 |
 |
 |
|
|
|
PROGRAM GUIDELINESThe CFA Institute and The Research Foundation of CFA Institute have established a scholarship program to assist dependent children, spouses or domestic partners of those persons who died or were permanently disabled or victims permanently disabled as a direct result of the 11 September 2001 attacks, who plan to pursue education in college or vocational school programs now or in the future. Scholarships are offered each year for part-time or full-time undergraduate study in finance, economics, accounting or business ethics majors at an accredited institution of the student's choice. This scholarship program is administered by Scholarship Management Services®, a division of Scholarship America®. Scholarship Management Services is the nation’s largest designer and manager of scholarship and tuition reimbursement programs for corporations, foundations, associations and individuals. Awards are granted without regard to race, color, creed, religion, sexual orientation, age, gender, disability or national origin. A PDF version of these guidelines is also available.
Applicants to The CFA Institute 11 September Memorial Scholarship Program must be -
*Dependent children are children who qualified as federal tax exemptions to the deceased or disabled persons. AWARDSIf selected as a recipient, the student will receive an award of up to $25,000 (U.S.) depending on their financial need. Awards are not renewable, but students may reapply to the program each year they meet eligibility requirements. Recipients may receive the award a maximum of five years. Awards are for undergraduate study only. APPLICATIONInterested students must complete the application in English and mail it along with a current, complete transcript of grades and any other required documents to Scholarship Management Services postmarked no later than June 15. Grade reports are not acceptable. Online transcripts must display student name, school name, grade and credit hours earned for each course, and term in which each course was taken. Applicants will receive acknowledgment of receipt of their application. If an acknowledgment card is not received within three weeks, applicants may call Scholarship Management Services to verify that the application has been received. Due to differences in educational systems, applicants from countries other than the U.S. and Canada must provide the following materials:
Applicants are responsible for gathering and submitting all necessary information. Instructions for U.S. and Canadian students to assist in completing the Financial Data section of the application are available. Applications are evaluated on the information supplied; therefore, answer all questions as completely as possible. Incomplete applications will not be evaluated. All information received is considered confidential and is reviewed only by Scholarship Management Services. SELECTION OF RECIPIENTSScholarship recipients are selected on the basis of academic record, demonstrated leadership and participation in school and community activities, honors, work experience, statement of goals and aspirations, unusual personal or family circumstances, and an outside appraisal. Financial need as calculated by Scholarship Management Services must be demonstrated for the student to receive an award. Selection of recipients is made by Scholarship Management Services under the guidelines provided by CFA Institute. All applicants agree to accept the decision as final. Applicants will be notified in late July. Not all applicants to the program will be selected as recipients. Students may reapply to the program each year they meet eligibility requirements. PAYMENT OF SCHOLARSHIPSScholarship Management Services processes CFA Institute 11 September Memorial scholarship payments on behalf of CFA Institute. Payments are made in equal installments on August 15 and December 30. Checks are mailed to each recipient's home address and are made payable to the school for the student. OBLIGATIONSRecipients have no obligation to CFA Institute and The Research Foundation of CFA Institute. They are, however, required to notify Scholarship Management Services of any changes in address, school enrollment, or other relevant information and to send a complete transcript when requested. REVISIONSThe CFA Institute reserves the right to review the conditions and procedures of this scholarship program and to make changes at any time including termination of the program. This site administered by Scholarship Management Services, a division of Scholarship America. Visit our web site at www.scholarshipamerica.org. |