How do you check if someone is a CFA charterholder? employment, investment, regulatory, registry, history

studyn

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.  For 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 individual’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 phoneline 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?

jbaldyga

I know of one guy in particular who has given himself the designation of “Chartered Financial Advisor” which as far as I can tell doesn’t even exist. Is there a way to report something like this to the CFA society for them to follow up on?

cfalevel2011

in the ollden days, there was a paper directory and now it’s online and someone gave the link above
If you can talk to the guy in person, he may have a huge charter on his wall and a small plastic card in his wallet saying he is a charterholder (both of which I suppose you are supposed to return if you cease to be a charterholder)

OmarAdnan

Any update? Only CFA charterholder can double check if someone has the CFA designation?
I suspect that some people that have passed some local financial analyst examinations claim that they are chatered financial analyst (CFA)

ba736

I thought you can just look under the body, like if you want to know if your neighbor’s new dog is a male or female.

Houjichasan

agreed.
In the olden days, they used to put out a paper directory of charterholders, but now it is online.

mar350

You can search for Rob* and it will return Rob or Robert, but other than that it is super sensitive to what you put in.

IAmNeil

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.

genuinecfa

Checking charterholder status is relatively easy as bchad says

KungFuPanda

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.