John Jones, Chartered Financial Analyst

John Jones, Chartered Financial Analyst

Is this a correct way to reference the designation?

In the print (pg.173), it cleary states that to refer to oneself as “a CFA” or “a Chartered Financial Analyst” is improper. And then directly underneath in Exhibit 4 it gives this example (John Jones, Chartered Financial Analyst) TWICE as a correct use.

It’s ok if “Chartered Financial Analyst” is written after the name with comma inbetween.

Well, your answer seems to be consistent with what I’ve encountered.

Seems a little silly, but OK CFAI.


I believe it’s because “a Cfa” is referencing the Cfa as a noun versus spelling out chartered financial analyst after your name as the designation after your name is ok.