Getting Scholarships for the CFA® Exam

Uncovering the Resources
Earning a CFA® charter is an important accomplishment for a finance professional. While the costs associated with the CFA exam and study materials can be substantial, numerous scholarships are available from the CFA Institute and other “outside” sources. To enhance your chances of securing a scholarship, ensure you meet all the necessary prerequisites before applying.
An excited candidate finding out that she was awarded one of the many scholarships offered by the CFA Institute
Step 1
Research Available Scholarships
The first step in getting a CFA scholarship is researching. Many professional organizations, including CFA Institute, offer scholarships to students pursuing a career in finance. Many universities and colleges also offer scholarships for students pursuing a CFA charter.
Step 2
Meet the Eligibility Criteria
Before applying for a scholarship, ensure you meet the eligibility criteria. This may include having a certain grade point average, being enrolled in a specific program or major, or having a certain level of work experience.
Step 3
Prepare Your Application
Have a well-written and well-organized application when applying for a scholarship. This may include submitting transcripts, letters of recommendation, a personal statement, a compelling essay, and a resume.
Step 4
Submit Your Application
Once complete, submit the application on time. Late applications likely will not be considered.

Apply for a UWorld Accounting or Finance Scholarship

Are you ready to elevate your finance career? Let us help you make your goal a reality!

We are proud to offer 20 exceptional candidates per year a product scholarship for full access to a UWorld CFA, CPA, or CMA Elite-Unlimited Course of their choice, including free shipping.

Apply Today

Spring Application Window

  • Ten (10) scholarships will be awarded across UWorld Accounting and Finance courses
  • Applications are accepted year round
  • Applications received prior to March 31 will be considered for the spring scholarships
  • Scholarship recipients announced: First week of April
  • Scholarships awarded: By April 30

Fall Application Window

  • Ten (10) scholarships will be awarded
  • Applications are accepted year round
  • Applications received prior to October 31 will be considered for the fall scholarships
  • Scholarship recipients announced: First week of November
  • Scholarships awarded: By November 30

Apply Today

About UWorld Cares

UWorld is proud to sponsor over $4 million in course scholarships annually for deserving students.

The UWorld Accounting & Finance Scholarship underscores our commitment to driving success in education by investing in communities through its company-wide philanthropic initiative, UWorld Cares.

Our funding focuses on:

  • Expanding and improving educational programs.
  • Creating a stronger pathway to higher education.
  • Addressing workforce skills gaps.
  • Removing barriers to higher education.

Your Future in Finance Starts Here

At UWorld, we believe that financial barriers shouldn’t stand in the way of your professional growth. Our Accounting & Finance Scholarship is designed to empower ambitious candidates like you by providing access to world-class CFA, CPA, and CMA exam prep.

If you’re ready to take the next step in your finance or accounting career, don’t miss this opportunity. With 20 scholarships awarded annually, now is the time to apply and take advantage of our industry-leading resources.

Invest in your future—apply for a UWorld scholarship today!

Apply Today

Frequently Asked Questions (FAQs)

For the spring application window, scholarship recipients are announced during the first week of April.

 

For the fall application window, recipients are announced during the first week of November. You will receive an email notification if you are selected.

Yes! Applications are accepted year-round. If you don’t receive a scholarship in the spring cycle, your application will still be considered for the fall—no need to reapply unless your information changes.

Winners receive full access to a UWorld CFA, CPA, or CMA Elite-Unlimited Course, including free shipping on printed materials.

The scholarship is open to students and professionals pursuing careers in finance or accounting. We especially encourage applications from individuals who demonstrate academic excellence, financial need, or a strong passion for their chosen field.

We award a total of 20 scholarships annually—10 in the spring and 10 in the fall—across all UWorld Accounting and Finance courses.

Use the application form on this page. Be prepared to include a resume, a short personal statement, and any supporting documents (like transcripts or letters of recommendation) that showcase your qualifications.

Note: The exact process for claiming a CFA Institute scholarship may vary depending on the specific scholarship program you applied for. Be sure to follow the instructions provided in your award notification.

Read More About the CFA Exam

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