Process to become charterholder

CFA Level III
#1

I’ve submitted my application line (i.e. references etc.). Have just had an email to say I have been approved for regular membership. Does this mean when (/if) I pass level three I will automatically become a charterholder, or does it take longer than that/do I have to do anything else (I know I have to pay dues as well).

Thanks

#2

Have you paid fee and filled professional conduct statement?

#3

im taking it you can only pay your fees and fill out your professional conduct statement after you get approved?

#4

Yep, but he will not receive his charter until membership fees are paid.

#5

Ofcourse, CFAI gotta get paid ofcourse haha

#6

No free lunch neither at CFAI.

#7

I’ve paid my fees, submitted my references and compliance with the professional conduct statement etc. I’m just confused as to whether I’ve been accepted to become a charterholder (if I pass level 3) given I was accepted as a ‘regular member’, and this occurred within a day?

Thanks

#8

you might need to ask CFAI b/c I have no idea on how the process works that’s for sure. Still haven’t passed L3 yet so you’re above me on this.

#9

are you expecting them to send you balloons and flowers in the mail?

If you’ve passed all three levels, paid the dues and been “accepted as a regular member” then you should just go ahead and use the designation

#10

Assuming you passed, simply check www.cfainstitute.org to see when “CFA” appears after your name. Then it’s official.

#hashtagCFA

#11

man that must be a good feeling, i’ve practiced writing CFA after my name…who hasn’t hahaha