Tim Smith, CFA, Investment Consultant Having this on a business card is or is not a violation? Also, is the following statement a violation: I passed the 3 CFA exams on the first attempt, which places me in an elite category of exceptional chaterholders
try this once more, thanks guys…bump
- The designation is used to identify individual charter holders. 2) Can’t claim that you are an elite form of CFA. You either are a candidate or a charter holder. It is okay to state you passed all 3 levels on the first try, if it is true. However, it doesn’t imply that you know more than another individual that passed all 3 exams.
According to the CFAI the 2nd statement is fine. It was on a mock exam of theirs. They did however say the Tim Smith, CFA, Investment Consultant was a violation. Although I’m not sure why.
thegooddocta, which mock and which question specifically are you referring to? i’m surprised that (1) is a violation and (2) isn’t.
ehhhhh disregard, i read the question wrong…again
2 is definitely a violation. Passing them on your first attempt doesn’t make you better according to CFAI. Even though I personally think it does. 1 I am not sure since I see people putting John Doe, CFA, CPA so not sure why Investment Consultant would be a violation…