CFA Charter Presentation-Sized Certificates

The presentation charter is an official document, issued by CFA Institute, that includes the CFA Institute seal with your full name, certification, charter number, and issuance date. It is exactly the same as the full-size charter except on a more manageable scale.

The CFA Institute charter measures 17in x 22in, which many charterholders find difficult to display in their home and office. Fortunately, CFA Institute provides Societies with official presentation-sized charters (8.5in x11in) each year that we can distribute our new charterholders. This is available in addition to your full-size charter.

To receive your presentation charter, you must complete this order form by December 31, 2025. There is no cost for ordering a presentation charter and shipping within the United States is covered by CFA Society San Francisco.

Presentation charters are only available to you from Societies and only offered to new charterholders. Once the window to order your presentation-sized charter has closed, CFA Institute does not issue replacement presentation charters.

The window for ordering closes on December 31, 2025 – request your certificate before the deadline to ensure receipt. If you opt to receive a presentation charter, it will be mailed to you in January. Congratulations on earning your charter and welcome to the CFA Society San Francisco community!