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    CFA Scholarship Letter Sample

    Uploaded by

    Harshit Bhopale
    The document is a request by an individual for a CFA Access scholarship. It details their career objective to become an investment/financial adviser and background working as a financial analyst since 2016. It explains how obtaining a CFA charter would help broaden their scope to provide investment assistance and fulfil their aspiration to work in wealth management. The scholarship would help them achieve the charter faster than saving independently to cover exam fees, allowing them to become a representative of the CFA society in India and help build the local economic community.

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    CFA Scholarship Letter Sample

    Uploaded by

    Harshit Bhopale
    37K views1 page
    The document is a request by an individual for a CFA Access scholarship. It details their career objective to become an investment/financial adviser and background working as a financial analyst since 2016. It explains how obtaining a CFA charter would help broaden their scope to provide investment assistance and fulfil their aspiration to work in wealth management. The scholarship would help them achieve the charter faster than saving independently to cover exam fees, allowing them to become a representative of the CFA society in India and help build the local economic community.

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    This sample letter can be used to prepare your essay for CFA Access scholarship

    Original Title

    CFA Scholarship letter sample

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    The document is a request by an individual for a CFA Access scholarship. It details their career objective to become an investment/financial adviser and background working as a financial analyst since 2016. It explains how obtaining a CFA charter would help broaden their scope to provide investment assistance and fulfil their aspiration to work in wealth management. The scholarship would help them achieve the charter faster than saving independently to cover exam fees, allowing them to become a representative of the CFA society in India and help build the local economic community.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    37K views1 page

    CFA Scholarship Letter Sample

    Uploaded by

    Harshit Bhopale
    The document is a request by an individual for a CFA Access scholarship. It details their career objective to become an investment/financial adviser and background working as a financial analyst since 2016. It explains how obtaining a CFA charter would help broaden their scope to provide investment assistance and fulfil their aspiration to work in wealth management. The scholarship would help them achieve the charter faster than saving independently to cover exam fees, allowing them to become a representative of the CFA society in India and help build the local economic community.

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    © All Rights Reserved
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    My career objective is to become a leading Investment/ Financial/ Portfolio Adviser with 

    great intellectual resources and skills. I work as a financial analyst in Group financial 
    reporting, with Credit Suisse (Pune-India) since 2016. 

    I come from a humble background where my family worked extremely hard to provide me 
    with the opportunity to pursue Chartered Accountancy course along with graduation. I’ve 
    been a consistent performer throughout my education and always featured among the 
    brightest minds despite having limited resources. After landing a job, I continued with my 
    ambition to gain knowledge in the finance world by completing Cost Management Accountant 
    and Company Secretary courses. I keep myself up-to-date with the Finance and 
    investment-related subjects available on my organisation’s portal and from other open 
    sources. My friends and I have formed a small financial advisory forum where we conduct 
    knowledge sharing sessions and help the local community and small businesses manage their 
    finances. 

    I want to become part of a CFA charter which is an internationally respected qualification, 


    with its members driving the development of capital markets and spearheading development 
    projects. The distinguishing knowledge of CFA shall broaden my scope to provide investment 
    assistance to the community and fulfil my aspiration to become a part of front-end 
    Investment/Private Banking and Wealth Management. 

    The CFA knowledge will lead me to become a capital planner or business controller in the 
    near future. The Wisdom, standards and ethics imbibed in CFA will help me become a better 
    manager and leader in fostering an enabling environment for investing. The expertise and 
    skills acquired will result in more effective and efficient performance for my current/future 
    organisation and also financial stability to my profile which will help me to serve my 
    dependent parents and grandmother. 

    My determination accompanied with CFA Access scholarship would help me achieve the 
    charter by the age of 28 (currently 25) as I would otherwise spend a long period saving up for 
    the exam fees due to my current financial status (as my present employer don’t fund CFA 
    course for my current profile). 

    Hence I request you to sponsor my certification through scholarship and help me become the 
    representative of the CFA society in India so that I can get a chance to help build this 
    community economically stronger with my skills and integrity. Thank you for your valuable 
    time to review my application 

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