I got information that my local society will respond to my application for membership within the week. However, when will CFAI approve the use of the Charter? I thought it will be in September, but when in September?
"Thank you for contacting us regarding the award of your CFA Charter. We will award the CFA charter to you on 4 September 2013. You may not begin using the designation after your Charter is awarded. After we award the Charter, you will receive a letter which confirms your status as a CFA charterholder. You can expect to receive the physical Charter six to eight weeks after the Charter is awarded. We encourage you to review the trademark and usage guidelines on our website at http://www.cfainstitute.org/about/governance/policies/Pages/guide_for_use_of_cfa_institute_marks.aspx. Congratulations on your achievement!
Please feel free to contact us again if you have any further questions or inquiries.
erobak - in your response it said this… “You may not begin using the designation after your Charter is awarded” um… como say what? you award us the designation and then we cannot use it?
Do you do all of the applying for membership, local society, and the charter in one application? I recently passed level 3 and am looking into the application process but right now I just see apply for regular membership to the CFA institure and your local society. It does say to put in the work experience and your two references. When I submit all of that will it automatically submit my application for the charter or did you guys do something differently?
What are you people talking about? When you get the official email or the website says CFA behind your name, you have been “awarded” and you can use it.
You may not begin using the designation after your Charter is awarded. After we award the Charter, you will receive a letter which confirms your status as a CFA charterholder.
Thank you guys,…does the September 4 apply only to those who are regular members and have paid the dues. I imagine that those that aren’t active regular members will have to wait…
luckily today, I got an email asking me to activate my membership. All I have to do is to pay…but I am thinking of deferring payment until closer to September 4.
Why defer? membership is not a full 1 year term. It’s membership by season. you don’t get an extra 2 weeks membership next year because you delayed paying 2 weeks this year.