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Basic Question 7 of 9

Ann just passed the Level III exam. Immediately after receiving the notice from CFA Institute indicating that she passed, she asked her employer to put "Ann, CFA Charterholder" on her name card. Is this okay? Why?

User Contributed Comments 5

User Comment
HenryQ Ann, CFA Charterholder itself is wrong...the only correct ways are Ann, CFA, or Ann, Chartered Financial Analyst...
SuperKnight But assuming she got the charter I believe you can put, Ann is a CFA Charterholder?
Gooner7 @superknight, correct
quanttrader passing all 3 levels doesn't necessarily award you the charter -- ex you may have not fulfilled work requirements, etc...
abs013 You need the work experience.
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Learning Outcome Statements

demonstrate the application of the Code of Ethics and Standards of Professional Conduct to situations involving issues of professional integrity

recommend practices and procedures designed to prevent violations of the Code of Ethics and Standards of Professional Conduct

identify conduct that conforms to the Code and Standards and conduct that violates the Code and Standards

CFA® 2024 Level I Curriculum, Volume 6, Module 3.