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- Topic: ethics question
| Author | Topic: ethics question |
|---|---|
| MartinKersten @2010-05-15 11:14:47 |
Bill Owens obtained his CFA charter in 2007, and began using the following letterhead: William J. Owens,* CFA** 222 Main Street Bank Building Anywhere, USA *member, CFA Institute **received CFA charter September 2007 In 2008, Owens did not renew his membership in CFAI. Accordingly, he must modify his letterhead by doing all of the following EXCEPT: A) deleting the "CFA" following his name. B) deleting the reference to when he received his CFA charter. C) deleting the reference to CFAI membership. D) none; all references to "CFAI" and "CFA" must be deleted. |
| javaapi @2010-05-16 07:45:47 |
i go with C -- still ok to keep cfa by his name. but once you stop paying dues you are no longer a member of CFAI. statement of when you receive the charter is a fact. i don't ever remember reading that you can't place an asterisk after the letters CFA. |
| jlukar @2010-06-03 10:21:39 |
now i'm glad i took a look at this question. and agree with B. just looked in the book: p. 21 "once a CFA charterholder stops paying dues, the right to use the CFA designation is suspended." p. 22 "individuals may state the year the designation was received ..." |
