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CFA Scholarship Application

Updated for Year 2020: UM-Miami Herbert CFA student scholarship application instructions

UM-Miami Herbert finance department offers a limited number of CFA “Student Scholarships” sponsored by the CFA Institute. The scholarships are offered on a competitive basis. Application deadlines are July 1 for December exams and December 31 for June exams. To be considered, you need to satisfy the following:

  1. You are a full time UM undergraduate senior or a UM graduate student. You must have at least one full semester of UM course work on your transcript. You need to submit a UM transcript. Your UM transcript should be available online by mid-December / May. Once it is available, submit it as soon as possible.
  2. Submit your CFA Student Scholarship application online at and obtain your CFA ID number.
  3. Fill out the UM CFA scholarship application form 
  4. Submit the following documents via email to Dr. Tie Su at Incomplete applications will not be considered.
    1. All post-high school transcripts, including your UM transcript.
    2. A paragraph stating why you should be considered to be a scholarship recipient.
    3. Your C.V.
    4. A picture of you.

Your application outcome will be available around August 30 and January 30.

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