2017-09-07 / Business News

Finance students invited to apply for scholarships

CFA Society Naples, a nonprofit organization that brings together professionals in finance, including wealth managers, financial advisers and analysts who adhere to ethical and professional standards within the investment industry, offers $1,000 academic scholarships to deserving university students who are studying finance.

Recipients must be undergraduate finance majors or graduate students in an MBA program with a declared finance concentration. They must have an overall GPA or at least 3.0 and must have at least one more semester remaining prior to graduation.

The application deadline is Friday, Sept. 29, via email to Travis Jones, Ph.D., a professor of finance at Florida Gulf Coast University and a member of the board of CFA Society Naples, at tljones@fgcu.edu.

Applicants must submit a 500- to 1,000- word essay describing why they deserve the scholarship, how it fits into their major, their plans for the future and their goals for obtaining a CFA charter.

Mr. Jones serves on the CFA Society Naples committee that will conduct applicant interviews in October and select the recipients.

Approximately 130 financial professionals in Southwest Florida belong to CFA Society Naples, a member of the global CFA Institute. The executive committee for 2017-18 consists of Loren McDougall of Wasmer, Schroeder & Co., president; Jack Clark, CFA, CFP, The Colony Group, vice president; Richard Smith, CFA, treasurer; and Omar Bhangia, PNC Wealth Management, secretary.

CFA Society Naples sponsors monthly lunches with finance experts and hosts an annual forecast dinner. The society also encourages professional development through the Chartered Financial Analyst program. For more information about membership and to register for events, visit www.cfasociety.org/naples. ¦

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