AuthorTopic: CFA Charter Pending - Improper use of Designation?
aashishg
@2018-09-06 14:38:59
I've seen a bunch of guys on LinkedIn, adding CFA Charter Pending after their name. Just to be clear I have no problem with them putting "I passed all three levels of the CFA Program and will be eligible for the CFA charter upon completion of the required work experience" in the Education/Experience or whatever section.

But doing this adds it after their name in the search results. Anyone know if this is allowed? It seems to be to be wrong similar to if they put "CFA Charter Pending" after their name on a business card.
sanish
@2018-09-07 15:11:37
Not allowed. Here's the email I got from CFAI on this - it's still a debated point, but it's not debatable (guy who used to say you could use it):
Thank you for contacting us. The use of 'charter pending' is not acceptable. We recommend "I passed all three levels of the CFA program and will be eligible for award of the CFA charter upon completion of the required work experience." Note that since your charter has been awarded, you may use the CFA designation.
aashishg
@2018-09-30 16:17:22
Yeah, I think CFAI needs to be clearer on this. They have a good page explaining how to display your status on LinkedIn, but it only covers Charterholders and Candidates not those who have pass 1, 2 or all 3 exams but are not registered for the next or awaiting work experience.

I ran a search using "Charter Pending" (with the quotations to ensure I got two words together) and got 475 results. I picked a few at random and they all had variations on CFA Charter Pending, some had mentioned requiring work experience most just had it in their education section.

But clearly CFAI needs to clarify this and possibly take action against some of those putting it after their name, like a partial designation. It's not fair for those who follow the rules and wait until they can use the designation.

CFA Discussion Topic: CFA Charter Pending - Improper use of Designation?

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I used your notes and passed ... highly recommended!
Lauren

Lauren