- CFA Exams
- CFA Level I Exam
- Topic 10. Ethical and Professional Standards
- Learning Module 3. Guidance for Standards I-VII
- Subject 22. Standard VII (B) Reference to CFA Institute, the CFA Designation, and the CFA Program
CFA Practice Question
To summarize his investment qualifications, John states in his resume:
......
Profile
A CFA with more than 10 years' equity analysis experience.
......
Has John violated any CFA Institute's code?
Correct Answer: Yes
He cannot use the CFA designation as a noun rather than an adjective. He may state that he is a CFA charterholder, or that he has been awarded the right to use the Chartered Financial Analyst designation.
User Contributed Comments 8
| User | Comment |
|---|---|
| kalps | John cannot say he is a CFA (noun, should state that he is a CFA charterholder or he has been awarded to use the CFA designation |
| shasha | but on John's name card, it's ok to print "John, CFA". |
| Gina | ... as long as his CFA designation is not suspended. |
| SueLiu | Don't forget the dues! (That is such underhanded bullsh*t by the way!) |
| sunilcfa | One of our previous clients was a cfa and he used to state cfa across his name in his biz card, letter heads, and emails. I am sure its allowed like that, but cannot say "A CFA" but "I am a CFA (charterholder" may be written or not) ..." may be allowed i suppose. |
| tybe0012 | adjective |
| marianne1 | cfa can not be used like a noun just as apposizione. see answer |
| gerdvar | Just stick with CFA as an adjective ONLY and to grammar |