Sign up  |  Log in


Dear all

One of my co-workers presents himself as a CFA but is actually not a CFA holder (has not even passed one exam!). Personally, I am not holding a CFA so you might wonder why I care at all but having made a M.Sc. at university I consider this kind of plagiarism as an absolute no-go and cannot accept this.

Could you give me some advice what I can do? Should I get in touch with the CFA institute? 

Best regards,


Don’t waste your valuable time with unreliable and bogus strategies for passing the CFA® exam. Schweser prepares you for success with adaptive tools, expert instruction, and proven study techniques personalized to your unique learning style.

If he’s a nice guy, you should tell him that he should stop or else he risks incurring CFA Institute’s wrath.

If he’s a jerk who’s not worth very much, you should report him to CFA Institute.

If he’s a jerk who’s worth a lot, you could consider blackmail.

Note that this isn’t plagiarism; it’s improper use of the CFA designation.

Simplify the complicated side; don't complify the simplicated side.

Financial Exam Help 123: The place to get help for the CFA® exams

Just report him to your compliance department. If you’re at a B/D or RIA in the U.S., they’ll probably take care of that quickly and quietly. Try the CFA institute if your company doesn’t do anything. 

Financial Planner
BBA (Finance & International Business) 1998,
MBA (With a Global Perspecytive) 2011,
ChFC® 2018, CLU® 2019
Owns an Independent RIA/Insurance Agency
Series 65, Life, Annuities, Health (Expired 6,63)

its kind of funny that blackmail and extortion is illegal. yet they want us to sntich for free.

I love my cheese. I got to have my cheddar.