How To Use Cfa Designation

LinkedIn For CFA Charterholders & Candidates

How to Add Your Designation to your LinkedIn Profile

Select Add Profile Section
Under Groundwork, select Licenses & Certifications
- Certification Name: If your charter has been awarded, enter "Chatered Financial Annotator (CFA) Charterholder."
- Issuing Organization: Enter "CFA Establish."
- Box labeled "The certificate does not expire": CFA Constitute members may check this box every bit long as y'all satisfy the requirements to maintain your status. In the consequence that y'all allow your membership to lapse, you must select the month and yr that your membership lapsed.
- Credential ID: Get out this field blank.
- Certification URL: You may insert your digital bluecoat URL
- Result Appointment: Select the calendar month and year in which you lot received your charter.
Select Relieve

You may also add together your charterholder digital badge to the About section of your LinkedIn profile.

Select Add together Profile Section
Select Most
Under Media, select Link
Paste your digital badge URL and select Add, then Utilize
Select Salvage

How to Add Your Candidacy to your LinkedIn Profile

If you are a candidate in the CFA Programme, you may bespeak that you take passed each level of the CFA Exam under Test Score or state that you are a candidate in the plan under Grade.

Practise not use your candidacy in the Heading of your profile. Do not indicate an "Expected" date.

Select Add Profile Section
Under Accomplishments, select Test Score
- Exam Proper name: Enter "CFA Examination Level (I, 2, or III)."
- Associated With: Go out this field blank.
- Score: Enter "Passed" if you lot would like to indicate the level you have passed.
- Test Date: Enter the month and year of the date you passed the test.
Under Description, enter the level you lot have completed, e.g. "Passed Level II of the CFA Program."

You may also add together your candidate digital badge to the About department of your LinkedIn profile.

Select Add together Profile Section
Select About
Nether Media, select Link
Paste your digital badge URL and select Add, then Apply
Select Salvage

If you have completed all three levels of the CFA Program, but have not completed the piece of work experience requirement, yous may state: "Passed all three levels of the CFA Plan and may be awarded the lease upon completion of the required piece of work experience."

If yous would like to reference your candidacy for an upcoming examination:

Under Accomplishments, select Course,
Under Class Name, enter "CFA Exam Level (I, II, or III) Candidate."
Leave all other fields blank.

Digital Badges/Twitter

Digital Badges

CFA Institute distributes digital badges on a regular basis via their digital badge vendor, Basno. New bluecoat holders will receive and email from[email protected] on behalf of[email protected].

To Merits Your Badge:

Select "Merits Your Badge" within the email.This will straight you lot to Basno.
Annals with Basno. You tin utilise your Facebook account or electronic mail accost.
Share Your Badge. Once Registered, you lot will be redirected to your digital badge page where you lot may claim your bluecoat and share information technology via social media.

Twitter

You lot may only include "CFA" and/or "CIPM" after your name if y'all keep to meet the membership requirements equally defined in the CFA Institute Articles and Bylaws and previously were awarded the CFA or CIPM designations. The CFA and CIPM designations:

Should not exist included in your Twitter handle, east.k. not @JohnSmith CFA or @MaryJonesCIPM
Should but appear in the department of your profile that contains your surname and given name
Should not be included with a pseudonym or fictitious phrase meant to hide your identity

The CFA and Chartered Financial Analyst Marks

Purpose of the CFA Marks

The trademarks CFA® and Chartered Financial Analyst® are intended for use whenever the certification mark cannot be used.

Utilize of the CFA Marks

The CFA® and Chartered Financial Analyst® marks should be used in the text of magazine and newspaper articles, interviews, books, advert, and in textual or verbal contexts where use of the certification marking is impossible or impractical. When these marks are used in these contexts or applications, charterholders should carefully advise reporters, authors, editors, publishers, and others as to the guidelines for proper usage.

The CFA®mark must not be used generically (every bit a noun) and should but be used equally an adjective. The marker becomes generic when it is used equally a common proper noun for a category of products or services. References to all facial tissues as Kleenexes, all photocopies as Xeroxes, and all financial analysts every bit "CFAs" are improper and are considered generic. If the employ becomes generic, CFA® charterholders lose their sectional employ of these valuable marks. If y'all are using the marks correctly, y'all should be able to omit the CFA from a judgement and however have the judgement brand sense. For case, "John Smith is a CFA charterholder."

Proper

John Smith is a CFA® charterholder.
Amy Jones, CFA, is a portfolio manager.
John Smith is a holder of the right to employ the Chartered Fiscal Annotator® designation.

Improper

John Smith is a CFA.
John Smith is a Chartered Financial Analyst.
John Smith and Amy Jones are CFAs.

The first and most prominent apply of the CFA® or Chartered Financial Annotator® marks in text textile should include the registered trademark symbol (®). It is not necessary to utilize the ® symbol when the marks directly follow the name of a specific private.

Proper

John Smith is a CFA® charterholder.
Three analysts at the firm hold the Chartered Financial Annotator® designation.

Always specify in a tag line at the finish of an article and at the bottom of an advertisement or promotional literature that the marks are the belongings of CFA Institute.

Proper

CFA® and Chartered Fiscal Analyst® are registered trademarks owned by CFA Found.

The CFA® marker must appear in all capital letters. With respect to Chartered Financial Analyst®, at a minimum, the first letter of each give-and-take must be capitalized.

Proper

John Smith, CFA
John Smith, Chartered Financial Analyst

Improper

Amy Jones, cfa
John Smith, chartered fiscal annotator

The course of the marks must never be altered to create a new word, phrase, or design.

The marks may never be used in the plural or possessive forms.

The CFA® and Chartered Fiscal Analyst® marks must not be used as part of, or incorporated in, the name of a company or imply that the company is entitled to use the marks.Additionally, the marks may not exist used in a charterholder's email address or in a personal or company domain name.

Pr oper

Amy Jones, Chartered Financial Analyst

Improper

Amy Jones, Inc., Chartered Financial Annotator
johnsmithcfa.com.