AuthorTopic: How do you check if someone is a CFA charterholder?
@2018-07-08 07:38:49
I have searched this site and also the CFA site but I may missed it. I could not find a "CFA Registry" link. This is a simple registry wherein you key in the name of the person and it will give the current status. e.g. we have one for a public FINRA Broker/Registered Rep check link to give the complete professional license and employment/regulatory violation history (if any) of any broker or an investment adviser or an investment firm before one commits their funds to this firm or individualâ??s professional care. Other highly regarded professional certifications, such as PMP, also have public registry check links. I don't want to be able to call a CFA phone line or send an email to them to research this basic information. Perhaps, there is a good reason for not providing such a public registry for CFA charterholders?
@2018-07-11 11:35:19
If you are a charterholder, you can access the database of other charterholders and see if their name is in there. However, if they happen to have the same name as another charterholder, that can mess you up.

All charterholders have member numbers (which tends to be the same as your candidate number). You can ask them to supply this number if you like, then email CFAI to have them validate the name.
@2018-07-20 16:02:47
Unless they changed it, the registry is case sensitive and will also only look for EXACTLY what you type. For example, if you want to check on Rob Smith and he is in the CFAI system as Robert Smith, I don't believe his name will come up by searching for robert smith or Rob Smith.

CFA Discussion Topic: How do you check if someone is a CFA charterholder?

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