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Promote Your Designation

Promote Your Designation

Follow these guidelines to properly display your CFA Institute program status on various platforms, in accordance with the Code of Ethics and Standards of Professional Conduct and the Trademark Usage Guide.

CFA Institute distributes digital badges on a regular basis via their digital badge vendor, Basno. New badge holders will receive and email from cfainstitute.org@basno.com on behalf of info@cfainstitute.org.

To Claim Your Badge:

  1. Select "Claim Your Badge" within the email. This will direct you to Basno.
  2. Register with Basno. You can use your Facebook account or email address.
  3. Share Your Badge. Once Registered, you will be redirected to your digital badge page where you may claim your badge and share it via social media.

 

You may only include "CFA" and/or "CIPM" after your name if you continue to meet the membership requirements as defined in the CFA Institute Articles and Bylaws and previously were awarded the CFA or CIPM designations. The CFA and CIPM designations:

  • Should not be included in your Twitter handle, e.g. not @JohnSmith CFA or @MaryJonesCIPM
  • Should only appear in the section 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

 

How to Add Your Designation to your LinkedIn Profile

  • Select Add Profile Section
  • Under Background, select Licenses & Certifications
    • Certification Name: If your charter has been awarded, enter "Chatered Financial Analyst (CFA) Charterholder."
    • Issuing Organization: Enter "CFA Institute."
    • Box labeled "The certificate does not expire": CFA Institute members may check this box as long as you satisfy the requirements to maintain your status. In the event that you allow your membership to lapse, you must select the month and year that your membership lapsed.
    • Credential ID: Leave this field blank.
    • Certification URL: You may insert your digital badge URL
    • Issue Date: Select the month and year in which you received your charter.
  • Select Save

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

  • Select Add Profile Section
  • Select About
  • Under Media, select Link
  • Paste your digital badge URL and select Add, then Apply
  • Select Save

If you have earned the CIPM Designation or the Investment Foundations Certificate, click here to learn how to add it to LinkedIn.

How to Add Your Candidacy to your LinkedIn Profile

If you are a candidate in the CFA Program, you may indicate that you have passed each level of the CFA Exam under Test Score or state that you are a candidate in the program under Course.

Do 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
    • Test Name: Enter "CFA Exam Level (I, II, or III)."
    • Associated With: Leave this field blank.
    • Score: Enter "Passed" if you would like to indicate the level you have passed.
    • Test Date: Enter the month and year of the date you passed the exam.
  • Under Description, enter the level you have completed, e.g. "Passed Level II of the CFA Program."

 

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

  • Select Add Profile Section
  • Select About
  • Under Media, select Link
  • Paste your digital badge URL and select Add, then Apply
  • Select Save

 

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

 

If you would like to reference your candidacy for an upcoming exam:

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

 

If you are a CIPM candidate or enrolled in the Investment Foundations program, click here to learn how to add it to LinkedIn.

Purpose of the CFA Marks

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

Use of the CFA Marks

The CFA® and Chartered Financial Analyst® marks should be used in the text of magazine and newspaper articles, interviews, books, advertising, and in textual or verbal contexts where use of the certification mark 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 (as a noun) and should only be used as an adjective. The mark becomes generic when it is used as a common name for a category of products or services. References to all facial tissues as Kleenexes, all photocopies as Xeroxes, and all financial analysts as “CFAs” are improper and are considered generic. If the use becomes generic, CFA® charterholders lose their exclusive use of these valuable marks. If you are using the marks correctly, you should be able to omit the CFA from a sentence and still have the sentence make sense. For example, “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 use the Chartered Financial Analyst® 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 use of the CFA® or Chartered Financial Analyst® marks in text material should include the registered trademark symbol (®). It is not necessary to use the ® symbol when the marks directly follow the name of a specific individual.

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

 

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

Proper
  • CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

 

The CFA® mark must appear in all capital letters. With respect to Chartered Financial Analyst®, at a minimum, the first letter of each word must be capitalized.

Proper
  • John Smith, CFA
  • John Smith, Chartered Financial Analyst
 
Improper
  • Amy Jones, cfa
  • John Smith, chartered financial analyst

 

The form 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 Financial 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 be used in a charterholder’s email address or in a personal or company domain name.

Proper
  • Amy Jones, Chartered Financial Analyst
 
Improper
  • Amy Jones, Inc., Chartered Financial Analyst
  • johnsmithcfa.com.

Contact Us

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

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CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.