How to Add Your CFA Designation or CFA Program Level to Your Resume (2024)
FAQS
Is it permissible to make the CFA® designation font size smaller than the charterholders name?
It is acceptable to use a font size smaller than the charterholder’s name for the CFA designation.Note that the CFA designation should be the same font size and boldness as other designations that may be listed.
Is a comma required between the charterholders name and the designation?
Our preference is that you use a comma to separate an individual’s name and the designation. However, many companies are adopting a “comma-free” style and we have accepted it. If there are multiple designations, we request that you use a comma to separate them or they may appear on separate lines.
May I use CFA Institute’s logo next to my name?
Our policy is that we do not allow individuals to use the CFA Institute pinwheel logo.This logo is available in very limited cases to third parties for goods and services upon execution of a formal license agreement.However, charterholders are permitted the exclusive use of the black oval "Chartered Financial Analyst" certification mark in close proximity to their name. Additional details may be found here.
Is it acceptable to add a comma and CFA after my surname on my LinkedIn profile?
Yes, currently this is the best way to add the designation to your name in your profile.
Is there some approved language I can use to convey to clients what the CFA Charter is and how much value it provides?
While there are no official approved examples, you could say: The CFA Charter is a globally recognized designation that attests to success in a rigorous and comprehensive study program in the investment management and research industry and a commitment to ethical conduct. As CFA Charterholders, we are held to a standard of loyalty, prudence, and care in all our interactions with our clients and must act for the benefit of our clients and place our clients’ interests above our own. We are bound to comply with any legally required fiduciary duty.
Do I need to use the registration symbol after CFA after my name?
When the CFA designation immediately follows a CFA charterholder’s name, the registration symbol (®) is not used.
Due to IT limitations, I cannot put CFA after my name. Can I combine it with my title on the line below my name?
The CFA designation should not be combined with a title. Our preference is that the designation immediately follow the charterholder’s name or be on a line separate from their title.
Is there a preferred order for my designations?
There is no preferred order for the designations - it is completely your choice.Note that the designations must be the same font size or smaller than your name and all of the designations should be the same font size/boldness.
The CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. The institute aims to promote standards in ethics, education, and professional excellence in the global investment services industry.
Program In the education section of your resume. (For example: “CFA® Program participant, CFA Institute.”) You may also list the levels completed. (For example: “Completed Level I in 2020.”)
CFA Marks can only be used by charterholders who are dues paying members of CFA Institute not subject to certain Professional Conduct violations and whose rights to use the CFA designation have not been suspended or revoked. Use of the CFA Marks signifies that you have earned the prestigious CFA charter.
o if you volunteered at the local level, use the official name of your local challenge: for example, “CFA Institute Research Challenge hosted by CFA Bahrain” or “CFA Institute Research Challenge in India.” o if you volunteered at the regional or global level, use “CFA Institute.”
Widely considered the apex for professional development in investment management, the CFA designation is valued by employers for roles and functions in every sector of the global finance industry, including portfolio management, analysis, private wealth, and consulting.
Under the Title or Name section, please include the level you passed, such as CFA Program Level I. Additionally, you may indicate that you have passed each of the exams under the Test Score section. Do not use your candidacy in the Heading of your profile.
The average pass rate for the CFA Level 1 is only 41%. For Level 2, you're looking at a passage rate of 45%. And Level 3 is not much easier at 52%. Overall, less than 11% of all candidates pass all three levels of the exam and earn their charter.
Here's what you should know about pass rates on the CFA: Average pass rates tend to fluctuate. Level 1 pass rates have hovered around 37% Level 2 pass rates have been around 45%
The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals.
Unlike the Series 7, the CFA certification does not expire. As such, it is a certification that can be used in marketing your personal skills throughout your career.
If you want to put this qualification in your skills section, follow the steps below: Write "Chartered Financial Analyst." If you're registered for the test but haven't completed it yet, include the words "Candidate" next to this.Write "Passed Level 1" next to it with a hyphen.
“The CFA designation is globally recognized and attests to a charterholder's success in a rigorous and comprehensive study program in the field of investment management and research analysis.” “As a CFA charterholder, I am the most qualified to manage client investments.”
It takes several years to become a CFA. Many candidates hold a bachelor's degree. You must pass three challenging exams and complete 4,000 of relevant work experience to become a CFA.
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