Using 'CFA' after Results - CONFIRMED

I e-mailed CFAI to confirm that we could start using the CFA designation after results, assuming that we pass and that we are Regular Members. Straight from the horse’s mouth: *********************************************************************** CFA Institute ID #: 8675309 Dear Mr. Bankin’ from the AF, Thank you for your email. New CFA charterholders do not have to wait for an official confirmation letter; however, before using the CFA designation, they must check their online profile. If the CFA designation appears after their name in the profile, that would be confirmation that the charter has been awarded. I hope this information is helpful and please let me know if you have other questions. Kind regards, CFA Lady ***********************************************************************

Hopefully when they load the results this weekend we’ll get an early tip-off if they update our profiles with the CFA charter. (if the rumor is true regarding instant use of the charter)

I thought i remember someone last year saying that their profiles were not updated until a few weeks after. Could be wrong though.

The rumors (we love rumors) are that the new system enables instant updating of status once passed. ‘Instant CFA ™’ we are calling it.

now all we have to do is pass.

Will send them an e-mail as soon as I see “PASS” coz there is a report I am gonna release that day. Otherwise, it will be a calamity

Bankin’ Wrote: ------------------------------------------------------- > I e-mailed CFAI to confirm that we could start > using the CFA designation after results, assuming > that we pass and that we are Regular Members. > Straight from the horse’s mouth: > > ************************************************** > ********************* > > CFA Institute ID #: 8675309 > This isn’t your id, is it? I hope not:)

http://www.youtube.com/watch?v=tBHJqtgo8RA

sid3699 Wrote: ------------------------------------------------------- > Bankin’ Wrote: > -------------------------------------------------- > ----- > > I e-mailed CFAI to confirm that we could start > > using the CFA designation after results, > assuming > > that we pass and that we are Regular Members. > > Straight from the horse’s mouth: > > > > > ************************************************** > > > ********************* > > > > CFA Institute ID #: 8675309 > > > > This isn’t your id, is it? I hope not:) It is not like it matters. What can they do with your candidate number?

mpnoonan Wrote: ------------------------------------------------------- > sid3699 Wrote: > -------------------------------------------------- > ----- > > Bankin’ Wrote: > > > -------------------------------------------------- > > > ----- > > > I e-mailed CFAI to confirm that we could > start > > > using the CFA designation after results, > > assuming > > > that we pass and that we are Regular Members. > > > > Straight from the horse’s mouth: > > > > > > > > > ************************************************** > > > > > > ********************* > > > > > > CFA Institute ID #: 8675309 > > > > > > > This isn’t your id, is it? I hope not:) > > > It is not like it matters. What can they do with > your candidate number? We live in a world where technology has made astounding progress. By giving out personal details, you are potentially putting yourself at risk. You never know…

cfasf1 Wrote: ------------------------------------------------------- > now all we have to do is pass. Well, if you haven’t already, you would also need to login and pay your CFAI and local society dues in order to be a member. Just being approved for membership won’t cut it. I’ve been approved for regular, but am not going to activate and pay the dues until I know the results.

I think you’re a bit ahead of things here. The typical process is that, some time in september, they go through a procedure to award new charters. (Obviously the bulk of the candidate list is the folks who are members and who just passed L3.) If charters are awarded, a letter is sent, and status is updated in the computer – so that if you log into the CFAI site and look up your name, it has “, CFA” appended. (Perhaps the computer systems are awarded before the usps delivers the letter, but knowing CFAI’s IT staff, I wouldn’t count on this.) In any event: I saw nothing in their response that says that you are a charterholder, or can use the designation, immediately upon passing L3 (regular member or not).

DarienHacker Wrote: ------------------------------------------------------- > I think you’re a bit ahead of things here. The > typical process is that, some time in september, > they go through a procedure to award new charters. > (Obviously the bulk of the candidate list is the > folks who are members and who just passed L3.) > > If charters are awarded, a letter is sent, and > status is updated in the computer – so that if > you log into the CFAI site and look up your name, > it has “, CFA” appended. (Perhaps the computer > systems are awarded before the usps delivers the > letter, but knowing CFAI’s IT staff, I wouldn’t > count on this.) > > In any event: I saw nothing in their response > that says that you are a charterholder, or can use > the designation, immediately upon passing L3 > (regular member or not). Perhaps, but the way I read it and the context imply to me that the update will be immediate. I asked explicitly if I could start using ‘CFA’ assuming I pass. If there were a month (or so) lag it seems that her response would have started with ‘No.’ In any event, we’ll find out in another 90 hours or so.

wong post…

Unfortunately my written answer from CFAI seems to support DarienHacker’s description more than Bankin’s analysis of his answer: ********************************* CFA Institute ID# xxxxxxx Dear Mr. Paca, Thank you for contacting us. I have confirmed with our membership department that there will be a short amount of processing time that will need to take place internally after you have cleared the level III exam. They expect this to take place sometime after September 1. Please note, you will be able to check the status of your charter status online. As soon as you see John X Paca, CFA on your profile you may begin using the designation. I wish you the very best. Feel free to contact me again with any other inquiries. Regards, Jane Doe Client Services Visit our website at www.cfainstitute.org. Learn more about the CFA Program at www.cfainstitute.org/cfaprog. Learn more about the CIPM Program at www.cfainstitute.org/cipm. ******************************************************

paca06 Wrote: ------------------------------------------------------- > Unfortunately my written answer from CFAI seems to > support DarienHacker’s description more than > Bankin’s analysis of his answer: > ********************************* > CFA Institute ID# xxxxxxx > Dear Mr. Paca, > Thank you for contacting us. I have confirmed with > our membership department that there will be a > short amount of processing time that will need to > take place internally after you have cleared the > level III exam. They expect this to take place > sometime after September 1. Please note, you will > be able to check the status of your charter status > online. As soon as you see John X Paca, CFA on > your profile you may begin using the designation. > I wish you the very best. Feel free to contact me > again with any other inquiries. > Regards, > > Jane Doe > Client Services > Visit our website at www.cfainstitute.org. > Learn more about the CFA Program at > www.cfainstitute.org/cfaprog. > Learn more about the CIPM Program at > www.cfainstitute.org/cipm. > > ************************************************** > **** Using ‘CFA’ after Results - UNCONFIRMED

paca06 Wrote: ------------------------------------------------------- > Unfortunately my written answer from CFAI seems to > support DarienHacker’s description more than > Bankin’s analysis of his answer: > ********************************* > CFA Institute ID# xxxxxxx > Dear Mr. Paca, > Thank you for contacting us. I have confirmed with > our membership department that there will be a > short amount of processing time that will need to > take place internally after you have cleared the > level III exam. They expect this to take place > sometime after September 1. Please note, you will > be able to check the status of your charter status > online. As soon as you see John X Paca, CFA on > your profile you may begin using the designation. > I wish you the very best. Feel free to contact me > again with any other inquiries. > Regards, > > Jane Doe > Client Services > Visit our website at www.cfainstitute.org. > Learn more about the CFA Program at > www.cfainstitute.org/cfaprog. > Learn more about the CIPM Program at > www.cfainstitute.org/cipm. > > ************************************************** > **** Well that’s the suck. They should really have a canned responses to this question so that Jane Doe and CFA Lady are on the same page.