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作者: NakedPuts00 时间: 2011-9-30 18:20
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.
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-My friend QQQbbe, we will never forget you.作者: random_walker47 时间: 2011-9-30 18:26
you can call yourself a 'CFA Candidate' and what exam you will be sitting for作者: b_sea93 时间: 2011-9-30 18:32
Thanks Jcole, appreciate your help....I'm waiting on CFAI to reply back as well.作者: dirk01 时间: 2011-9-30 18:38
mar350 Wrote:
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> 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作者: ninja1024 时间: 2011-9-30 18:43
I think that saying "my CFA Charter" is an ethics violation.
