The CFA Society of Orange County Foundation ("CFAOCF") is proud to announce the availability of two different scholarship programs:


1. Undergraduate Scholarship for Economic/Finance Majors and related fields of study for those interested in Investment Studies in Orange County.

$2,500 Scholarship

Objective: To reward students for their academic achievements and encourage their pursuit of a career in the professional management industry.

Eligibility Requirements:

• Be an undergraduate business student with junior or senior standing
• Be enrolled at an accredited university with a presence in Orange County
• Be enrolled in at least 6 credit hours per semester (i.e., at least half-time)
• Have completed at least three-hour Economics/Finance courses with a grade of "B" or better
• Have (intend to have) a major or minor in or intend to emphasize Economics/Finance/Investments

Deadline: Applications must be postmarked by April 15, 2010
To download the announcement and application,  click here.

2. CFA Exam Scholarships for CFA candidates. There are two different scholarships that cover either the cost of the exam or the study materials.

CFA Cost of Exam Scholarships

• Exam Scholarships (Candidate pays $225 and the balance is paid by the CFA Institute)

CFA Study Materials Scholarships

• Stalla Premium Package Scholarship (value is approximately $1,300)
• Schweser Basic Study Materials Scholarship (value of each is approximately $499)

Eligibility Requirements:

• Candidate must write a letter requesting the scholarship and state why s/he is deserving of the scholarship. Scholarships are awarded on a needs basis.

Deadline: Letter must be postmarked by January 15, 2010. Letters may also be submitted by fax.