Does anyone know if you later legally change your name, say by marriage or something, will the CFAI allow you to get another certificate and switch it out or are you stuck forever with whatever you end the program with, name wise? Has anyone done this before? It will be forever until I’m done but just doing some long term planning. Thanks for any info on this. Nephi
Just legally change your name to include Nephi “Last”, CFA
https://www.cfainstitute.org/memresources/private/pdf/duplicate_chrtr.pdf and https://www.cfainstitute.org/aboutus/pdf/name_change.pdf With enough cash, and if you are a massive D-Bag, you could wallpaper your walls with charters.
What if a charter holder had a sex change and went from Jack to Julie. Would they require verification of the operation or what?
CPierce Wrote: ------------------------------------------------------- > What if a charter holder had a sex change and went > from Jack to Julie. Would they require > verification of the operation or what? Yes, Chrissy Pierce, I believe they do, but you still have your receipt
XSellSide Wrote: ------------------------------------------------------- > https://www.cfainstitute.org/memresources/private/ > pdf/duplicate_chrtr.pdf > > and > > https://www.cfainstitute.org/aboutus/pdf/name_chan > ge.pdf > > With enough cash, and if you are a massive D-Bag, > you could wallpaper your walls with charters. Thanks XSellSide and everyone. So you CAN get a wallpaper of Charters, one for each legal name change…hahaha I can’t get into the first link since it’s for members not candidates but that’s ok. Thanks for answering my question.