3.7) Responsibilities as CFA members or Candidates VII(B): Reference to CFA Institute, Designation and Programme

Question 1

What is substandard VII(B) under VII(B): Reference to CFA Institute, Designation and Programme ?

Answer 1

VII(B): Reference to CFA Institute, Designation and Programme

Question 2

What does VII(B) state?

Answer 2

When referring to the CFA Institute, membership, designation, or candidacy, must not misrepresent or exaggerate the meaning or implications thereof.

Question 3

What is an example of this standard ?

Answer 3

• E.g. you can only refer to being a CFA level II candidate if you have registered for the second exam, but can state that you have passed Level I of the exam.