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标题: passed and paid [打印本页]

作者: FVPV 时间: 2011-8-17 09:04 标题: passed and paid

I'm now an active member of the CFA Institute, all my work experience got approved, and I passed. Should I be waiting for something else, or am I a Charterholder?

作者: CPATrader 时间: 2011-8-17 09:04

Unfortunately, you cannot call yourself a charterholder until you get your charter or a confirmation e-mail from CFAI.

作者: ohai 时间: 2011-8-17 09:04

any idea how long that takes?

作者: luckygiftvn 时间: 2011-8-17 09:05

There was a thread about this subject last year... I think you'll get an e-mail after about two weeks. I read in a different thread that the charters will be mailed out in October.

Edited 1 time(s). Last edit at Tuesday, August 16, 2011 at 02:52PM by cityboy.

作者: ASSet_MANagemen 时间: 2011-8-17 09:05

from friend's experiences - the local society also has a charter awarding ceremony - where they present you in person with a 2nd charter. (the other one comes in the mail from the CFA Institute).

so might make sense to attend the party (at least in Washington DC society they have a new charter member's awarding ceremony).

CP

作者: Muddahudda 时间: 2011-8-17 09:05

I am already a member of the local society and have been approved for work experience. Does that make me a charterholder?

作者: random_walker47 时间: 2011-8-17 09:05

Paraguay Wrote:
-------------------------------------------------------
> I am already a member of the local society and
> have been approved for work experience. Does that
> make me a charterholder?

No. You are not a charterholder until CFAI says you are. Assuming you have met all the criteria, you will get an email or letter saying you can start using the designation. That should come sometime late Sep or early Oct. That is when you can put ,CFA after your name. A few weeks after that, your charter will show up in the mail.

作者: BC_MBA_student 时间: 2011-8-17 09:05

hezagenius Wrote:
-------------------------------------------------------
> Paraguay Wrote:
> --------------------------------------------------
> -----
> > I am already a member of the local society and
> > have been approved for work experience. Does
> that
> > make me a charterholder?
>
>
> No. You are not a charterholder until CFAI says
> you are. Assuming you have met all the criteria,
> you will get an email or letter saying you can
> start using the designation. That should come
> sometime late Sep or early Oct. That is when you
> can put ,CFA after your name. A few weeks after
> that, your charter will show up in the mail.

What I expected. The process on a lot of this is a bit cumbersome and not explained well for those that aren't in larger group offices where there are others who have previously received the charter.

作者: economicz 时间: 2011-8-17 09:06

Hi everybody,

do I understand it right that the 375$ (100 for local society + 275 for CFA Institute) have to be paid every year for having the membership!?

作者: krause2 时间: 2011-8-17 09:06

I think you might get away with not paying the local society membership, but you really need to be a member of CFAI to retain the charter.

作者: ASSet_MANagemen 时间: 2011-8-17 09:06

Paraguay Wrote:
-------------------------------------------------------
> hezagenius Wrote:
> --------------------------------------------------
> -----
> > Paraguay Wrote:
> >
> --------------------------------------------------
>
> > -----
> > > I am already a member of the local society
> and
> > > have been approved for work experience. Does
> > that
> > > make me a charterholder?
> >
> >
> > No. You are not a charterholder until CFAI
> says
> > you are. Assuming you have met all the
> criteria,
> > you will get an email or letter saying you can
> > start using the designation. That should come
> > sometime late Sep or early Oct. That is when
> you
> > can put ,CFA after your name. A few weeks
> after
> > that, your charter will show up in the mail.
>
>
> What I expected. The process on a lot of this is
> a bit cumbersome and not explained well for those
> that aren't in larger group offices where there
> are others who have previously received the
> charter.

Glad to see I'm not the only person with this question. Ordered my business cards today.

I believe you can use the "Charter Pending" language.

作者: Carson 时间: 2011-8-17 09:06

cpk123 Wrote:
-------------------------------------------------------
> from friend's experiences - the local society also
> has a charter awarding ceremony - where they
> present you in person with a 2nd charter. (the
> other one comes in the mail from the CFA
> Institute).
>
> so might make sense to attend the party (at least
> in Washington DC society they have a new charter
> member's awarding ceremony).

CP you are in DC? So am I. Let's keep in touch? work for the world bank So I will be at the washington society gathering coming up soon. joel.niamien@gmail.com

作者: ferrari 时间: 2011-8-21 19:22

I'm now an active member of the CFA Institute, all my work experience got approved, and I passed. Sh ...
FVPV 发表于 2011-8-17 09:04

Hi, I'm from LA, and also have the same question. I've checked the explanation on the CFA website, it seems that if you meet both the requirements, you'll be considered as the charter holder.
So, can the mosaic theory work here?

作者: ferrari 时间: 2011-8-21 19:31

hezagenius Wrote:
-------------------------------------------------------
> Paraguay Wrote:
> --- ...
BC_MBA_student 发表于 2011-8-17 09:05

Hi, BC_MBA_student. I'm with you, even can't find anything about that.
I'm a MBA student from LA, pls keep in touch!

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