N
Những câu hỏi và trả lời ở đây được trích từ đây có thể giúp các bạn hình dung được một CFA charterholder như thế nào
Charters
What are the requirements for award of the charter?
View a complete description of the CFA charter requirements.
What is my candidate status after I have been notified that I have passed the Level III exam?
Your status becomes “charter pending” after passing the Level III exam; you are not a CFA charterholder until all CFA charter requirements have been met.
How soon may I begin using the CFA designation after passing the Level III exam?
You can only use the designation after you receive a letter from the president and CEO of CFA Institute confirming that you have met the requirements and have been awarded the CFA charter. View the CFA Charterholder Trademark Usage Guide for complete information.
When will the letter confirming I have been awarded the CFA charter be sent?
The letter confirming the award of the CFA charter is typically mailed the same week the charter is awarded. Beginning in mid-September, charters are awarded and letters are mailed weekly as candidates satisfy all requirements.
I have passed the Level III exam, but I am not yet eligible for regular membership because I have not accrued the required work experience. When will I be awarded the CFA charter?
Once you have accrued the required work experience, please submit the information to us by e-mail to update the work experience portion of your records and complete the charter award process. Charters are awarded weekly as candidates satisfy all requirements.
Will CFA Institute notify my employer that I have been awarded the CFA charter?
Not directly, but when you receive your confirmation letter you will receive a second copy of the letter to present to your employer.
How will my name be printed on the CFA charter?
Your name will be printed as it appeared on your exam admission ticket. Prefixes (Mr., Ms., Miss, Mrs., Dr.) and other designations are not printed on the charter. If you want your name printed differently on your charter, please contact us no later than 1 September. Your name will be printed exactly as it is written in your request so be sure to include accent marks and other punctuation.
When and how will I receive my charter?
You will receive correspondence from your local society if it is hosting an award ceremony. The charter will be mailed directly to your preferred address if your society is not hosting a ceremony or if you do not want it presented at the event. Charters that are not presented at ceremonies are mailed to your preferred address within four to six weeks after the charter award date. Charter ceremonies are held at society-sponsored events between 15 October and 30 January. If your charter is awarded after the ceremony date, the charter will be mailed directly to your preferred address.
If I will not be able to meet all requirements until February, how long will I have to wait to receive my charter?
Charters are awarded weekly, at any time throughout the year, when charter pending candidates have satisfied the requirements for the charter.
What if I do not know if my charter will be awarded in time to attend a ceremony?
If your charter is awarded after the ceremony date or if your society does not host a ceremony, the charter will be mailed directly to your preferred address.
How are charters mailed to new CFA charterholders?
Charters are sent in sturdy mailing tubes by priority mail for U.S. addresses and by courier service for addresses outside the United States. Because the mailing tubes do not fit inside some home mailboxes, you may receive your charter more efficiently if your preferred address is your business. (You may change your address preference at any time.)
Charters
What are the requirements for award of the charter?
View a complete description of the CFA charter requirements.
What is my candidate status after I have been notified that I have passed the Level III exam?
Your status becomes “charter pending” after passing the Level III exam; you are not a CFA charterholder until all CFA charter requirements have been met.
How soon may I begin using the CFA designation after passing the Level III exam?
You can only use the designation after you receive a letter from the president and CEO of CFA Institute confirming that you have met the requirements and have been awarded the CFA charter. View the CFA Charterholder Trademark Usage Guide for complete information.
When will the letter confirming I have been awarded the CFA charter be sent?
The letter confirming the award of the CFA charter is typically mailed the same week the charter is awarded. Beginning in mid-September, charters are awarded and letters are mailed weekly as candidates satisfy all requirements.
I have passed the Level III exam, but I am not yet eligible for regular membership because I have not accrued the required work experience. When will I be awarded the CFA charter?
Once you have accrued the required work experience, please submit the information to us by e-mail to update the work experience portion of your records and complete the charter award process. Charters are awarded weekly as candidates satisfy all requirements.
Will CFA Institute notify my employer that I have been awarded the CFA charter?
Not directly, but when you receive your confirmation letter you will receive a second copy of the letter to present to your employer.
How will my name be printed on the CFA charter?
Your name will be printed as it appeared on your exam admission ticket. Prefixes (Mr., Ms., Miss, Mrs., Dr.) and other designations are not printed on the charter. If you want your name printed differently on your charter, please contact us no later than 1 September. Your name will be printed exactly as it is written in your request so be sure to include accent marks and other punctuation.
When and how will I receive my charter?
You will receive correspondence from your local society if it is hosting an award ceremony. The charter will be mailed directly to your preferred address if your society is not hosting a ceremony or if you do not want it presented at the event. Charters that are not presented at ceremonies are mailed to your preferred address within four to six weeks after the charter award date. Charter ceremonies are held at society-sponsored events between 15 October and 30 January. If your charter is awarded after the ceremony date, the charter will be mailed directly to your preferred address.
If I will not be able to meet all requirements until February, how long will I have to wait to receive my charter?
Charters are awarded weekly, at any time throughout the year, when charter pending candidates have satisfied the requirements for the charter.
What if I do not know if my charter will be awarded in time to attend a ceremony?
If your charter is awarded after the ceremony date or if your society does not host a ceremony, the charter will be mailed directly to your preferred address.
How are charters mailed to new CFA charterholders?
Charters are sent in sturdy mailing tubes by priority mail for U.S. addresses and by courier service for addresses outside the United States. Because the mailing tubes do not fit inside some home mailboxes, you may receive your charter more efficiently if your preferred address is your business. (You may change your address preference at any time.)