标题: When can I use ", CFA" ? [打印本页] 作者: agulani 时间: 2011-8-11 19:43 标题: When can I use ", CFA" ?
I'm now a regular member of CFAI and my local society. Am I permitted to use the letters after my name immediately upon receipt of a "pass" email for Level 3, or is there another step still after that?作者: dyga 时间: 2011-8-11 19:59
I'm pretty sure you have to pay the fee first.作者: brain_wash_your 时间: 2011-8-11 20:15
Everything's paid from a membership standpoint. Is there another fee for them to "award the charter?"
Edited 1 time(s). Last edit at Thursday, August 4, 2011 at 12:30PM by kyle1984.作者: Kapie 时间: 2011-8-11 20:31
You will get a separate email indicating you can use it. If you're a regular member it should only be a week or so after the exam results.作者: Analti_Calte 时间: 2011-8-11 21:03
Did you pay your dues and sign the PCP statement? There was an example about this dude who took a bike ride through China for a few years and was still using the letters behind his name. Turned out to be a violation.
NO EXCUSES作者: wilslm 时间: 2011-8-11 21:19
bpdulog Wrote:
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> There was an example about this dude who took a
> bike ride through China for a few years...
Musta been one hell of a bike ride!作者: eoin 时间: 2011-8-11 21:35
Any questions, call the CFA Institute and ask them... they're reliable.作者: former 时间: 2011-8-11 21:51
Once you pass L3 and have met the work requirements and paid your dues, CFAI will send you a letter (or maybe email) saying something like "Your charter is being prepared, blah blah blah. You should receive it in the mail shortly. You may now use the CFA designation." Usually it takes a week or two after this email for it to show up on the directory but you can still use it during that time. I seem to recall getting that letter sometime in September or maybe really early October. Bottom line is you cannot use the designation until they tell you, even if you passed L3, have your work experience approved and paid your dues.作者: RoastBeef 时间: 2011-8-11 22:07
> Once you pass L3 and have met the work requirements and paid your dues, CFAI will send you a letter
IIRC, there's an important step in the process you've left out: _CFAI must award you the charter_.
They meet several times/yr to do this. There's always a meeting shortly after the L3 test results to sweep in everyone who had all their other boxes checked. They may then meet perhaps monthly through the autumn, awarding a batch of charters each time.作者: b_sea93 时间: 2011-8-11 22:23
What do you call yourself if you have passed L III but have not yet met the work requirements?作者: maratikus 时间: 2011-8-11 22:39
nothing, you indicate you've passed all 3 levels and are working on the work experience作者: NakedPuts2011 时间: 2011-8-11 22:55
I think the CFAI sending you a letter or email saying you can now use the designation implies that they've awarded you the charter. They aren't going to tell you to use the designation if you haven't been awarded the charter. I didn't feel the need to spell that out in the explanation since it seemed obvious.
DarienHacker Wrote:
-------------------------------------------------------
>
> IIRC, there's an important step in the process
> you've left out: _CFAI must award you the
> charter_.
>
> They meet several times/yr to do this. There's
> always a meeting shortly after the L3 test results
> to sweep in everyone who had all their other boxes
> checked. They may then meet perhaps monthly
> through the autumn, awarding a batch of charters
> each time.
