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B. Reference to CFA Institute, the CFA Designation, and the CFA Program.
When referring to CFA Institute, CFA Institute membership, the CFA designation, or candidacy in the CFA Program, Members and Candidates must not misrepresent or exaggerate the meaning or implications of membership in CFA Institute, holding the CFA designation, or candidacy in the CFA Program.
CFA Institute's members, CFA charterholders, and candidates in the CFA program must utilize their designation in the correct manner so as not to mislead the investing public. Since achievement of the CFA charter signifies a certain degree of knowledge, the public and clients expect a certain degree of knowledge when encountering the CFA designation.
CFA Institute membership
Requirements to be granted the right to use the CFA or Chartered Financial Analyst designation:
If a member fails to meet any of these requirement, he or she cannot claim him- or herself to be a member.
Members should reference membership in a dignified and judicious manner; if necessary, this would include an accurate explanation of the requirements for obtaining membership.
Using the Chartered Financial Analyst designation
CFA charterholders may use the term "Chartered Financial Analyst" or "CFA" in a proper, dignified, and judicious manner (if necessary, with an accurate explanation of the requirements for obtaining the right to use the designation).
Referencing candidacy in the CFA Program
CFA candidates may reference their participation in the CFA Program, but the reference must clearly state that an individual is a CFA candidate and cannot imply that the candidate has achieved any type of partial designation.
About the CFA mark
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