The Carlson Funds Enterprise is proud to be a CFA University Affiliate, and has been for a number of years.

Working closely with CFA allows the CFE to help grant students access and exposure to a professional program that will help their transition to the professional world. Students are invited to attend seminars and events, introduced to some materials covered by CFA exams, and are eligible for scholarships to help subsidize the cost of sitting a CFA exam should they want to pursue accreditation.

CFA Research Challenge

The CFE organizes a team of interested students to compete in the CFA Research challenge. From the CFA Institute website: “The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company — sometimes even meeting face-to-face with company management. Each team writes a research report on their assigned company with a buy, sell, or hold recommendation and may be asked to present and defend their analysis to a panel of industry professionals.”

To learn more, please visit the CFA Institute website.

If you would like to participate in the CFA Research Challenge with the Carlson School team, please contact us.

 

CFA Awareness Scholarships

The CFE administers the 15 scholarships that the University of Minnesota receives annually to eligible students interested in taking the CFA charter exam. The CFA also offers scholarships to women keenly interested in earning the CFA charter.

The award, if given, includes access to the curriculum eBook and reduces the exam registration fee to $350. To see the CFA Institute’s requirements to register for the CFA Exam, click here.

Other useful information before requesting a scholarship:
CFA Exam Calendar
CFA Testing Policies
December Exam Test Center Locations
June Exam Test Center Locations

To request a scholarship:

  1. Download, print, and fill out this application. The CFA requires a “wet” - as in ink on paper - signature, so please be sure to sign where indicated even if you fill out the rest of the form electronically before printing.
  2. Drop off your application in the CFE office (CSOM 1-170A, accessed through 1-170 or 1-160). You can leave it with Kelley or Susanna, or drop it in the labeled box just outside of 1-170C on the side of the metal cabinet.