VII(B): Reference to CFA Institute, the CFA® Designation, and the CFA® Program
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You may properly refer to your participation in the CFA® program if you are currently enrolled for an exam or are waiting for results of an exam.
Since you have enrolled to sit for the Level III exam, you may refer to your participation in the CFA® Program. Which of the following do you think is the appropriate way to refer to your candidacy in writing?
Incorrect.
This is a violation of the standard.
Incorrect.
You are not allowed to state an expected date to receive the charter or that you have a partial designation.
Members and candidates must not embellish or misrepresent the significance or implications of the CFA® Program, CFA® designation or CFA Institute.
Which of the following do you think would be a violation of the standard?
Individuals that have met the membership requirements to become a CFA Institute member must submit a professional conduct statement and pay membership dues annually. If a member fails to meet any of the requirements, they are no longer an active member.
Incorrect.
As long as the statement is correct, it would not be a violation of the standard.
In summary:
[[summary]]
Incorrect.
The standard does not prohibit true statements regarding the CFA® designation.
Correct.
The standard focuses on preventing any guarantees and overstating the meaning of being a member or candidate.
Your name, Level III CFA®
Your name, CFA® expected in 2020
I am a Level III candidate in the CFA® Program
David West passed all three CFA® exams on the first try
As a CFA® charterholder, David West will outperform other portfolio managers
The CFA® designation is recognized globally for its difficult and comprehensive study program in the field of asset management
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