SCHOLARSHIP APPLICATION

SOCIETY CFA© SCHOLARSHIP PROGRAM — JUNE 2011

Society scholars must fulfill all CFA candidate requirements to register. If

society scholars are undergraduate students, they must be in the final year
of their degree program.

Candidate Cost:
• This scholarship will waive the Enrollment fee and a portion of the
Registration fee. For 2011, candidates will have the following
registration options: eBook only (US$185), print books only (US$245),
or eBook and print books (US$275).
• The chosen scholarship candidate will be responsible for the fee.

Important dates:
• Scholarship application due date: 1 January 2011
• Notification of scholarship award: 21 January 2011

Complete the following (please print):

June 2011 Exam Enrollment Level I II III (circle one)

Candidate No.:_______________ Social Security/National Id. No.:______________
Name: _______________________________________________________________________
Mailing Address:_____________________________________________________________
City:___________________________ State:___________________ Zip:______________
Home Phone:_________________ Work Phone:_________________ Fax:_______________
E-Mail:______________________________________________________________________

Have you already registered for the CFA exam? [ ] Yes [ ] No

Are you a member of a CFA Institute Society? [ ] Yes [ ] No
If yes, which society:_________________________________________________

Are you employed? [ ] Yes [ ] No

If yes: [ ] Part-time [ ] Full-time
Name of employer:____________________________________________________________
Address of employer:_________________________________________________________
Occupation:__________________________________________________________________
May we contact your supervisor? [ ] Yes [ ] No
If yes, name of supervisor:____________________ Phone:_________________

Are you a student? [ ] Part-time [ ] Full-time

Highest degree held:___________________________________________________
Name of undergraduate college or university:___________________________
Name of graduate college or university:________________________________
If no degree is held, when do you expect to graduate?__________________
Current field of study:________________________________________________
Name of Professor:___________________________ Phone:___________________

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Why do you want to achieve the CFA© Charter?_________________________________
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Briefly describe your involvement in activities and organizations:___________

_____________________________________________________________________________
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Briefly describe your financial need for this scholarship:___________________

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I heard about this scholarship from:_________________________________________

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Optional Attachments: Resume

College Transcript
Letter of Recommendation

__________________ ___________________________________
(Date) (Signature)

Please return this Application to:

CFA Society of Dallas-Fort Worth
Post Office Box 820516
Dallas, TX 75382-0516

Or Fax to (214) 692-9013