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busprof

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tT
发表于 2011-9-30 18:15 | 只看该作者

Quick Question

currently, everyone, interest, related
Compliance group at my work asked me to submit a bio. in the interest of not having to update it time and time again - related to CFA, I closed it out by saying, "I am currently pursuing my CFA Charter".

Am I within reason or in violation of the CFA rules? If anyone can chime in before i submit my bio, I would appreciate it.

Thank you everyone
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NakedPuts00

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2#
发表于 2011-9-30 18:20 | 只看该作者
I think you can put that, but should reference your status (Sitting for L2 in June or whatever). You'd put "pursuing CFA Charter, sitting for Level 3 exam June 2011 " or something. I'd email CFAI though with the verbiage you're considering.

I'd be careful about saying "Pursuing CFA Charter", might be OK but might now - good question for CFAI.

_____________________________________________________
-My friend QQQbbe, we will never forget you.

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random_walker47

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3#
发表于 2011-9-30 18:26 | 只看该作者
you can call yourself a 'CFA Candidate' and what exam you will be sitting for

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b_sea93

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4#
发表于 2011-9-30 18:32 | 只看该作者
Thanks Jcole, appreciate your help....I'm waiting on CFAI to reply back as well.

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dirk01

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5#
发表于 2011-9-30 18:38 | 只看该作者
mar350 Wrote:
-------------------------------------------------------
> you can call yourself a 'CFA Candidate' and what
> exam you will be sitting for


^ exactly.
This is in the Ethics section...I would not recommend putting "pursuing Charter"....that doesn't follow the guidelines at all; did you pass all three levels, and are just pending work experience? Obviously not...this is a very vague statement and is not allowed.

You need to indicate that you are a for e.g., level 1 candidate ( only if you are registered for the upcoming exam)
if you are writing level 2, you put level 2 candidate... or can put Passed level 1

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ninja1024

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6#
发表于 2011-9-30 18:43 | 只看该作者
I think that saying "my CFA Charter" is an ethics violation.

______________________________________________________

CFA Jay, CFA



Edited 1 time(s). Last edit at Thursday, March 17, 2011 at 04:33PM by CFA Jay.

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