The Carlson School Master of Science in Finance program is a CFA University Affiliate, as conferred by the Chartered Financial Analyst Institute.

As such, the Master's in Finance program covers a significant portion of the CFA Program curriculum and conforms to the CFA Institute Code of Ethics while preparing students for the CFA exam. The CFA Program instills a combination of practical skills in investment analysis and portfolio management and ethical principles.

By earning the CFA designation, you’ll enhance your skill set and professional prospects. Many MS in Finance students choose to sit for the CFA exams to complement their Master of Science in Finance degree from the Carlson School.


CFA Scholarships

The University of Minnesota’s partnership with the CFA Institute provides access to scholarships that help alleviate the cost of sitting for the CFA exam. Each year, the Carlson Funds Enterprise administers the 15 scholarships, which include access to the curriculum eBook and reduces the exam registration fee to $350.

Visit the CFA Institute website for:

Request a scholarship by downloading, printing, and completing an application. Note that the CFA requires a “wet” (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.

Drop off your completed application in the Carlson Funds Enterprise office (CSOM 1-170A, accessed through 1-170 or 1-160). You can leave it with Kelley Vanda or Susanna Gibbons or drop it in the labeled box just outside of 1-170C on the side of the metal cabinet.


CFA Institute Research Challenge

As a student in the MS in Finance Program, you may choose to participate in the CFA Institute Research Challenge. In this worldwide competition, student teams research an assigned publicly traded company, work with an industry mentor, draft a report, and present their work to investment professionals.

More than 5,000 students from over 1,000 universities around the world take part in the challenge. The Carlson Funds Enterprise organizes the Carlson School’s team, which starts the competition in the Upper Midwest Research Challenge (hosted by CFA Society Minnesota).

Visit the CFA Institute website to learn more about the competition and contact the Carlson Funds Enterprise to participate.