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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 https://www.cfainstitute.org/en/programs/cfa/scholarships/student 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 tie@miami.edu. 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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