This is the first time I register for the exam and I have read a lot the name must match exactly as it is in the passport thus I am worrying.
I have sent my two questions to the CFA site but they didn’t understand me.
First question in my country they put in the passport:
My name, my father’s name, my grandfather initial, my father’s grandfather initial, and family name. So 5 names
What I wrote in the first name is my name
In the middle name, which I concern, my father’s name
and in surname my family name.
What am worry should I include my grandfather name and my father’s grandfather in the middle name. Or not including those name names will not affect?
Second question, they sent me the admission ticket with only given and surname. But in the given name they combine the middle name with my given name is it a problem?
Please replay if you know and I hope you understand my English
In the example her name ( Doe Maria Jane) consisted of 3 names which she wrote them ALL so she don’t have a problem. But my name in the passport consisted of 5 names. I only wrote 3 (first, father, and family name) and I am concerned about the other two names, I am worried the proctor will say why your name in the passport DOESN’T MATCH EXCTLY your name in the paper!
And I now I have to fill this form if the mistake from my side but the mistake in the admission ticket, they put my middle name with my given name which I already wrote it in my account correctly.
You must present your international travel passport on exam day , and the name , date of birth, passport number, expiration date, and country of issuance on your passport must match exactly the information you provided to CFA Institute.
Fill out the change request form. Write all 5 of your names as they appear on your passport. If your father’s and grandfather’s name are part of your middle name on your passport, then include them as part of your middle name when filling out the change request.
First of all, the scantron section in the exam is short, there’s not much space for a long middle name. I can’t imagine trying to fit multiple middle names in there. This name issue is really to get past the exam proctors who will determine if they will let you take the exam.
As long as your 1st and Last names are correct, and if you have the first middle name, you should be ok. People have been allowed to take the exam with no middle name on the exam ticket, and a middle name on their ID.
It doesn’t mention that in my passport, they only write my full name in one line. But in my country middle name is the father’s name. I think I will leave it.
Thank you, finally I feel someone understand what I wrote.
Seems like some awfully hostile answers to a valid question.
I think some of the confusion probably arises due to the fact that you are part of a culture that has some naming conventions that North Americans are not used to. The only people I’d really trust with this question are CFAI. Maybe you should contact them a couple times until you get somebody who’s familiar with what to do when you have 5 names on your passport.
Having your exam ticket match your passport name is the easiest thing to do in your entire CFA experience. If you have trouble with that, it doesn’t look good going forward.
