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CFA Level I · CFA Level I Exam · Guidance for Standard VII: Responsibilities as a CFA Institute Member or CFA Candidate

Priya Nair has been accepted by CFA Institute as a candidate and is enrolled to sit the Level I exam in August. Which statement on her professional networking profile most likely complies with Standard VII(B)?

The statement "CFA Level I candidate" complies because it clearly says she is a candidate. Claiming partial chartership or an expected charter date implies a partial designation or cites a completion date, which Standard VII(B) prohibits for candidates.

  1. A"CFA Level I candidate"Correct
  2. B"CFA Level I, partially chartered"
  3. C"CFA designee, expected charter in two years"

Explanation

A person may reference candidacy if the reference clearly states that the individual is a candidate for the CFA designation. The other two statements imply a partial designation or cite an expected completion date for the charter, both of which are prohibited.

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