

We're here to help you achieve your CFA or CPA certification goals. Please complete the application below with a thoughtful essay explaining your situation and aspirations.

Application Requirements

Personal essay (500-1000 words) describing your career goals and financial need
Proof of exam registration or intent to register
Current resume or CV
Optional: Letters of recommendation

Personal Information

First Name *

Last Name *

Email Address *

Phone Number

Certification Pursuing *

Personal Essay

Please write a personal essay (500-1000 words) addressing the following:

Your career goals and how CFA/CPA certification fits into your plans
Your current financial situation and why you need assistance
What this opportunity would mean to you and your future
How you plan to give back to the community once you achieve your goals

Word count: 0

Supporting Documents

Upload Additional Documents

You may upload your resume, proof of exam registration, or other supporting documents (PDF, DOC, DOCX files only, max 5MB each).

Click to upload files or drag and drop

PDF, DOC, DOCX up to 5MB each

Applications are reviewed monthly. You will receive a confirmation email upon submission.