CFA Designation

The Chartered Financial Analyst (CFA) designation is regarded by most to be the key certification for investment professionals, especially in the areas of research and portfolio management. It is, however, just one of many designations used today. This can cause some confusion, as investors and professionals alike puzzle out what each designation means and which is best.

Enrolling in the CFA® Program shows your commitment to a higher standard, and earning the CFA designation signals that you belong to an elite group of professionals. Naturally, you want to call attention to your achievements on your resume.

CFA Institute encourages all charterholders to include their designations and candidates to display their participation in the CFA Program on their resumes in accordance with the CFA Institute Code of Ethics and Standards of Professional Conduct.

If you are an active charterholder in good standing:

  • Include your designation after your name. (For example: “Jane Doe, CFA”)
  • Include your charterholder status in the certifications or education section of your resume as “CFA® charterholder, CFA Institute.”
  • You may also include the date your charter was issued.

If you are a lapsed CFA charterholder:

  • Include your charterholder status in the certifications section of your resume and specify the dates held. (For example: “CFA® charterholder, 19XX–20XX.”)

If you are currently a candidate in the CFA Program:

  • Include your participation in the CFA Program In the education section of your resume. (For example: “CFA® Program participant, CFA Institute.”)
  • You may also list the levels completed. (For example: “Completed Level I in 2020.”)
  • You may use the term “candidate” only if you are actively registered for a particular exam.