Tom is a CFA

CFA Level I
#1

is this sentence wrong? Schweser notes says CFA should not be used as a noun

#2

Usually you see it spelled out. “Tom is a Chartered Financial Analyst.” I don’t see the problem though. Could be wrong.

#3

hmm it should be Tom is a CFA charter holder

#4

yeah that’s an incorrect use of the designation. when using it in a sentence, you have to use it as an adjective - cfa designation, cfa charterholder, cfa program, etc.

#5

Violation of Standard VII B. Reference to CFA Institute, the CFA Designation, and the CFA Program.

#6

such violations warrant life-imprisonment.

#7

and thirty lashings

#8

Standard VII B violation “I’d trade a roomful of CFA’s for one good stock tip” CFAI proper: “I’d trade a roomful of CFA [little trademark sign] charterholders for one good stock tip”

#9

“Tom is Chartered Financial Analyst” is improper in this case. But how about “Tom is also a chartered financial analyst from ICFAI”? He could be chartered elsewhere, in India for instance.

#10

MehdiOchre Wrote: ------------------------------------------------------- > “Tom is Chartered Financial Analyst” is improper > in this case. > > But how about “Tom is also a chartered financial > analyst from ICFAI”? He could be chartered > elsewhere, in India for instance. That would surely get you booted from CFAI.

#11

It’s a bit rich the CFAI trying to commandeer the term “chartered” as a trademark. It’s the job of HM Queenie to grant royal charters. If there was a society of financial analysts in the UK and it was granted a royal charter, then the CFAI would struggle to reasonably stop people calling themselves chartered financial analysts - trademark or no (and feeling that rush of relief that comes with using it as a noun - oh that’s good)