When can you say you are a charter holder?

CFA Level III
#1

I see some of us updated the name with Charterholder already…I thought we have to wait for the approval? Confused

#2

Checked “Your Profile” on CFA website. It reads Charter Awarded on Aug 8, 2017 in my case.

#3

Some people, like me, were already CFAI and local society members, so once we passed Level 3 we immediately became charterholders. Our job experience and references were already checked then.

#4

Got it…So you started the process before the results came out?

#5

I became a regular member about 1.5 years ago because my company wanted me to attend some local society events. My society offers a lot of free speaker events too so it was well worth it.

#6

I was a regular member from 2006 to 2009 for work related reasons. Just reactivated membership on results and i see the profile updated.

#7

Thank you guys. Never thought about joining before I passed the exam as I didn’t usually have the time. Now I understand the advantage!

#8

I had my work experience all pre approved already. Just had to pay the membership fees.

#9

No advantage except bragging rights couple of months before others

#10

anyone has an idea of how much time is taking to verify employment and references?

#11

In my case the whole process took 1 week including local society approval. I applied last year.

#12

thank you, i wonder if this could change given high volume of applications after results. thank you!

#13

Received a mail from CFAI today confirming the status

“You are now a CFA® charterholder, and you may begin using the coveted CFA designation!”

#14

Congratulations! Awesome

#15

Hi All,

Could someone please tell me how the verification of the references work?

Will I need to line up people describing my job and qualities, or is it just some official check whether I really worked in the said position?

Reason I’m asking: my working experience which I’m pretty sure counts as acceptable goes back to pre 2012 times. So it will be a tad ackward to reach back to past bosses.

(OK I still have to pass LIII first, I know it…)

#16

References are usually Charterholders that knows you. Wrt work ex, it goes by self certification, I think. Do not remember what I did in 2006.

#17

They have to fill in a form where they have to type in what your job entails and whether 50% or more of the time you are involved in the investment decision making process.

I suspect someone who was in doubt whether they would type the correct thing would proabably send a preemptive email to said referees to tell them what to write but what do I know?

#18

Ok. I had a visiting faculty and a classmate that were Charterholders and both were members of CFA Chicago.