CFA University Affiliation Program

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

As such, the Master in Finance program covers a significant portion of the CFA Program Candidate Body of Knowledge (CBOK) in the 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 Institute





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 School of Management administers 14 scholarships, which include access to the curriculum eBook and reduces the exam registration fee to $350. To apply for scholarship please go to the following link.

Visit the CFA Institute website for:


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 School of Management 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.

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