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 a chartered financial analyst Vs a CFA 
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Joined: 01 Mar 2013
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yes you can say it … if you want to lose your charter and be ostracized by your co-workers, clients, and the Ingers.


17 Mar 2013
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Joined: 01 Mar 2013
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you are right it must be lower case, so we both violated :)


17 Mar 2013
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Joined: 01 Mar 2013
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Yeah I guess by capitalizing it you are almost making the assumption that you’re superiour…but we are :) ok I violated..


17 Mar 2013
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Joined: 01 Mar 2013
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This dude has it in his website bio: https://www.firstadvisorsonline.com/Staff.aspx
Fumble!
Obviously he didn’t write this though because who would put “I am a CFP” before “I am a CFA” in the same sentence?


17 Mar 2013
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Joined: 01 Mar 2013
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I see violations all the time in marketing or Prime Broker summary sheets…


17 Mar 2013
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From - http://www.cfainstitute.org/aboutus/pol ... guide.html
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 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 refer to 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 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 e-mail address or in a personal or company domain name.
Proper
Amy Jones, Chartered Financial Analyst
Improper
Amy Jones, Inc., Chartered Financial Analyst
johnsmithcfa.com


17 Mar 2013
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