|Author||Topic: ethics question|
|Bill Owens obtained his CFA charter in 2007, and began using the following letterhead:
William J. Owens,* CFA**
222 Main Street Bank Building
*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.
|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.|
|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 ..."