How to Write CFA Charterholder on Resume

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If you happen to apply for a CFA position in a financial company or institution, you will need to provide your resume as well as possible. One of the most important things HRD will look at on your resume is your CFA charter. If you already hold a CFA charter, you can show your CFA charter as a proof of your participation in the CFA programs.

Of course, there are some certain rules you need to recognize to write your CFA charter on your resume. Unfortunately, most people still make small mistakes in writing the CFA charter on their resume. We think you do not want to make the same mistakes as people do, right? If so, you can see the rules of writing your CFA charter on your resume in our post below.

Guides to Write the CFA Charterholder on Resume

There are a number of rules you should follow in writing the CFA charterholder on your resume. Rules to write CFA charterholder are different depending on what CFA charterholder you are either an active CFA charterholder, a lapsed CFA charterholder or still a candidate in the CFA Program.

Aside from that, you also need to recognize the marks, which marks can and cannot be used. That’s why you should follow certain rules to write CFA charterholder on your resume. If you display the CFA charterholder on your resume well, there will be a high possibility for HRD to glance at your application.

Here’s the guide to write CFA charterholder on your resume!

For Active CFA Charterholders

If you are an active CFA charterholder with CFA Institute and accidentally want to apply for CFA position, you need to follow the certain rules, as follow;

  • Make sure to include your designation after your name, i.e. ‘John Doe, CFA’.
  • Make sure to include your charterholder status in the certifications or education section of your resume as ‘CFA® charterholder, CFA Institute.’
  • Make sure to include the date you earned your CFA designation in the certification or education section of your resume.

For Lapse CFA Charterholders

For those who are no longer a CFA charterholder, but still in the job market and want to display that you were once a CFA charterholder on your resume, you definitely can do it. As long as you specify the dates you were an active CFA charterholder on your resume,  CFA Institute allows you to keep the CFA designation in the certification section of your resume.

When writing your CFA charterholder, you may need to include your charterholder status in the certifications section of your resume and specify the dates held, i.e., ‘CFA® charterholder, 19XX–20XX.’.

For Current Candidates in CFA Program

If you are currently a candidate in the CFA program, but want to be informed that you will earn CFA designation, as long as you follow the certain rules, you can really do it. Keep in mind, the Ethics and Professional Standards are an essential aspect of your career as a CFA charterholder, so make sure to be transparent about where you are at in the process.

Here are some following guidelines of writing CFA charterholder on your resume:

  • Make sure to include your participation in the CFA Program in the education section of your resume, i.e., ‘CFA Program participant, CFA Institute.’
  • List the CFA levels completed, i.e., ‘Completed Level I in 2020.’
  • Use the term ‘candidate’ only if you are currently registered for a particular exam.

Rules of Marks

You may be confused when you decide to use symbols or write either CFA or Chartered Financial Analyst, particularly if you recently gained your CFA designation and want to add this information to your resume.

It is up to you to use CFA® or Chartered Financial Analyst®. If you have space to write, you can write Chartered Financial Analyst®, while if you don’t have space for it, you can prefer to use CFA®.

In this case, the first and most prominent use of CFA or Chartered Financial Analyst in text material must include the registered trademark symbol ®. You should use the ® symbol if the marks directly follow the name of a specific individual but for resumes and cover letters you must use ® after CFA or Chartered Financial Analyst, since your name is commonly the most prominent text on a resume or cover letter.

If you want to add CFA® or Chartered Financial Analyst® to your education or certification sections of your resume or also a detail section in your cover letter, the symbol must be used as an adjective instead of a noun.

Can You Share the CFA Charterholder on Social Media?

Yes, of course! You can really share your CFA charter on social media, including LinkedIn. Just like on resume, there are also some guidelines to write the CFA Charterholder on social media, since CFA Institute has determined different guidelines for various platforms.

If you want to show off that you hold a CFA charter on social media, you need to ensure that you meet the membership requirements set by the CFA Institute. It’s important to note that you shouldn’t try to falsify any data and be transparent about your CFA status either as an active CFA charterholder, a lapsed CFA charterholder or a CFA candidate.

If you want to share the CFA charterholder on LinkedIn, you need to follow these guides below!

  • First, you need to log into your LinkedIn account and go to your profile.
  • Then, click the + button to add a new certification In the license & certification section of your profile.
  • Provide the information of your CFA status and the organization that issues the CFA charter.
    Name= ‘Chartered Financial Analyst® (CFA) Charterholder’
    Issuing organization= ‘CFA Institute’
  • Make sure to choose ‘This credential does not expire’ if your membership is active.
  • In the following step, you can enter the month and year that you received your charter into the issue date field.
  • If you’ve claimed your digital badge, you need to enter your digital badge URL into the Credential URL field.
  • Last, you can click on the ‘Save’ button.

That’s how to add and share your CFA charter on LinkedIn.

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