Tuition Assistance Westfield Capital offers tuition assistance for employees who wish to enroll in job-related degreed graduate and undergraduate programs at accredited institutions. Employees will be eligible to enroll in an MBA program or a CFA program after 6 months of service with the Company. The maximum annual benefit is $10,000 for a full-time employee and will be pro-rated for part-time employees working over 20 hours. CFA Assistance The Boston Security Analysts Society sponsors weekly course work for candidates who wish to apply for the three levels of examinations leading to the designation of Chartered Financial Analyst. Westfield wishes to encourage qualified employees to take the examinations and seek the CFA designation. Westfield will assist employees, governed by the following policies: • The candidates will be reimbursed for fees, books and materials for the weekly preparatory courses sponsored by BSAS. • Westfield will pay for the first examination at each level for each candidate. If successful, the candidate will be reimbursed for similar expenses at the next level. If the candidate wishes to re-take an exam a second time, Westfield will reimburse the candidate for the exam fee if he/she successfully passes. • Westfield will reimburse an employee for exam fees, books and materials, and weekly prep courses sponsored by BSAS for each level of the CFA. • If the candidate fails an examination, Westfield will not reimburse for expenses for re-examination at the level of the failure. Upon re-examination, if the candidate is successful, Westfield will reimburse for the examination at the next higher level. Westfield will not reimburse candidates for secondary courses, “cram” courses or other course work, except as described above. ADDITIONAL BENEFITS 19 // 2026 Employee Benefit Guide
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