WCM and CFA Society Toronto Award Scholarship

The support you need in achieving your CFA designation.

WCM and CFA Society Toronto's Award Scholarship

This award scholarship gives recipients the jumpstart you need in working toward your CFA designation.


WCM and CFA Society Toronto are proud to continue our strategic partnership, providing up to 25 candidates with the opportunity to further their individual study programs by delivering access to invaluable resources and exam preparation materials.


As a result of the on-going COVID-19 situation, this program is currently under review for 2021.


The Award includes:


  • The Kaplan Premium Instruction Online Package OR the Kaplan Essential Self-Study Package   
  • A winners event with Sue Lemon, CFA Society Toronto CEO, and Camilla Sutton, WCM CEO

*Potential taxable benefit for recipients.

scholarship award eligibility

Award Criteria

  • Registered to sit for the June 2020 CFA exam;
  • Preference for level II and level III CFA candidates, but level I will be considered;
  • Must be a member of WCM or CFA Society Toronto;
  • Must be located in CFA Society Toronto's catchment area;
  • Must be employed within the industry;
  • Submission of written response to the following questions (maximum 100 words per question):
    • Why is diversity and inclusion important for finance?
    • Why is the CFA Charter an important piece of the profession?

Application Details

Applications are to be submitted to: [email protected].

Required information for inclusion: 

  • Confirmation of enrollment in the June 2020 exam; 
  • Written submission component (above);
  • Resume.

*Successful applications will be notified and announced in mid January. For any questions, please contact [email protected].

This scholarship is made possible by the commitment to diversity and the generous contribution from both the CFA Society Toronto and Kaplan Schweser. 

CFA-Tor-Kaplan.jpg#asset:47564


Award recipients will be provided with one of the following prestigious Kaplan | Schweser plans:

Premium Package (with online weekly class):

CORE

- SchweserNotes 
- Activity Feed 
- Kaplan Schweser App  
- SchweserPro™ QBank 
- Practice Exams (Volumes 1 & 2) 
- Video Lectures 
- Checkpoint Exams 
- Topic Assessments 
- Quicksheet 
- Resource Library 
- InstructorLink

STUDY MATERIALS:  Printed | eBook | Online 

- SchweserNotes, Quicksheet & Practice Exam Volume 1 Kit (Printed) 
- Practice Exams Volume 2 (Printed with Online Performance Tracker) 
- Weekly Class Workbooks (Printed) 
- SchweserNotes Volumes 1-5 & Quicksheet vKit (Print and eBook Package) 
- Practice Exams Volume 1 (Online) 
- Practice Exams Volume 2 (Online) 
- Weekly Class Workbooks (Online) 
- SchweserNotes (Online) 
- Schweser's QuickSheet (Online)

Essential Study Package:

CORE

- SchweserNotes
- Activity Feed - NEW
- Kaplan Schweser App - NEW
- SchweserPro QBank
- Practice Exams (Volumes 1 & 2)
- Checkpoint Exams
- Topic Assessments
- Quicksheet
- Resource Library



STUDY MATERIALS: Printed | eBook | Online


- SchweserNotes, Quicksheet & Practice Exam Volume 1 Kit (Printed)
- Practice Exams Volume 2 (Printed with Online Performance Tracker)
- SchweserNotes Volumes 1-5 & Quicksheet vKit (Print and eBook Package)
- Practice Exams Volume 1 (Online)
- Practice Exams Volume 2 (Online)
- SchweserNotes (Online)
- Schweser's QuickSheet (Online)

About CFA Society Toronto 
Founded in 1936, CFA Society Toronto is part of the worldwide network of CFA Institute member societies that lead the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society. CFA Society Toronto represents the interests of over 10,000 investment professionals in the Greater Toronto Area through advocacy, education, events, and professional development.  For more information visit http://www.cfatoronto.ca or follow us on Twitter @cfatoronto and on LinkedIn CFA Society Toronto.

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