APPLICATION

CFA® Society of Iowa Scholarship Program—June 2011 Exam

Society scholars must fulfill all CFA candidate requirements to register. If society scholars are undergraduate students, they must be in the final year of their degree program.

What the scholarship covers:

CFA Program enrollment fee (if applicable)is waived and the registration fee is discounted. Society scholars pay only the cost of curriculum and shipping costs ($185/eBook, $245/print, and $275/eBook and print) plus any applicable taxes and import duties.Curriculum discounts apply for returning candidates. The feeis non-refundable and non-transferable. Scholarships cannot be deferred to another exam offering.

Complete the following (please print):

June 2011 Exam Enrollment Level I II III (circle one)

Candidate No.: ______

Name: ______

Mailing Address: ______

City: State: Zip: ______

Home Phone: ______

Work Phone: ______

Fax: ______

E-mail: ______

Have you already registered for the CFA exam? [ ] Yes [ ] No

Are you a member of the CFA Society of Iowa? [ ] Yes [ ] No

Are you employed? [ ] Part-time [ ] Full-time

Name of employer: ______

Address of employer: ______

Occupation: ______

Are you a student? [ ] Part-time [ ] Full-time

Level of school completed: ______

Name of undergraduate college or university: ______

Name of graduate college or university: ______

Highest degree held: ______

If no degree is held, when do you expect to receive your degree? ______

Current field of study: ______


APPLICATION

CFA® Society of Iowa Scholarship Program—June 2011 Exam

Why do you want to achieve the CFA® Charter?

Briefly describe your involvement in activities and organizations:

Briefly describe your financial need for this scholarship:

I heard about this scholarship from:

Optional:

Attach Resume

Attach College Transcript

Include a Letter of Recommendation

______

(Date) (Signature)

Please return this Application to:

Milt Milloy

Principal Global Investors

711 High St. G-27

Des Moines, IA 50392-0880

Deadline: January 17, 2011