John Jones, Chartered Financial Analyst

the_main · June 3, 2015, 5:11pm

Is this a correct way to reference the designation?

In the print (pg.173), it cleary states that to refer to oneself as “a CFA” or “a Chartered Financial Analyst” is improper. And then directly underneath in Exhibit 4 it gives this example (John Jones, Chartered Financial Analyst) TWICE as a correct use.

Gebura · June 3, 2015, 5:18pm

It’s ok if “Chartered Financial Analyst” is written after the name with comma inbetween.

the_main · June 3, 2015, 6:10pm

Well, your answer seems to be consistent with what I’ve encountered.

Seems a little silly, but OK CFAI.

Thanks

BobbyBraveheart · June 3, 2015, 6:20pm

I believe it’s because “a Cfa” is referencing the Cfa as a noun versus spelling out chartered financial analyst after your name as the designation after your name is ok.