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February 7, 2020
邱頎鈞申請CFA考試獎學金的心得分享

 

邱頎鈞是我的CFA Level I課程一對一學員,也是高雄大學金融管理學系應屆畢業生。我都鼓勵要報考國際金融證照的學員,在報名考試前先申請報考國際金融證照的獎學金,可以省下不少錢。

 

當然她也順利通過CFA Level I考試,目前正在忙著澳洲研究所課程與準備CFA Level II考試。感謝她在百忙中抽空分享申請到報考CFA Level I考試獎學金與申請到報考CFA Level II考試獎學金的心得。

 

以下是邱頎鈞的心得:

 

身為2019及2020 CFA Access Scholarship的得獎者,這筆獎學金給予我征服CFA考試的勇氣!

以下是撰寫申請書的技巧:

 

請先參考協會公布的獎學金評定標準:

" While financial need will be strongly considered, awards may be based on a combination of factors, including financial need; the academic, professional, or other accomplishments of the candidate; obstacles overcome by the candidate; contributions to the local community; the candidate’s interest in pursuing the CFA charter; and other personal characteristics that indicate the individual is a strong candidate to receive an Access Scholarship and become a CFA charterholder. "

協會將從申請人資料、財務狀況及申請書,判斷是否符合上述標準。填寫申請表格時,除了如實填寫外,申請書更要盡量將個人故事和申請動機,以具備上述特質的口吻撰寫。我想,協會期望看到的應該是獎學金能幫助申請者圓夢,並且補助給能提高協會權威性、認同協會願景的人。

 

節錄自我的2020年獎學金申請書:

 

1.       Financial need經濟上的困境

" The CFA access scholarship would definitely help me achieve my goal of becoming a CFA charter holder faster as I would otherwise spend a long period saving up for the exam fees. "

 

2.       The candidate’s interest in pursuing the CFA charter

考取CFA證照能替申請人的專業背書,幫助申請人取得理想工作

" I believe pursuing the CFA certification makes me being a better financial analyst with professional knowledge and in-depth perspectives. "

 

3.       Contributions to the local community取得CFA證照能申請人成為對社會有貢獻的人

" I sincerely hope that I could be a CFA charter holder and make an effort to Taiwan financial market. "

 

Access Scholarship 申請從每年3/1開始,9/15截止,補助隔年的考試費用。

 

我有參考這些資料:

Why Hire a CFA® Charterholder

https://www.cfainstitute.org/en/about/employers/hire

CFA scholarship essay – example

http://www.freeonlineresearchpapers.com/cfa-scholarship     

How I won a scholarship from the CFA Institute

http://www.davidapaflo.com/2013/08/how-i-won-scholarship-from-cfa-institute.html

How do I write an effective application for CFA scholarship?

https://www.quora.com/How-do-I-write-an-effective-application-for-CFA-scholarship

How to Get A CFA Exam Scholarship                          

https://www.300hours.com/articles/how-to-successfully-get-a-cfa-exam-scholarship#.XX4rRC4zZ0x

 

祝福每位同學都能順利申請到獎學金!

 

 

 

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