My career objective is to become a leading Investment/ Financial/ Portfolio Adviser with 

great intellectual resources and skills. I work as a financial analyst in Group financial 
reporting, with Credit Suisse (Pune-India) since 2016. 

I come from a humble background where my family worked extremely hard to provide me 
with the opportunity to pursue Chartered Accountancy course along with graduation. I’ve 
been a consistent performer throughout my education and always featured among the 
brightest minds despite having limited resources. After landing a job, I continued with my 
ambition to gain knowledge in the finance world by completing Cost Management Accountant 
and Company Secretary courses. I keep myself up-to-date with the Finance and 
investment-related subjects available on my organisation’s portal and from other open 
sources. My friends and I have formed a small financial advisory forum where we conduct 
knowledge sharing sessions and help the local community and small businesses manage their 
finances. 

I want to become part of a CFA charter which is an internationally respected qualification, 

with its members driving the development of capital markets and spearheading development 
projects. The distinguishing knowledge of CFA shall broaden my scope to provide investment 
assistance to the community and fulfil my aspiration to become a part of front-end 
Investment/Private Banking and Wealth Management. 

The CFA knowledge will lead me to become a capital planner or business controller in the 
near future. The Wisdom, standards and ethics imbibed in CFA will help me become a better 
manager and leader in fostering an enabling environment for investing. The expertise and 
skills acquired will result in more effective and efficient performance for my current/future 
organisation and also financial stability to my profile which will help me to serve my 
dependent parents and grandmother. 

My determination accompanied with CFA Access scholarship would help me achieve the 
charter by the age of 28 (currently 25) as I would otherwise spend a long period saving up for 
the exam fees due to my current financial status (as my present employer don’t fund CFA 
course for my current profile). 

Hence I request you to sponsor my certification through scholarship and help me become the 
representative of the CFA society in India so that I can get a chance to help build this 
community economically stronger with my skills and integrity. Thank you for your valuable 
time to review my application